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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.22M- 98.03% |
$104M - $115M
|
44.5K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05M- 59.35% |
$49.5M - $54.8M
|
722K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-565K- 91.63% |
$26.5M - $29.4M
|
51.6K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 10.44% |
$10.9M - $12.1M
|
1.99M
$52.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-196K- 73.19% |
$9.19M - $10.2M
|
71.8K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-179K- 95.24% |
$8.4M - $9.31M
|
8.95K
$235K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-154K- 78.21% |
$7.22M - $8M
|
42.9K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 44.67% |
$7.08M - $7.84M
|
187K
$4.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 96.85% |
$6.93M - $7.68M
|
4.8K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-132K- 84.83% |
$6.18M - $6.85M
|
23.6K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116K- 8.39% |
$5.42M - $6.01M
|
1.26M
$33.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-93.4K- 66.29% |
$4.38M - $4.85M
|
47.5K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-88.7K- 81.01% |
$4.16M - $4.61M
|
20.8K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88.4K- 41.74% |
$4.15M - $4.59M
|
123K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.9K- 7.57% |
$3.93M - $4.36M
|
1.02M
$26.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-77.9K- 38.92% |
$3.65M - $4.05M
|
122K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66.7K- 21.06% |
$3.13M - $3.47M
|
250K
$6.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-62.2K- 47.1% |
$2.92M - $3.23M
|
69.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-53.1K- 76.48% |
$2.49M - $2.76M
|
16.3K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.3K- 4.43% |
$2.45M - $2.71M
|
1.13M
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-46.2K- 83.48% |
$2.17M - $2.4M
|
9.14K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-38.6K- 0.52% |
$1.81M - $2.01M
|
7.32M
$192M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 39.36% |
$1.68M - $1.86M
|
55K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.2K- 1.36% |
$1.51M - $1.67M
|
2.33M
$61.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-31.5K- 4.54% |
$1.48M - $1.64M
|
663K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.7K- 6.33% |
$1.44M - $1.6M
|
454K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.5K- 49.87% |
$1.43M - $1.59M
|
30.7K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-29.4K- 97.03% |
$1.38M - $1.53M
|
900
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 19.92% |
$1.23M - $1.36M
|
106K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$9.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-24.2K- 34.48% |
$1.13M - $1.26M
|
46K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-23.3K- 2.72% |
$1.09M - $1.21M
|
832K
$21.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.2K- 1.79% |
$948K - $1.05M
|
1.11M
$29M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.6K- 35.6% |
$920K - $1.02M
|
35.5K
$930K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.7K- 26.12% |
$831K - $921K
|
50.1K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.6K- 53.8% |
$826K - $916K
|
15.1K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.6K- 2.94% |
$825K - $914K
|
581K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 3.84% |
$824K - $913K
|
440K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16K- 10.48% |
$750K - $831K
|
137K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.4K- 9.77% |
$722K - $800K
|
142K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.2K- 4.2% |
$713K - $789K
|
347K
$9.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7K- 16.56% |
$689K - $764K
|
74.1K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 15.01% |
$650K - $720K
|
78.5K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.5K- 41.16% |
$586K - $649K
|
17.9K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 45.04% |
$580K - $643K
|
15.1K
$396K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-11.3K- 2.98% |
$532K - $589K
|
369K
$9.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-11.2K- 3.81% |
$526K - $582K
|
283K
$7.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 3.76% |
$520K - $576K
|
284K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.6K- 4.6% |
$495K - $548K
|
219K
$5.73M
|