Latest Institutional Sells of Schwab Strategic Tr Us Small C (SCHA)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3M- 61.03% |
$655M - $765M
|
18.1M
$412M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.66M- 95.73% |
$131M - $153M
|
252K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82M- 44.68% |
$65.3M - $76.2M
|
3.49M
$79.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.19M- 51.79% |
$50.8M - $59.3M
|
2.04M
$46.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.26M- 98.52% |
$29.2M - $34.1M
|
18.9K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-914K- 96.51% |
$21.2M - $24.7M
|
33.1K
$755K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-717K- 80.67% |
$16.6M - $19.4M
|
172K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674K- 85.88% |
$15.6M - $18.2M
|
111K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-444K- 80.09% |
$10.3M - $12M
|
111K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-362K- 35.53% |
$8.37M - $9.78M
|
656K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 15.72% |
$8.36M - $9.76M
|
1.93M
$44.2M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-355K- 84.16% |
$8.21M - $9.59M
|
66.7K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-353K- 54.61% |
$8.17M - $9.53M
|
293K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 14.52% |
$4.47M - $5.22M
|
1.14M
$26M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-171K- 31.09% |
$3.96M - $4.63M
|
379K
$8.66M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-160K- 8.48% |
$3.7M - $4.32M
|
1.73M
$39.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-134K- 23.43% |
$3.11M - $3.63M
|
438K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123K- 87.81% |
$2.86M - $3.34M
|
17.1K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-115K- 87.16% |
$2.67M - $3.11M
|
17K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106K- 27.65% |
$2.46M - $2.87M
|
278K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94K- 14.61% |
$2.18M - $2.54M
|
549K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92.5K- 84.11% |
$2.14M - $2.5M
|
17.5K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85.7K- 3.57% |
$1.99M - $2.32M
|
2.31M
$52.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.6K- 2.62% |
$1.77M - $2.07M
|
2.84M
$64.9M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-75.7K- 82.65% |
$1.75M - $2.05M
|
15.9K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-72.6K- 28.09% |
$1.68M - $1.96M
|
186K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.3K- 2.53% |
$1.67M - $1.95M
|
2.78M
$63.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.1K- 66.3% |
$1.39M - $1.62M
|
30.5K
$697K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-57.4K- 18.99% |
$1.33M - $1.55M
|
245K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-55K- 47.13% |
$1.27M - $1.49M
|
61.7K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-51.7K- 21.83% |
$1.2M - $1.4M
|
185K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-50.5K- 10.41% |
$1.17M - $1.36M
|
434K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 15.41% |
$1.17M - $1.36M
|
277K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-45.7K- 84.14% |
$1.06M - $1.24M
|
8.63K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-44.4K- 68.9% |
$1.03M - $1.2M
|
20K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.3K- 80.95% |
$1.03M - $1.2M
|
10.4K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-41.2K- 30.04% |
$955K - $1.12M
|
96K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-41.2K- 50.28% |
$954K - $1.11M
|
40.7K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-40.8K- 31.72% |
$944K - $1.1M
|
87.7K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 3.82% |
$930K - $1.09M
|
1.01M
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-37.4K- 23.61% |
$866K - $1.01M
|
121K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-36.7K- 3.36% |
$851K - $993K
|
1.06M
$24.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36.1K- 43.3% |
$837K - $977K
|
47.3K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.1K- 10.89% |
$837K - $977K
|
296K
$6.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-35.4K- 4.63% |
$820K - $957K
|
729K
$16.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.9K- 19.31% |
$809K - $945K
|
146K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-30.5K- 38.68% |
$707K - $825K
|
48.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.3K- 3.42% |
$703K - $820K
|
856K
$19.5M
|