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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-470- 3.72% |
$10.9K - $12.7K
|
12.2K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-446- 3.49% |
$10.3K - $12.1K
|
12.3K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 3.24% |
$6.74K - $7.87K
|
8.7K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-288- 9.81% |
$6.67K - $7.79K
|
2.65K
$73.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-280- 3.48% |
$6.48K - $7.57K
|
7.76K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-245- 1.64% |
$5.67K - $6.62K
|
14.7K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-236- 62.77% |
$5.47K - $6.38K
|
140
$3.88K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-229- 17.71% |
$5.3K - $6.19K
|
1.06K
$29.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-200- 1.9% |
$4.63K - $5.41K
|
10.3K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-185- 0.93% |
$4.28K - $5K
|
19.8K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 0.33% |
$4.17K - $4.87K
|
55K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 74.63% |
$3.54K - $4.14K
|
52
$1.44K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-114- 29.08% |
$2.64K - $3.08K
|
278
$7.7K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-82- 0.15% |
$1.9K - $2.22K
|
53.5K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 2.31% |
$1.53K - $1.78K
|
2.79K
$77.3K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-32- 0.73% |
$741 - $865
|
4.36K
$121K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-147K- 20.86% |
$3.73M - $7.53M
|
559K
$15.5M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-75.9K- 74.85% |
$1.92M - $3.88M
|
25.5K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.54K- 9.1% |
$140K - $284K
|
55.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.71K- 43.74% |
$68.6K - $139K
|
3.48K
$96.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-649- 77.17% |
$16.4K - $33.2K
|
192
$5.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-390- 2.91% |
$9.88K - $20K
|
13K
$361K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-300Closed |
$7.6K - $15.3K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-80- 8.16% |
$2.03K - $4.09K
|
900
$24.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-132K- 84.83% |
$6.18M - $6.85M
|
23.6K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$15.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$281 - $312
|
54K
$1.5M
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.51K- 2.61% |
$295K - $319K
|
243K
$6.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 7.44% |
$85.3K - $92.4K
|
23.5K
$650K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-932- 3.72% |
$42.2K - $45.7K
|
24.1K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$198K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11- 0.24% |
$498 - $539
|
4.49K
$124K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.12K- 49.15% |
$229K - $252K
|
5.29K
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.3K- 67.19% |
$193K - $212K
|
2.1K
$58.2K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-910- 12.27% |
$40.8K - $44.8K
|
6.51K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-429- 81.1% |
$19.2K - $21.1K
|
100
$2.77K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-329- 2.2% |
$14.8K - $16.2K
|
14.7K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$117K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-162- 40.7% |
$7.26K - $7.98K
|
236
$6.54K
|
|