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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-565K- 91.63% |
$26.5M - $29.4M
|
51.6K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 10.44% |
$10.9M - $12.1M
|
1.99M
$54.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 44.67% |
$7.08M - $7.84M
|
187K
$5.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 96.85% |
$6.93M - $7.68M
|
4.8K
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-93.4K- 66.29% |
$4.38M - $4.85M
|
47.5K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-88.7K- 81.01% |
$4.16M - $4.61M
|
20.8K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.9K- 7.57% |
$3.93M - $4.36M
|
1.02M
$28.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-77.9K- 38.92% |
$3.65M - $4.05M
|
122K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66.7K- 21.06% |
$3.13M - $3.47M
|
250K
$6.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-62.2K- 47.1% |
$2.92M - $3.23M
|
69.9K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 39.36% |
$1.68M - $1.86M
|
55K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.2K- 1.36% |
$1.51M - $1.67M
|
2.33M
$64.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-31.5K- 4.54% |
$1.48M - $1.64M
|
663K
$18.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-24.2K- 34.48% |
$1.13M - $1.26M
|
46K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-23.3K- 2.72% |
$1.09M - $1.21M
|
832K
$22.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.2K- 1.79% |
$948K - $1.05M
|
1.11M
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.6K- 35.6% |
$920K - $1.02M
|
35.5K
$975K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.7K- 26.12% |
$831K - $921K
|
50.1K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.6K- 53.8% |
$826K - $916K
|
15.1K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.6K- 2.94% |
$825K - $914K
|
581K
$16M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16K- 10.48% |
$750K - $831K
|
137K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 15.01% |
$650K - $720K
|
78.5K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.5K- 41.16% |
$586K - $649K
|
17.9K
$491K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 45.04% |
$580K - $643K
|
15.1K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-11.3K- 2.98% |
$532K - $589K
|
369K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-11.2K- 3.81% |
$526K - $582K
|
283K
$7.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 3.76% |
$520K - $576K
|
284K
$7.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.65K- 32.06% |
$452K - $501K
|
20.4K
$562K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.14K- 16.77% |
$429K - $475K
|
45.4K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.98K- 59.25% |
$421K - $467K
|
6.18K
$170K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.84K- 4.28% |
$368K - $407K
|
175K
$4.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.68K- 6.97% |
$360K - $399K
|
102K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.58K- 9.33% |
$355K - $394K
|
73.6K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.32K- 47.24% |
$343K - $380K
|
8.18K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-7.26K- 1.3% |
$340K - $377K
|
551K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-6.63K- 7.55% |
$311K - $345K
|
81.2K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.38K- 10.24% |
$299K - $332K
|
55.9K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 43.55% |
$267K - $296K
|
7.38K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$8.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.36K- 6.78% |
$251K - $278K
|
73.6K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.32K- 6.65% |
$250K - $276K
|
74.6K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-5.17K- 8.33% |
$242K - $269K
|
56.9K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 18.52% |
$235K - $260K
|
22K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.95K- 1.24% |
$232K - $257K
|
393K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.9K- 24.24% |
$230K - $255K
|
15.3K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.8K- 2.23% |
$225K - $249K
|
210K
$5.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 2.97% |
$224K - $248K
|
156K
$4.28M
|