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 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-22.3K- 4.76% |
$646K - $719K
|
448K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.2K- 21.59% |
$642K - $715K
|
80.6K
$2.6M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-22K- 16.91% |
$635K - $707K
|
108K
$3.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.4K- 7.44% |
$619K - $690K
|
266K
$8.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-21.1K- 18.58% |
$610K - $679K
|
92.5K
$2.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20.6K- 2.66% |
$596K - $663K
|
753K
$24.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20.4K- 2.23% |
$590K - $657K
|
895K
$28.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20K- 7.4% |
$580K - $645K
|
251K
$8.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19.8K- 5.04% |
$574K - $638K
|
374K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-18.8K- 2.73% |
$544K - $605K
|
670K
$21.6M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-18.8K- 4.6% |
$543K - $605K
|
389K
$12.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-18.7K- 17.11% |
$541K - $603K
|
90.7K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-18.6K- 41.18% |
$539K - $600K
|
26.6K
$859K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-18.4K- 4.71% |
$532K - $592K
|
372K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.3K- 41.14% |
$529K - $589K
|
26.2K
$845K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-18.3K- 2.83% |
$529K - $588K
|
629K
$20.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-17.1K- 8.74% |
$493K - $549K
|
178K
$5.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-16.6K- 36.08% |
$481K - $535K
|
29.5K
$950K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.6K- 5.44% |
$479K - $533K
|
287K
$9.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-16.5K- 4.82% |
$478K - $532K
|
326K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-16.5K- 10.42% |
$476K - $530K
|
142K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-16.3K- 3.42% |
$473K - $526K
|
461K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-16.3K- 5.43% |
$470K - $524K
|
284K
$9.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-16K- 60.12% |
$462K - $515K
|
10.6K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15.8K- 6.58% |
$458K - $510K
|
225K
$7.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7K- 0.36% |
$453K - $504K
|
4.3M
$139M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.6K- 4.82% |
$450K - $501K
|
307K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 2.47% |
$437K - $487K
|
598K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 30.97% |
$423K - $471K
|
32.6K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-14K- 7.5% |
$405K - $451K
|
173K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14K- 2.24% |
$405K - $451K
|
612K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-13.8K- 1.61% |
$398K - $443K
|
844K
$27.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-13.7K- 5.99% |
$395K - $439K
|
214K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-13.6K- 5.15% |
$395K - $439K
|
251K
$8.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.5K- 1.14% |
$390K - $434K
|
1.17M
$37.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-13.1K- 61.99% |
$380K - $423K
|
8.05K
$260K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 6.65% |
$378K - $421K
|
184K
$5.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-13K- 22.2% |
$376K - $418K
|
45.5K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.3K- 3.04% |
$356K - $397K
|
393K
$12.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.2K- 10.04% |
$353K - $393K
|
109K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-12.2K- 8.32% |
$352K - $392K
|
134K
$4.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12.2K- 57.57% |
$352K - $392K
|
8.96K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.8K- 2.28% |
$342K - $381K
|
506K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-11.7K- 31.09% |
$338K - $377K
|
25.9K
$836K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.6K- 38.16% |
$336K - $374K
|
18.8K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11.4K- 1.09% |
$330K - $368K
|
1.04M
$33.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11K- 7.94% |
$318K - $355K
|
128K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-11K- 8.16% |
$317K - $353K
|
124K
$3.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.9K- 6.77% |
$316K - $351K
|
150K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.9K- 0.58% |
$315K - $351K
|
1.86M
$59.9M
|
|