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 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-540- 14.75% |
$47K - $54.9K
|
3.12K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114- 1.04% |
$9.92K - $11.6K
|
10.9K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.27% |
$2.18K - $2.54K
|
9.19K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 9.43% |
$1.74K - $2.03K
|
192
$6.19K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$256K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.79KClosed |
$789K - $913K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.3K- 9.96% |
$588K - $681K
|
65.9K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7K- 56.46% |
$564K - $653K
|
5.4K
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.5K- 78.95% |
$363K - $420K
|
1.2K
$38.7K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-498- 21.65% |
$40.1K - $46.5K
|
1.8K
$58.1K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-121- 3.04% |
$9.75K - $11.3K
|
3.87K
$125K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-39.3K- 50.88% |
$2.75M - $3.28M
|
37.9K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.3K- 46.9% |
$371K - $442K
|
6K
$194K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.2K- 30.73% |
$84.2K - $100K
|
2.71K
$87.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-389- 0.8% |
$27.3K - $32.4K
|
48.4K
$1.56M
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-359- 3.72% |
$25.2K - $29.9K
|
9.29K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-293- 0.51% |
$20.5K - $24.4K
|
57.5K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-261- 2.42% |
$18.3K - $21.8K
|
10.5K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 54.7% |
$4.49K - $5.34K
|
53
$1.71K
|
|
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-62- 29.52% |
$4.34K - $5.17K
|
148
$4.77K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-262K- 95.77% |
$18.9M - $20.5M
|
11.6K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.13K- 17.19% |
$297K - $322K
|
19.9K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.81K- 2.46% |
$202K - $219K
|
111K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.53K- 5.48% |
$110K - $120K
|
26.4K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-581- 15.04% |
$41.8K - $45.3K
|
3.28K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-435Closed |
$31.3K - $33.9K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-290- 97.32% |
$20.9K - $22.6K
|
8
$258
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-120- 4.55% |
$8.64K - $9.36K
|
2.52K
$81.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 31.46% |
$6.84K - $7.41K
|
207
$6.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20- 0.67% |
$1.44K - $1.56K
|
2.96K
$95.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2- 4.17% |
$144 - $156
|
46
$1.48K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 45.83% |
$307K - $362K
|
5.71K
$184K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.34K- 1.02% |
$213K - $251K
|
324K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.28K- 1.49% |
$81.6K - $96.2K
|
84.7K
$2.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.16K- 29.96% |
$73.8K - $87K
|
2.71K
$87.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-742- 1.63% |
$47.2K - $55.6K
|
44.9K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-314- 0.48% |
$20K - $23.5K
|
65K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-149- 5.29% |
$9.48K - $11.2K
|
2.67K
$86K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117- 11.91% |
$7.44K - $8.77K
|
865
$27.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.4K- 99.76% |
$673K - $810K
|
30
$968
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.9K- 3.8% |
$643K - $774K
|
300K
$9.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.53K- 51.83% |
$191K - $230K
|
3.28K
$106K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-365- 4.15% |
$19.8K - $23.8K
|
8.44K
$272K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.7K- 70.8% |
$1.18M - $1.32M
|
8.95K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 42.71% |
$296K - $332K
|
7.32K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 66.2% |
$95.7K - $107K
|
900
$29K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.16K- 8.49% |
$62.9K - $70.4K
|
12.5K
$403K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-599- 75.54% |
$32.5K - $36.4K
|
194
$6.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-302- 2.15% |
$16.4K - $18.3K
|
13.8K
$444K
|
|