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 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-19- 0.48% |
$1.06K - $1.45K
|
3.97K
$107K
|
|
Q1 2022 | |||||||
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-79.3KClosed |
$5.2M - $6.55M
|
0
$0
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-39.9KClosed |
$2.62M - $3.3M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.5KClosed |
$690K - $868K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$180K - $226K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.53KClosed |
$101K - $127K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5KClosed |
$98.4K - $124K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.34KClosed |
$88.2K - $111K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.24KClosed |
$81.5K - $103K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.22KClosed |
$80.2K - $101K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1KClosed |
$65.6K - $82.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-608Closed |
$39.9K - $50.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-506Closed |
$33.2K - $41.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-435Closed |
$28.5K - $35.9K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400Closed |
$26.3K - $33K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.1K - $20.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-245Closed |
$16.1K - $20.2K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-108Closed |
$7.09K - $8.92K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-80Closed |
$5.25K - $6.61K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58Closed |
$3.81K - $4.79K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$65.6 - $82.6
|
0
$0
|
|
Q4 2021 | |||||||
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-56.8KClosed |
$4.15M - $4.74M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
SELL
|
- |
-47.8KClosed |
$3.49M - $3.98M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-20.4KClosed |
$1.49M - $1.71M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.44KClosed |
$397K - $453K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.38KClosed |
$174K - $199K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$98.6K - $113K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-874Closed |
$63.9K - $72.9K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-661Closed |
$48.3K - $55.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-473Closed |
$34.6K - $39.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-380Closed |
$27.8K - $31.7K
|
0
$0
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 0.83% |
$5.04K - $5.75K
|
8.2K
$220K
|
|
Q3 2021 | |||||||
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105KClosed |
$7.66M - $8.26M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.61KClosed |
$484K - $522K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.57KClosed |
$481K - $518K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.25KClosed |
$458K - $493K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.39KClosed |
$175K - $189K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.06KClosed |
$151K - $162K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.5KClosed |
$110K - $119K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.38KClosed |
$101K - $109K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-127Closed |
$9.3K - $10K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-103Closed |
$7.54K - $8.13K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
$2.42K - $2.61K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-146KClosed |
$9.54M - $10.7M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-9.29KClosed |
$607K - $681K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-3.19KClosed |
$208K - $234K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.64KClosed |
$172K - $193K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.49KClosed |
$163K - $183K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-2.22KClosed |
$145K - $163K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.64KClosed |
$107K - $120K
|
0
$0
|