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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-48.6K- 36.0% |
$1.08M - $1.42M
|
86.3K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31K- 18.47% |
$691K - $906K
|
137K
$4.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-25.3K- 49.68% |
$564K - $739K
|
25.6K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-8.05K- 44.43% |
$179K - $235K
|
10.1K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-7.75K- 39.44% |
$173K - $226K
|
11.9K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.58K- 19.08% |
$124K - $163K
|
23.6K
$763K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 8.25% |
$116K - $152K
|
57.8K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 2.49% |
$102K - $134K
|
179K
$5.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.87K- 5.37% |
$86.3K - $113K
|
68.3K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-3.63K- 9.1% |
$80.8K - $106K
|
36.3K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.52K- 11.92% |
$78.4K - $103K
|
26K
$840K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.34K- 77.99% |
$74.5K - $97.7K
|
944
$30.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.18K- 4.12% |
$70.7K - $92.8K
|
73.9K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.96K- 5.32% |
$65.9K - $86.5K
|
52.7K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.4K- 8.13% |
$53.4K - $70.1K
|
27.1K
$875K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.36K- 14.25% |
$52.6K - $68.9K
|
14.2K
$458K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.08K- 15.58% |
$46.4K - $60.8K
|
11.3K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 11.24% |
$35.6K - $46.7K
|
12.6K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.4K- 24.39% |
$31.2K - $40.9K
|
4.34K
$140K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.15K- 86.49% |
$25.7K - $33.6K
|
180
$5.81K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$1.05M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-987- 2.92% |
$22K - $28.8K
|
32.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-842- 0.95% |
$18.8K - $24.6K
|
88K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-781- 2.91% |
$17.4K - $22.8K
|
26.1K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-680- 7.39% |
$15.1K - $19.9K
|
8.52K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-641- 96.68% |
$14.3K - $18.7K
|
22
$710
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-544- 3.76% |
$12.1K - $15.9K
|
13.9K
$450K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-372- 1.26% |
$8.28K - $10.9K
|
29.2K
$943K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-322- 1.69% |
$7.17K - $9.41K
|
18.7K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-298- 20.99% |
$6.64K - $8.7K
|
1.12K
$36.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 16.08% |
$4.45K - $5.84K
|
1.04K
$33.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-189- 0.69% |
$4.21K - $5.52K
|
27.2K
$878K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 6.11% |
$3.87K - $5.08K
|
2.68K
$86.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-144- 1.49% |
$3.21K - $4.21K
|
9.52K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-126- 0.57% |
$2.81K - $3.68K
|
21.9K
$706K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 75.0% |
$2.67K - $3.51K
|
40
$1.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-75- 0.59% |
$1.67K - $2.19K
|
12.6K
$407K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-72- 13.04% |
$1.6K - $2.1K
|
480
$15.5K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 6.76% |
$445 - $584
|
276
$8.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-10- 0.03% |
$223 - $292
|
33.8K
$1.09M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-144K- 71.53% |
$3.58M - $4.17M
|
57.2K
$1.85M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64.7K- 96.17% |
$1.61M - $1.88M
|
2.57K
$83K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 98.15% |
$856K - $997K
|
649
$20.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-25.9K- 16.06% |
$645K - $752K
|
135K
$4.37M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-18.2K- 11.3% |
$453K - $527K
|
143K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17.5K- 55.17% |
$436K - $508K
|
14.2K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 20.74% |
$417K - $486K
|
64K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.33K- 85.27% |
$232K - $271K
|
1.61K
$52K
|
|