Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-169- 0.51% |
$4.89K - $5.44K
|
33.2K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-168- 1.96% |
$4.86K - $5.41K
|
8.39K
$271K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-161- 0.52% |
$4.66K - $5.18K
|
30.8K
$994K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-152- 0.47% |
$4.4K - $4.89K
|
32.4K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-146- 1.38% |
$4.22K - $4.7K
|
10.4K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-136- 0.27% |
$3.93K - $4.38K
|
49.7K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-127- 0.64% |
$3.67K - $4.09K
|
19.7K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-118- 0.46% |
$3.41K - $3.8K
|
25.3K
$817K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-115- 0.66% |
$3.33K - $3.7K
|
17.2K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 0.66% |
$2.89K - $3.22K
|
15.1K
$486K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-96- 7.79% |
$2.78K - $3.09K
|
1.14K
$36.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.99% |
$2.63K - $2.93K
|
9.06K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.48% |
$2.31K - $2.58K
|
16.4K
$530K
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-74- 0.79% |
$2.14K - $2.38K
|
9.29K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70- 0.23% |
$2.02K - $2.25K
|
30.9K
$997K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-66- 0.53% |
$1.91K - $2.12K
|
12.4K
$402K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-59- 0.01% |
$1.71K - $1.9K
|
634K
$20.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53- 0.18% |
$1.53K - $1.71K
|
29.9K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
SELL
|
- |
-50- 0.45% |
$1.45K - $1.61K
|
11.2K
$360K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-49- 2.58% |
$1.42K - $1.58K
|
1.85K
$59.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-48- 0.16% |
$1.39K - $1.55K
|
29.9K
$963K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-43- 0.03% |
$1.24K - $1.38K
|
135K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-43- 0.41% |
$1.24K - $1.38K
|
10.5K
$337K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-42- 0.15% |
$1.21K - $1.35K
|
27.2K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 8.47% |
$1.07K - $1.19K
|
400
$12.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-35- 0.15% |
$1.01K - $1.13K
|
23.3K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 0.16% |
$868 - $966
|
18.7K
$603K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-28- 0.11% |
$810 - $901
|
25.7K
$828K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-21- 0.07% |
$607 - $676
|
28K
$904K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-18- 0.21% |
$521 - $579
|
8.59K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$405 - $451
|
7.56K
$244K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 1.3% |
$405 - $451
|
1.06K
$34.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12- 0.08% |
$347 - $386
|
14.4K
$464K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.2% |
$231 - $258
|
4.01K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6- 0.01% |
$174 - $193
|
58.6K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.48% |
$174 - $193
|
1.23K
$39.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5- 0.02% |
$145 - $161
|
21.8K
$703K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.06% |
$145 - $161
|
8.6K
$277K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$116 - $129
|
10.7K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$116 - $129
|
15.2K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3- 0.66% |
$86.8 - $96.6
|
455
$14.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3- 0.05% |
$86.8 - $96.6
|
6.09K
$197K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 0.13% |
$86.8 - $96.6
|
2.3K
$74.2K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 66.67% |
$57.8 - $64.4
|
1
$32.3
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1- 0.01% |
$28.9 - $32.2
|
11.3K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.03% |
$28.9 - $32.2
|
3.91K
$126K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-468K- 51.48% |
$10.4M - $13.7M
|
441K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-169K- 9.63% |
$3.76M - $4.93M
|
1.58M
$51.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 84.03% |
$3.07M - $4.02M
|
26.2K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.74M
|
|