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, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.34M- 96.22% |
$47.7M - $59.1M
|
91.8K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.28M- 44.87% |
$26M - $32.3M
|
1.57M
$43.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893K- 18.67% |
$18.2M - $22.6M
|
3.89M
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-755K- 74.68% |
$15.4M - $19.1M
|
256K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-597K- 93.61% |
$12.2M - $15.1M
|
40.8K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-512K- 14.67% |
$10.5M - $13M
|
2.98M
$82.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-357K- 51.18% |
$7.3M - $9.04M
|
341K
$9.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-210K- 28.08% |
$4.28M - $5.3M
|
537K
$14.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-209K- 45.98% |
$4.26M - $5.28M
|
245K
$6.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-205K- 80.25% |
$4.18M - $5.18M
|
50.4K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-194K- 44.62% |
$3.96M - $4.9M
|
240K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-143K- 64.85% |
$2.93M - $3.63M
|
77.7K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-135K- 7.81% |
$2.75M - $3.41M
|
1.59M
$44.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-123K- 3.24% |
$2.51M - $3.11M
|
3.68M
$102M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119K- 77.75% |
$2.43M - $3.02M
|
34.1K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-110K- 4.76% |
$2.25M - $2.79M
|
2.2M
$61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 3.47% |
$2.08M - $2.58M
|
2.84M
$78.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-94.8K- 32.36% |
$1.94M - $2.4M
|
198K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90.1K- 31.66% |
$1.84M - $2.28M
|
194K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.5K- 15.93% |
$1.79M - $2.21M
|
462K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87.5K- 83.7% |
$1.79M - $2.21M
|
17K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-64.5K- 61.36% |
$1.32M - $1.63M
|
40.6K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-61.6K- 9.38% |
$1.26M - $1.56M
|
595K
$16.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-58.2K- 40.54% |
$1.19M - $1.47M
|
85.4K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-56.8K- 64.71% |
$1.16M - $1.44M
|
31K
$858K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.7K- 84.53% |
$1.14M - $1.41M
|
10.2K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-54.6K- 4.55% |
$1.11M - $1.38M
|
1.14M
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-49.4K- 8.19% |
$1.01M - $1.25M
|
553K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-49K- 28.54% |
$1M - $1.24M
|
123K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48.6K- 14.13% |
$993K - $1.23M
|
296K
$8.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.1K- 1.24% |
$983K - $1.22M
|
3.83M
$106M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.7K- 41.08% |
$953K - $1.18M
|
67K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.1K- 55.24% |
$941K - $1.17M
|
37.3K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-44.8K- 38.62% |
$915K - $1.13M
|
71.2K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42.5K- 22.85% |
$868K - $1.08M
|
144K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-42K- 11.08% |
$858K - $1.06M
|
337K
$9.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.2K- 60.01% |
$820K - $1.02M
|
26.8K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-39.1K- 14.01% |
$799K - $989K
|
240K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.2K- 4.34% |
$759K - $940K
|
819K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.8K- 5.05% |
$751K - $931K
|
692K
$19.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-35.7K- 29.48% |
$729K - $903K
|
85.4K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35K- 31.59% |
$714K - $885K
|
75.8K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-33.1K- 26.41% |
$676K - $838K
|
92.3K
$2.56M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 29.78% |
$645K - $799K
|
74.4K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.4K- 6.93% |
$620K - $768K
|
408K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-30.3K- 97.68% |
$618K - $766K
|
720
$19.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-30.1K- 12.18% |
$615K - $761K
|
217K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29.8K- 43.0% |
$608K - $753K
|
39.4K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.6K- 10.67% |
$605K - $750K
|
248K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-29.3K- 17.33% |
$599K - $742K
|
140K
$3.88M
|