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
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-7.3K
Closed
$172K - $257K
0 $0
Aug 14, 2020 Q2 2020
Zuckerman Investment Group, LLC

Chicago, IL
SELL
 -
-4.49K
Closed
$106K - $158K
0 $0
Jul 15, 2020 Q2 2020
Segment Wealth Management, LLC

SELL
 -
-4.41K
Closed
$104K - $155K
0 $0
Aug 10, 2020 Q2 2020
Valtinson Bruner Financial Planning LLC

SELL
 -
-3.54K
Closed
$83.4K - $125K
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-432
Closed
$10.2K - $15.2K
0 $0
Q1 2020
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-266K
Closed
$5.94M - $10.3M
0 $0
May 14, 2020 Q1 2020
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-44.1K
Closed
$984K - $1.71M
0 $0
Apr 16, 2020 Q1 2020
Aprio Wealth Management, LLC

SELL
 -
-30K
Closed
$669K - $1.16M
0 $0
May 08, 2020 Q1 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-28.4K
Closed
$633K - $1.1M
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-23.3K
Closed
$520K - $903K
0 $0
May 04, 2020 Q1 2020
Jackson Hole Capital Partners, LLC

SELL
 -
-15.9K
Closed
$354K - $615K
0 $0
May 11, 2020 Q1 2020
Sather Financial Group Inc

SELL
 -
-12.4K
Closed
$276K - $479K
0 $0
Apr 28, 2020 Q1 2020
Rovin Capital

SELL
 -
-11.4K
Closed
$254K - $440K
0 $0
Apr 28, 2020 Q1 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-10.5K
Closed
$233K - $405K
0 $0
Apr 21, 2020 Q1 2020
Wj Wealth Management, LLC

SELL
 -
-9.79K
Closed
$218K - $379K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-9.54K
Closed
$213K - $369K
0 $0
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-9.39K
Closed
$209K - $363K
0 $0
Apr 06, 2020 Q1 2020
New England Guild Wealth Advisors, Inc.

SELL
 -
-8.1K
Closed
$181K - $313K
0 $0
Apr 17, 2020 Q1 2020
Wedbush Securities Inc

SELL
 -
-7.11K
Closed
$159K - $275K
0 $0
May 06, 2020 Q1 2020
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-7.1K
Closed
$158K - $275K
0 $0
Apr 10, 2020 Q1 2020
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-6.38K
Closed
$142K - $247K
0 $0
May 15, 2020 Q1 2020
Prestige Wealth Management Group LLC

SELL
 -
-6.21K
Closed
$138K - $240K
0 $0
May 14, 2020 Q1 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-6.14K
Closed
$137K - $238K
0 $0
Apr 23, 2020 Q1 2020
Clear Creek Financial Management, LLC

SELL
 -
-5.96K
Closed
$133K - $230K
0 $0
May 14, 2020 Q1 2020
Lake Street Advisors Group, LLC

SELL
 -
-5.76K
Closed
$128K - $223K
0 $0
May 11, 2020 Q1 2020
Hartline Investment Corp

Winnetka, IL
SELL
 -
-5.22K
Closed
$116K - $202K
0 $0
Apr 28, 2020 Q1 2020
Essex Savings Bank

SELL
 -
-4.88K
Closed
$109K - $189K
0 $0
May 14, 2020 Q1 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-4.31K
Closed
$96K - $167K
0 $0
May 01, 2020 Q1 2020
Good Life Advisors, LLC

SELL
 -
-4.07K
Closed
$90.6K - $157K
0 $0
Apr 28, 2020 Q1 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-3.69K
Closed
$82.3K - $143K
0 $0
May 08, 2020 Q1 2020
Orser Capital Management, LLC

SELL
 -
-3.58K
Closed
$79.8K - $139K
0 $0
May 22, 2020 Q1 2020
Integrated Investment Consultants, LLC

SELL
 -
-3.5K
Closed
$78K - $135K
0 $0
Apr 07, 2020 Q1 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-3.46K
Closed
$77.2K - $134K
0 $0
May 13, 2020 Q1 2020
Aufman Associates Inc

Sewickley, PA
SELL
 -
-3.29K
Closed
$73.4K - $127K
0 $0
Apr 17, 2020 Q1 2020
Wealth Cmt

SELL
 -
-2.97K
Closed
$66.2K - $115K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-2.87K
Closed
$64K - $111K
0 $0
Apr 10, 2020 Q1 2020
Lantz Financial LLC

SELL
 -
-2.83K
Closed
$63.1K - $110K
0 $0
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-2.77K
Closed
$61.8K - $107K
0 $0
May 01, 2020 Q1 2020
Bernardo Wealth Planning LLC

SELL
 -
-2.71K
Closed
$60.4K - $105K
0 $0
Apr 16, 2020 Q1 2020
Steel Peak Wealth Management LLC

SELL
 -
-2.68K
Closed
$59.7K - $104K
0 $0
May 01, 2020 Q1 2020
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.35K
Closed
$30.2K - $52.4K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.11K
Closed
$24.8K - $43.1K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-726
Closed
$16.2K - $28.1K
0 $0
Apr 30, 2020 Q1 2020
Moser Wealth Advisors, LLC

SELL
 -
-299
Closed
$6.66K - $11.6K
0 $0
May 15, 2020 Q1 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-162
Closed
$3.61K - $6.27K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-159
Closed
$3.54K - $6.15K
0 $0
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-45
Closed
$1K - $1.74K
0 $0
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-16
Closed
$357 - $619
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$22.3 - $38.7
0 $0

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