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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-851K- 24.23% |
$38.5M - $41.7M
|
2.66M
$131M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362K- 55.04% |
$16.4M - $17.7M
|
295K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-257K- 98.34% |
$11.6M - $12.6M
|
4.33K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218K- 53.85% |
$9.85M - $10.7M
|
187K
$9.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 8.04% |
$5.55M - $6.02M
|
1.4M
$69.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-120K- 90.26% |
$5.45M - $5.91M
|
13K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69K- 54.53% |
$3.12M - $3.39M
|
57.6K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-60.6K- 51.9% |
$2.74M - $2.97M
|
56.1K
$2.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-55.4K- 21.68% |
$2.51M - $2.72M
|
200K
$9.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54K- 2.23% |
$2.44M - $2.65M
|
2.37M
$117M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-46.5K- 4.03% |
$2.11M - $2.28M
|
1.11M
$54.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.7K- 70.67% |
$1.93M - $2.09M
|
17.7K
$873K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.2K- 3.37% |
$1.86M - $2.02M
|
1.18M
$58.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-34.3K- 2.95% |
$1.55M - $1.68M
|
1.13M
$55.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-33.3K- 28.36% |
$1.51M - $1.63M
|
84.2K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33.2K- 8.41% |
$1.5M - $1.63M
|
362K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 11.88% |
$1.46M - $1.58M
|
239K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27K- 82.02% |
$1.22M - $1.32M
|
5.92K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-26.9K- 48.87% |
$1.22M - $1.32M
|
28.2K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-25.8K- 8.08% |
$1.17M - $1.27M
|
294K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.5K- 11.5% |
$1.16M - $1.25M
|
197K
$9.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-24.2K- 7.46% |
$1.1M - $1.19M
|
300K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 14.95% |
$1.05M - $1.14M
|
132K
$6.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.4K- 0.86% |
$1.01M - $1.1M
|
2.59M
$127M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 9.69% |
$964K - $1.05M
|
199K
$9.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21.2K- 19.27% |
$959K - $1.04M
|
88.8K
$4.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$9.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$9.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 76.98% |
$892K - $966K
|
5.89K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.4K- 72.42% |
$878K - $952K
|
7.39K
$364K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.8K- 68.76% |
$804K - $871K
|
8.07K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17K- 52.88% |
$770K - $834K
|
15.2K
$747K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16.5K- 15.12% |
$744K - $807K
|
92.3K
$4.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15K- 11.32% |
$679K - $736K
|
118K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.2K- 0.19% |
$642K - $695K
|
7.36M
$363M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-14.1K- 1.99% |
$640K - $693K
|
695K
$34.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.8K- 99.2% |
$579K - $628K
|
103
$5.07K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-12.3K- 13.12% |
$554K - $601K
|
81.1K
$4M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12.2K- 8.71% |
$553K - $599K
|
128K
$6.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.8K- 12.66% |
$533K - $577K
|
81.2K
$4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.4K- 22.24% |
$515K - $558K
|
39.8K
$1.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-11.4K- 6.45% |
$514K - $557K
|
165K
$8.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-11K- 7.25% |
$496K - $537K
|
140K
$6.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.8K- 13.73% |
$489K - $530K
|
67.8K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.82K- 44.77% |
$444K - $482K
|
12.1K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.75K- 9.22% |
$441K - $478K
|
95.9K
$4.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.66K- 12.1% |
$437K - $474K
|
70.2K
$3.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.29K- 37.49% |
$420K - $456K
|
15.5K
$763K
|