Latest Institutional Sells of Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

SELL
 -
-16.7K
- 11.73%
$637K - $726K
125K $3.47M
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-14.7K
- 85.39%
$561K - $639K
2.51K $69.5K
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

SELL
 -
-1.91K
- 7.15%
$72.9K - $83K
24.8K $686K
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

SELL
 -
-1.34K
- 8.9%
$51.3K - $58.4K
13.7K $381K
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.2K
- 99.92%
$45.9K - $52.2K
1 $27.7
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

SELL
 -
-221
- 5.38%
$8.45K - $9.62K
3.89K $108K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-154
- 4.3%
$5.89K - $6.71K
3.42K $94.8K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

SELL
 -
-133
- 1.48%
$5.09K - $5.79K
8.85K $245K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

SELL
 -
-120
- 1.39%
$4.59K - $5.22K
8.51K $236K
Feb 28, 2024 Q4 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-78
Closed
$2.98K - $3.4K
0 $0
Feb 02, 2023 Q4 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-1
- -0.0%
$38.3 - $43.5
20.1K $557K
Q3 2022
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

SELL
 -
-10.9K
- 89.8%
$410K - $500K
1.24K $34.3K
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
SELL
 -
-6.43K
- 44.86%
$242K - $295K
7.91K $219K
Oct 18, 2022 Q3 2022
Domani Wealth, LLC

SELL
 -
-2.75K
- 5.69%
$104K - $126K
45.7K $1.27M
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-2.22K
- 1.89%
$83.6K - $102K
115K $3.19M
Oct 28, 2022 Q3 2022
Brightworth

SELL
 -
-2.12K
- 4.84%
$79.7K - $97.2K
41.6K $1.15M
Nov 14, 2022 Q3 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-638
- 2.1%
$24K - $29.3K
29.7K $822K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-203
- 1.31%
$7.64K - $9.32K
15.3K $424K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-138
- 2.38%
$5.2K - $6.33K
5.65K $157K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

SELL
 -
-123
- 20.2%
$4.63K - $5.65K
486 $13.5K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

SELL
 -
-114
- 1.09%
$4.29K - $5.23K
10.3K $286K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-91
- 58.71%
$3.43K - $4.18K
64 $1.77K
Oct 20, 2022 Q3 2022
Aurora Investment Managers, Llc.

SELL
 -
-8
- 0.13%
$301 - $367
6.29K $174K
Oct 25, 2022 Q3 2022
Financial Advantage, Inc.

SELL
 -
-6
- 4.96%
$226 - $275
115 $3.19K
Q2 2022
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-5.42M
Closed
$205M - $260M
0 $0
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-290K
- 60.74%
$11M - $13.9M
188K $5.2M
Jul 27, 2022 Q2 2022
West Wealth Group, LLC

SELL
 -
-160K
Closed
$6.05M - $7.67M
0 $0
Aug 12, 2022 Q2 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-92.9K
Closed
$3.52M - $4.46M
0 $0
Jul 14, 2022 Q2 2022
B&D White Capital Company, LLC

SELL
 -
-71.8K
Closed
$2.72M - $3.45M
0 $0
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

SELL
 -
-41.7K
Closed
$1.58M - $2M
0 $0
Jul 15, 2022 Q2 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-40.4K
Closed
$1.53M - $1.94M
0 $0
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-36.2K
Closed
$1.37M - $1.74M
0 $0
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-29.6K
- 84.66%
$1.12M - $1.42M
5.37K $149K
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-24.4K
Closed
$926K - $1.17M
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-21.2K
Closed
$804K - $1.02M
0 $0
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-21K
Closed
$795K - $1.01M
0 $0
Jul 21, 2022 Q2 2022
Astoria Strategic Wealth, Inc.

SELL
 -
-20.2K
Closed
$764K - $968K
0 $0
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

SELL
 -
-19.6K
- 95.05%
$742K - $941K
1.02K $28.3K
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-19.6K
Closed
$741K - $939K
0 $0
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-16.1K
Closed
$611K - $774K
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-15.1K
Closed
$570K - $723K
0 $0
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-12.1K
Closed
$457K - $579K
0 $0
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-9.43K
Closed
$357K - $452K
0 $0
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-8.57K
Closed
$325K - $412K
0 $0
Jul 20, 2022 Q2 2022
Ledge Wealth Management, Inc.

SELL
 -
-8.41K
Closed
$319K - $404K
0 $0
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-7.99K
Closed
$303K - $384K
0 $0
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-7.31K
Closed
$277K - $351K
0 $0
Aug 11, 2022 Q2 2022
Maryland Capital Management

Towson, MD
SELL
 -
-7.08K
Closed
$268K - $340K
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-6.87K
Closed
$260K - $330K
0 $0

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