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 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 0.89% |
$31.3K - $34.9K
|
121K
$3.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.35% |
$30.9K - $34.4K
|
304K
$9.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.05K- 3.07% |
$30.5K - $33.9K
|
33.3K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.05K- 0.8% |
$30.4K - $33.8K
|
131K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-990- 2.83% |
$28.6K - $31.9K
|
34K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-989- 18.96% |
$28.6K - $31.8K
|
4.23K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-985- 5.58% |
$28.5K - $31.7K
|
16.7K
$537K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-982- 1.24% |
$28.4K - $31.6K
|
78.3K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-979- 2.66% |
$28.3K - $31.5K
|
35.8K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-968- 2.73% |
$28K - $31.2K
|
34.5K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-968- 7.79% |
$28K - $31.2K
|
11.5K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-964- 0.83% |
$27.9K - $31K
|
115K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-905- 6.64% |
$26.2K - $29.1K
|
12.7K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-898- 7.14% |
$26K - $28.9K
|
11.7K
$377K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-866- 0.65% |
$25K - $27.9K
|
132K
$4.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-863- 0.65% |
$25K - $27.8K
|
132K
$4.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-850- 6.03% |
$24.6K - $27.4K
|
13.3K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-848- 4.84% |
$24.5K - $27.3K
|
16.7K
$538K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-846- 2.27% |
$24.5K - $27.2K
|
36.4K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-844- 3.72% |
$24.4K - $27.2K
|
21.9K
$706K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-839- 4.56% |
$24.3K - $27K
|
17.6K
$566K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-836- 3.11% |
$24.2K - $26.9K
|
26.1K
$841K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-826- 1.99% |
$23.9K - $26.6K
|
40.7K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-816- 3.7% |
$23.6K - $26.3K
|
21.2K
$685K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-816- 1.1% |
$23.6K - $26.3K
|
73.5K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-800- 31.9% |
$23.1K - $25.8K
|
1.71K
$55.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 5.26% |
$23.1K - $25.8K
|
14.4K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-793- 21.32% |
$22.9K - $25.5K
|
2.93K
$94.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-778- 2.68% |
$22.5K - $25K
|
28.2K
$910K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-773- 1.02% |
$22.4K - $24.9K
|
75.1K
$2.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-771- 5.22% |
$22.3K - $24.8K
|
14K
$452K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-764- 7.76% |
$22.1K - $24.6K
|
9.08K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-763- 5.04% |
$22.1K - $24.6K
|
14.4K
$464K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-761- 4.99% |
$22K - $24.5K
|
14.5K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-760- 0.17% |
$22K - $24.5K
|
445K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-760- 2.56% |
$22K - $24.5K
|
29K
$935K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-756- 16.05% |
$21.9K - $24.3K
|
3.95K
$128K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-756- 1.04% |
$21.9K - $24.3K
|
72.2K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-752- 0.46% |
$21.7K - $24.2K
|
161K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-737- 0.83% |
$21.3K - $23.7K
|
88.2K
$2.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-735- 4.74% |
$21.3K - $23.7K
|
14.8K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-723- 0.22% |
$20.9K - $23.3K
|
323K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-660- 1.08% |
$19.1K - $21.2K
|
60.6K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-659- 8.53% |
$19.1K - $21.2K
|
7.07K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-659- 0.06% |
$19.1K - $21.2K
|
1.16M
$37.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-658- 0.97% |
$19K - $21.2K
|
67.2K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-649- 0.36% |
$18.8K - $20.9K
|
178K
$5.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-644- 1.74% |
$18.6K - $20.7K
|
36.4K
$1.17M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-632- 0.66% |
$18.3K - $20.3K
|
95K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-630- 0.35% |
$18.2K - $20.3K
|
180K
$5.81M
|
|