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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.06K- 97.07% |
$42.3K - $46.4K
|
32
$900
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.02K- 2.71% |
$40.7K - $44.7K
|
36.6K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-852- 15.62% |
$34K - $37.3K
|
4.6K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-458- 8.95% |
$18.3K - $20.1K
|
4.66K
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-359- 15.28% |
$14.3K - $15.7K
|
1.99K
$56K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-325- 2.09% |
$13K - $14.2K
|
15.2K
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-325- 94.2% |
$13K - $14.2K
|
20
$562
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-257- 4.47% |
$10.3K - $11.3K
|
5.5K
$155K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 0.64% |
$2.95K - $3.24K
|
11.4K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-62- 3.87% |
$2.47K - $2.72K
|
1.54K
$43.4K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-44- 0.58% |
$1.76K - $1.93K
|
7.6K
$214K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 0.16% |
$639 - $701
|
10K
$281K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 24.48% |
$478K - $557K
|
37K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.19K- 19.55% |
$167K - $194K
|
17.2K
$484K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 97.61% |
$130K - $152K
|
80
$2.25K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.27K- 39.91% |
$130K - $152K
|
4.92K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.65K- 3.61% |
$105K - $123K
|
70.6K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.68K- 16.49% |
$66.9K - $77.8K
|
8.5K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.38K- 18.37% |
$54.9K - $63.9K
|
6.13K
$172K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.36K- 1.85% |
$54.1K - $63K
|
71.9K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.04K- 10.47% |
$41.5K - $48.3K
|
8.91K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-310- 5.82% |
$12.3K - $14.4K
|
5.02K
$141K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-171- 22.18% |
$6.81K - $7.93K
|
600
$16.9K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-142- 12.32% |
$5.65K - $6.58K
|
1.01K
$28.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-33.9K- 31.93% |
$1.29M - $1.47M
|
72.2K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-22.4K- 67.38% |
$858K - $977K
|
10.9K
$305K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16.7K- 11.73% |
$637K - $726K
|
125K
$3.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14.7K- 85.39% |
$561K - $639K
|
2.51K
$70.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.05K- 48.94% |
$117K - $133K
|
3.18K
$89.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.91K- 7.15% |
$72.9K - $83K
|
24.8K
$696K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 8.9% |
$51.3K - $58.4K
|
13.7K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2K- 99.92% |
$45.9K - $52.2K
|
1
$28.1
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-534- 57.48% |
$20.4K - $23.3K
|
395
$11.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-221- 5.38% |
$8.45K - $9.62K
|
3.89K
$109K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-154- 4.3% |
$5.89K - $6.71K
|
3.42K
$96.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-133- 1.48% |
$5.09K - $5.79K
|
8.85K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-120- 1.39% |
$4.59K - $5.22K
|
8.51K
$239K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-78Closed |
$2.98K - $3.4K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 1.4% |
$1.07K - $1.22K
|
1.98K
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12- 24.0% |
$459 - $522
|
38
$1.07K
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1- -0.0% |
$38.3 - $43.5
|
20.1K
$566K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-10.9K- 89.8% |
$410K - $500K
|
1.24K
$34.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.43K- 44.86% |
$242K - $295K
|
7.91K
$222K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.75K- 5.69% |
$104K - $126K
|
45.7K
$1.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.5K- 71.84% |
$94.1K - $115K
|
980
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.22K- 1.89% |
$83.6K - $102K
|
115K
$3.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.12K- 4.84% |
$79.7K - $97.2K
|
41.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-638- 2.1% |
$24K - $29.3K
|
29.7K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-203- 1.31% |
$7.64K - $9.32K
|
15.3K
$431K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-138- 2.38% |
$5.2K - $6.33K
|
5.65K
$159K
|
|