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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-13.1K- 61.99% |
$380K - $423K
|
8.05K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.3K- 3.04% |
$356K - $397K
|
393K
$12.7M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.8K- 12.24% |
$313K - $349K
|
77.7K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-10.6K- 12.22% |
$308K - $343K
|
76.5K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 1.64% |
$306K - $341K
|
634K
$20.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.5K- 18.37% |
$304K - $339K
|
46.7K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 5.41% |
$301K - $335K
|
182K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.84K- 11.81% |
$285K - $317K
|
73.5K
$2.37M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.81K- 7.29% |
$284K - $316K
|
125K
$4.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.26K- 4.08% |
$268K - $298K
|
218K
$7.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.23K- 7.53% |
$267K - $297K
|
113K
$3.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-8.94K- 3.39% |
$259K - $288K
|
255K
$8.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.91K- 33.77% |
$258K - $287K
|
17.5K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.91K- 3.44% |
$258K - $287K
|
250K
$8.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-8.88K- 4.46% |
$257K - $286K
|
190K
$6.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.82K- 3.68% |
$255K - $284K
|
231K
$7.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.5K- 5.24% |
$246K - $274K
|
154K
$4.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.34K- 55.71% |
$241K - $268K
|
6.63K
$214K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8.14K- 99.3% |
$235K - $262K
|
57
$1.84K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.06K- 3.14% |
$233K - $259K
|
248K
$8.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8K- 80.71% |
$231K - $258K
|
1.91K
$61.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.93K- 5.39% |
$229K - $255K
|
139K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.92K- 0.22% |
$229K - $255K
|
3.64M
$118M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 41.96% |
$223K - $248K
|
10.7K
$344K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.7K- 0.7% |
$223K - $248K
|
1.1M
$35.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.65K- 0.59% |
$221K - $246K
|
1.29M
$41.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 3.13% |
$218K - $242K
|
233K
$7.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.38K- 1.02% |
$213K - $238K
|
719K
$23.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.31K- 0.46% |
$211K - $235K
|
1.59M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.57K- 43.48% |
$190K - $211K
|
8.54K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.3K- 0.85% |
$182K - $203K
|
731K
$23.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-6.28K- 11.64% |
$181K - $202K
|
47.6K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.26K- 0.62% |
$181K - $201K
|
1M
$32.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.98K- 3.27% |
$173K - $192K
|
177K
$5.7M
|
|