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, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-56- 20.97% |
$2.51K - $2.76K
|
211
$5.8K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-30- 0.59% |
$1.35K - $1.48K
|
5.04K
$138K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 2.58% |
$1.35K - $1.48K
|
1.14K
$31.2K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-16- 7.55% |
$717 - $788
|
196
$5.39K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-14- 87.5% |
$628 - $689
|
2
$55
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 0.28% |
$583 - $640
|
4.6K
$127K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10- 2.17% |
$448 - $492
|
450
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-8- 3.85% |
$359 - $394
|
200
$5.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-6- 0.07% |
$269 - $295
|
8.35K
$230K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.24K- 9.27% |
$124K - $156K
|
31.7K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 1.32% |
$114K - $144K
|
224K
$6.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$130K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 24.94% |
$93K - $117K
|
7.34K
$202K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.36K- 13.52% |
$90.1K - $114K
|
15.1K
$416K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.01K- 25.45% |
$76.5K - $96.3K
|
5.88K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.06K- 15.46% |
$40.2K - $50.7K
|
5.77K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 63.12% |
$39.6K - $49.9K
|
607
$16.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-945- 4.16% |
$36K - $45.4K
|
21.8K
$598K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-678- 6.36% |
$25.9K - $32.6K
|
9.98K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-549- 38.02% |
$20.9K - $26.4K
|
895
$24.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-380- 21.02% |
$14.5K - $18.2K
|
1.43K
$39.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-225- 80.36% |
$8.58K - $10.8K
|
55
$1.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-220- 3.47% |
$8.39K - $10.6K
|
6.13K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-196- 16.55% |
$7.47K - $9.41K
|
988
$27.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-196- 3.07% |
$7.47K - $9.41K
|
6.19K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174- 99.43% |
$6.63K - $8.36K
|
1
$27.5
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-169- 4.63% |
$6.44K - $8.12K
|
3.48K
$95.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-120- 23.08% |
$4.58K - $5.76K
|
400
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$412
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.31% |
$1.14K - $1.44K
|
9.78K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 2.53% |
$953 - $1.2K
|
964
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-9- 0.18% |
$343 - $432
|
4.93K
$135K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.02% |
$76.3 - $96
|
12.2K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.38% |
$38.1 - $48
|
41
$1.13K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-243K- 94.39% |
$9.93M - $11.2M
|
14.4K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.26K- 3.07% |
$133K - $150K
|
103K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.85K- 8.29% |
$116K - $131K
|
31.5K
$865K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.65% |
$86.7K - $97.9K
|
43.6K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.1K- 6.44% |
$44.9K - $50.7K
|
16K
$440K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-567- 27.26% |
$23.2K - $26.1K
|
1.51K
$41.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-365- 99.73% |
$14.9K - $16.8K
|
1
$27.5
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 17.41% |
$12.3K - $13.9K
|
1.43K
$39.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-274- 4.97% |
$11.2K - $12.6K
|
5.23K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-208- 5.25% |
$8.5K - $9.59K
|
3.75K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-180- 32.03% |
$7.35K - $8.3K
|
382
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-122- 4.82% |
$4.98K - $5.62K
|
2.41K
$66.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-38- 0.35% |
$1.55K - $1.75K
|
10.8K
$298K
|
|