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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-94.8K- 32.36% |
$1.94M - $2.4M
|
198K
$5.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87.5K- 83.7% |
$1.79M - $2.21M
|
17K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-58.2K- 40.54% |
$1.19M - $1.47M
|
85.4K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-49K- 28.54% |
$1M - $1.24M
|
123K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29.8K- 43.0% |
$608K - $753K
|
39.4K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28.1K- 8.81% |
$573K - $710K
|
291K
$7.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 17.73% |
$404K - $501K
|
91.8K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 28.33% |
$345K - $428K
|
42.7K
$1.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.7K- 5.21% |
$239K - $296K
|
213K
$5.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.6K- 54.27% |
$237K - $293K
|
9.77K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.47K- 11.97% |
$153K - $189K
|
54.9K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.88K- 3.72% |
$140K - $174K
|
178K
$4.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.78K- 2.16% |
$97.6K - $121K
|
216K
$5.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$36.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 10.58% |
$84.7K - $105K
|
35.1K
$901K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-3.05K- 4.06% |
$62.2K - $77.1K
|
72.1K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.97K- 23.43% |
$60.7K - $75.2K
|
9.71K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.54K- 2.54% |
$51.9K - $64.3K
|
97.3K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2.32K- 18.93% |
$47.4K - $58.7K
|
9.93K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.3K- 4.78% |
$46.9K - $58.1K
|
45.8K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.9K- 0.3% |
$38.8K - $48.1K
|
628K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 2.62% |
$20.4K - $25.3K
|
37.1K
$954K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-946- 1.44% |
$19.3K - $23.9K
|
64.9K
$1.67M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-946- 3.64% |
$19.3K - $23.9K
|
25.1K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-924- 8.3% |
$18.9K - $23.4K
|
10.2K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-607- 1.07% |
$12.4K - $15.4K
|
56.1K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$89.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 1.55% |
$8.58K - $10.6K
|
26.7K
$687K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-412- 0.43% |
$8.41K - $10.4K
|
95.3K
$2.45M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-396- 0.95% |
$8.09K - $10K
|
41.3K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-335- 3.87% |
$6.84K - $8.48K
|
8.33K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-145- 0.77% |
$2.96K - $3.67K
|
18.8K
$483K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-118- 4.54% |
$2.41K - $2.99K
|
2.48K
$63.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-80- 0.55% |
$1.63K - $2.02K
|
14.4K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.25% |
$1.02K - $1.27K
|
19.6K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50- 0.47% |
$1.02K - $1.27K
|
10.6K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$1.02K - $1.27K
|
9.37K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$102 - $127
|
21.5K
$552K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$20.4 - $25.3
|
8.62K
$221K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3M- 61.03% |
$655M - $765M
|
18.1M
$464M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.66M- 95.73% |
$131M - $153M
|
252K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82M- 44.68% |
$65.3M - $76.2M
|
3.49M
$89.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56M- 61.36% |
$36.2M - $42.3M
|
985K
$25.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-914K- 96.51% |
$21.2M - $24.7M
|
33.1K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674K- 85.88% |
$15.6M - $18.2M
|
111K
$2.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-444K- 80.09% |
$10.3M - $12M
|
111K
$2.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-362K- 35.53% |
$8.37M - $9.78M
|
656K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 15.72% |
$8.36M - $9.76M
|
1.93M
$49.7M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-355K- 84.16% |
$8.21M - $9.59M
|
66.7K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$144K
|
|