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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 3.8% |
$162K - $180K
|
87.4K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 1.78% |
$161K - $178K
|
189K
$4.85M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.25K- 0.75% |
$152K - $169K
|
429K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 1.41% |
$151K - $167K
|
225K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.14K- 1.89% |
$147K - $163K
|
164K
$4.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.11K- 28.78% |
$146K - $161K
|
7.69K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.08K- 29.07% |
$144K - $160K
|
7.5K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.83K- 10.14% |
$133K - $147K
|
25.1K
$642K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 2.61% |
$132K - $146K
|
105K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.65K- 1.93% |
$124K - $138K
|
135K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 6.97% |
$109K - $121K
|
31.1K
$797K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.31K- 1.06% |
$108K - $120K
|
215K
$5.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.2K- 2.71% |
$103K - $114K
|
78.9K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 7.08% |
$96.1K - $107K
|
26.9K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95K- 5.36% |
$91.6K - $101K
|
34.5K
$883K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.94K- 7.94% |
$90.8K - $101K
|
22.4K
$575K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.65% |
$87K - $96.3K
|
49K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.82K- 5.48% |
$85.5K - $94.7K
|
31.4K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.78K- 7.9% |
$83.6K - $92.6K
|
20.8K
$533K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 7.47% |
$82.6K - $91.5K
|
21.8K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.74K- 0.55% |
$81.8K - $90.6K
|
318K
$8.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.73K- 4.81% |
$81.2K - $89.9K
|
34.2K
$877K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 1.68% |
$75.8K - $84K
|
94.3K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.59K- 0.92% |
$74.5K - $82.5K
|
170K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.58K- 6.55% |
$73.9K - $81.8K
|
22.5K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 3.13% |
$71.9K - $79.7K
|
47.5K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.53K- 0.93% |
$71.9K - $79.6K
|
163K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.48K- 3.93% |
$69.3K - $76.7K
|
36.1K
$926K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 18.84% |
$66.5K - $73.6K
|
6.11K
$156K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.04% |
$63.3K - $70.1K
|
15.4K
$396K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.3K- 3.17% |
$61.1K - $67.7K
|
39.8K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.21% |
$61.1K - $67.7K
|
106K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 14.74% |
$58.9K - $65.3K
|
7.26K
$186K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.11K- 1.64% |
$52.2K - $57.9K
|
66.8K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.04K- 7.98% |
$48.7K - $53.9K
|
12K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03K- 2.09% |
$48.4K - $53.6K
|
48.3K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 1.29% |
$48K - $53.2K
|
78.3K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$164K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-948- 8.39% |
$44.5K - $49.3K
|
10.3K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-939- 1.95% |
$44K - $48.8K
|
47.2K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-932- 5.94% |
$43.7K - $48.4K
|
14.7K
$378K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 0.97% |
$42.8K - $47.4K
|
93.4K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-883- 5.56% |
$41.4K - $45.9K
|
15K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-871- 3.89% |
$40.8K - $45.3K
|
21.5K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 2.56% |
$39.6K - $43.9K
|
32.2K
$824K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-828- 1.26% |
$38.8K - $43K
|
65.1K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-805- 6.19% |
$37.8K - $41.8K
|
12.2K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-800- 3.39% |
$37.5K - $41.6K
|
22.8K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-798- 0.82% |
$37.4K - $41.5K
|
97K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 1.16% |
$36.1K - $40K
|
65.5K
$1.68M
|