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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.33K- 85.27% |
$232K - $271K
|
1.61K
$52K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.99K- 29.45% |
$149K - $174K
|
14.3K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.96K- 32.63% |
$124K - $144K
|
10.2K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-2.4K- 7.69% |
$59.8K - $69.6K
|
28.8K
$929K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.4K- 3.2% |
$59.7K - $69.6K
|
72.5K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.08K- 67.18% |
$51.8K - $60.4K
|
1.02K
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.77K- 5.94% |
$44K - $51.2K
|
28K
$902K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 96.01% |
$40.7K - $47.4K
|
68
$2.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.35K- 10.87% |
$33.6K - $39.1K
|
11.1K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.2K- 5.78% |
$30K - $34.9K
|
19.6K
$633K
|
|
|
Nov 12, 2025
Q1 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1K- 6.33% |
$24.9K - $29K
|
14.8K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-702- 17.11% |
$17.5K - $20.4K
|
3.4K
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-563- 99.82% |
$14K - $16.3K
|
1
$32.3
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-416- 9.84% |
$10.4K - $12.1K
|
3.81K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 1.29% |
$9.96K - $11.6K
|
30.7K
$989K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-268- 1.55% |
$6.68K - $7.78K
|
17K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 1.71% |
$4.98K - $5.8K
|
11.5K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-166- 62.41% |
$4.14K - $4.82K
|
100
$3.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-160- 2.18% |
$3.99K - $4.64K
|
7.18K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-52- 0.55% |
$1.3K - $1.51K
|
9.46K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 7.26% |
$897 - $1.04K
|
460
$14.8K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-46.7K- 77.17% |
$1.21M - $4.92M
|
13.8K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 34.28% |
$300K - $1.22M
|
22.2K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.21K- 96.21% |
$57.3K - $233K
|
87
$2.81K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$625K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.85M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$3.84K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-468- 9.14% |
$43.4K - $49.5K
|
4.65K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-420- 5.14% |
$38.9K - $44.4K
|
7.75K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-273- 3.07% |
$25.3K - $28.9K
|
8.62K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 1.8% |
$2.69K - $3.07K
|
1.58K
$51K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.03% |
$556 - $634
|
19.6K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 8.33% |
$278 - $317
|
33
$1.06K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-221K- 28.52% |
$19.2M - $22.5M
|
554K
$17.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.6K- 81.11% |
$1.27M - $1.48M
|
3.4K
$110K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.45K- 66.17% |
$648K - $757K
|
3.81K
$123K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.21K- 25.39% |
$367K - $428K
|
12.4K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.09K- 9.45% |
$356K - $416K
|
39.2K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.86K- 92.14% |
$336K - $392K
|
329
$10.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.64K- 5.98% |
$316K - $369K
|
57.1K
$1.84M
|
|
|
Dec 15, 2025
Q2 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-3.31KClosed |
$288K - $336K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 34.2% |
$240K - $280K
|
5.3K
$171K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-895- 5.04% |
$77.9K - $90.9K
|
16.9K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-540- 14.75% |
$47K - $54.9K
|
3.12K
$101K
|
|