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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.1M- 95.01% |
$53.2M - $107M
|
110K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-593K- 19.83% |
$15M - $30.4M
|
2.4M
$60.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-147K- 20.86% |
$3.73M - $7.53M
|
559K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-60.3K- 51.49% |
$1.53M - $3.09M
|
56.8K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-53K- 71.88% |
$1.34M - $2.71M
|
20.7K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-49.3K- 63.57% |
$1.25M - $2.52M
|
28.3K
$714K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-29.8K- 62.74% |
$755K - $1.52M
|
17.7K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.33K- 5.79% |
$211K - $426K
|
135K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.78K- 37.81% |
$197K - $398K
|
12.8K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.54K- 9.1% |
$140K - $284K
|
55.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.46K- 19.2% |
$138K - $280K
|
23K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.71K- 43.74% |
$68.6K - $139K
|
3.48K
$88K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.63K- 14.57% |
$66.5K - $134K
|
15.4K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.28K- 8.23% |
$57.7K - $117K
|
25.4K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 5.08% |
$29.3K - $59.2K
|
21.6K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-953- 3.03% |
$24.1K - $48.8K
|
30.5K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-937- 4.83% |
$23.7K - $47.9K
|
18.5K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-866- 97.63% |
$21.9K - $44.3K
|
21
$531
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-649- 77.17% |
$16.4K - $33.2K
|
192
$4.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-390- 2.91% |
$9.88K - $20K
|
13K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 33.33% |
$7.6K - $15.3K
|
600
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-223- 0.77% |
$5.65K - $11.4K
|
28.8K
$727K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-80- 8.16% |
$2.03K - $4.09K
|
900
$22.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 0.01% |
$25.3 - $51.2
|
8.35K
$211K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-132K- 84.83% |
$6.18M - $6.85M
|
23.6K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.5K- 49.87% |
$1.43M - $1.59M
|
30.7K
$776K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$9.62M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-23K- 47.49% |
$1.08M - $1.19M
|
25.4K
$641K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.35K- 39.31% |
$204K - $226K
|
6.72K
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.54K- 36.8% |
$166K - $184K
|
6.08K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-989- 90.57% |
$46.4K - $51.4K
|
103
$2.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$162K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-710- 1.21% |
$33.3K - $36.9K
|
57.9K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-682- 14.36% |
$32K - $35.4K
|
4.07K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$99.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 4.81% |
$15.6K - $17.3K
|
6.58K
$166K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$14.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$281 - $312
|
54K
$1.36M
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.51K- 2.61% |
$295K - $319K
|
243K
$6.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 7.44% |
$85.3K - $92.4K
|
23.5K
$593K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.58K- 85.14% |
$71.3K - $77.2K
|
275
$6.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$218K
|
|