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 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-602- 6.82% |
$17.4K - $19.4K
|
8.23K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-592- 4.9% |
$17.1K - $19.1K
|
11.5K
$371K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-576- 5.56% |
$16.7K - $18.5K
|
9.79K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-563- 0.96% |
$16.3K - $18.1K
|
58.1K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-554- 7.25% |
$16K - $17.8K
|
7.08K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.66% |
$15.6K - $17.4K
|
11K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-538- 5.44% |
$15.6K - $17.3K
|
9.35K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-520- 2.75% |
$15K - $16.7K
|
18.4K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-483- 6.75% |
$14K - $15.5K
|
6.67K
$215K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 2.22% |
$13.8K - $15.3K
|
21K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-465- 2.62% |
$13.4K - $15K
|
17.3K
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-442- 3.79% |
$12.8K - $14.2K
|
11.2K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-433- 1.97% |
$12.5K - $13.9K
|
21.5K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-432- 1.04% |
$12.5K - $13.9K
|
41.1K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-427- 1.99% |
$12.3K - $13.7K
|
21K
$677K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-423- 0.56% |
$12.2K - $13.6K
|
75.1K
$2.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-423- 3.5% |
$12.2K - $13.6K
|
11.7K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-418- 1.14% |
$12.1K - $13.5K
|
36.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-416- 2.0% |
$12K - $13.4K
|
20.4K
$659K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-416- 0.4% |
$12K - $13.4K
|
104K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-397- 1.31% |
$11.5K - $12.8K
|
29.9K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-390- 2.58% |
$11.3K - $12.6K
|
14.7K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 0.76% |
$10.8K - $12K
|
48.6K
$1.57M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-368- 0.97% |
$10.6K - $11.8K
|
37.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-359- 0.21% |
$10.4K - $11.6K
|
169K
$5.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-353- 0.15% |
$10.2K - $11.4K
|
242K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-352- 0.74% |
$10.2K - $11.3K
|
47.1K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 3.16% |
$9.28K - $10.3K
|
9.85K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-320- 2.65% |
$9.25K - $10.3K
|
11.8K
$379K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-320- 3.12% |
$9.25K - $10.3K
|
9.93K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-320- 6.56% |
$9.25K - $10.3K
|
4.56K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-309- 3.41% |
$8.94K - $9.95K
|
8.75K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-298- 1.7% |
$8.62K - $9.59K
|
17.3K
$557K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-297- 0.88% |
$8.59K - $9.56K
|
33.3K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-295- 1.72% |
$8.53K - $9.5K
|
16.8K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-292- 0.34% |
$8.44K - $9.4K
|
84.8K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-283- 0.82% |
$8.18K - $9.11K
|
34.1K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-283- 1.49% |
$8.18K - $9.11K
|
18.7K
$602K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-276- 2.89% |
$7.98K - $8.88K
|
9.27K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$7.87K - $8.76K
|
62.4K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-270- 1.87% |
$7.81K - $8.69K
|
14.2K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-255- 0.51% |
$7.37K - $8.21K
|
49.4K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-254- 25.32% |
$7.35K - $8.18K
|
749
$24.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 0.23% |
$7.17K - $7.98K
|
110K
$3.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-245- 0.33% |
$7.09K - $7.89K
|
73.1K
$2.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-232- 0.65% |
$6.71K - $7.47K
|
35.4K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-220- 2.43% |
$6.36K - $7.08K
|
8.84K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-218- 1.1% |
$6.3K - $7.02K
|
19.6K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 2.04% |
$5.52K - $6.15K
|
9.19K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-190- 1.93% |
$5.49K - $6.12K
|
9.64K
$311K
|
|