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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.26KClosed |
$161K - $205K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.23KClosed |
$160K - $203K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-3.72K- 41.85% |
$141K - $178K
|
5.16K
$146K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.64KClosed |
$62.2K - $78.8K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-1.63K- 2.24% |
$61.7K - $78.3K
|
71.1K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.46KClosed |
$55.4K - $70.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.4KClosed |
$53.1K - $67.4K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-864Closed |
$32.7K - $41.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-812Closed |
$30.8K - $39K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-611Closed |
$23.1K - $29.3K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-519Closed |
$19.7K - $24.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-506Closed |
$19.2K - $24.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-454Closed |
$17.2K - $21.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-342- 50.15% |
$13K - $16.4K
|
340
$9.59K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-226- 20.47% |
$8.56K - $10.9K
|
878
$24.8K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-209- 0.95% |
$7.92K - $10K
|
21.9K
$618K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-165Closed |
$6.25K - $7.92K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-159Closed |
$6.02K - $7.63K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138Closed |
$5.23K - $6.63K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-138Closed |
$5.23K - $6.63K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-98Closed |
$3.71K - $4.7K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-43- 26.54% |
$1.63K - $2.06K
|
119
$3.36K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-22- 12.22% |
$833 - $1.06K
|
158
$4.46K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.56% |
$379 - $480
|
630
$17.8K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$227 - $288
|
0
$0
|
|
Q1 2022 | |||||||
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-25.9KClosed |
$1.15M - $1.34M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-12.1KClosed |
$536K - $624K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.51KClosed |
$156K - $182K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.26KClosed |
$145K - $169K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.92K- 37.5% |
$130K - $151K
|
4.86K
$137K
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.9KClosed |
$129K - $150K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.74KClosed |
$121K - $141K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2.28KClosed |
$101K - $118K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.18KClosed |
$96.7K - $113K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$95K - $111K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.05KClosed |
$91.2K - $106K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$91.1K - $106K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.04KClosed |
$90.6K - $106K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-2.01KClosed |
$89.3K - $104K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$88.8K - $103K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.99KClosed |
$88.4K - $103K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.98KClosed |
$87.7K - $102K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.22KClosed |
$54.2K - $63.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.02KClosed |
$45.1K - $52.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521Closed |
$23.1K - $27K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-270Closed |
$12K - $14K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-182Closed |
$8.08K - $9.41K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-179Closed |
$7.95K - $9.26K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|