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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.88K- 13.05% |
$416K - $461K
|
59.1K
$1.58M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.82K- 18.91% |
$414K - $458K
|
37.8K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.68K- 6.97% |
$360K - $399K
|
102K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-7.62K- 5.39% |
$357K - $396K
|
134K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.58K- 9.33% |
$355K - $394K
|
73.6K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.3K- 55.78% |
$343K - $379K
|
5.79K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-6.63K- 7.55% |
$311K - $345K
|
81.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.91K- 8.6% |
$277K - $307K
|
62.9K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 43.55% |
$267K - $296K
|
7.38K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 36.28% |
$253K - $281K
|
9.49K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.35K- 9.14% |
$251K - $278K
|
53.2K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.1K- 34.32% |
$239K - $265K
|
9.76K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.02K- 12.61% |
$235K - $261K
|
34.8K
$929K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 18.52% |
$235K - $260K
|
22K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.5K- 86.56% |
$211K - $234K
|
698
$18.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.43K- 25.52% |
$208K - $230K
|
12.9K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.96K- 1.45% |
$186K - $206K
|
270K
$7.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.9K- 2.69% |
$183K - $203K
|
141K
$3.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.86K- 2.53% |
$181K - $201K
|
149K
$3.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.77K- 30.86% |
$177K - $196K
|
8.46K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.76K- 4.47% |
$176K - $195K
|
80.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.54K- 5.0% |
$166K - $184K
|
67.2K
$1.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.54K- 36.8% |
$166K - $184K
|
6.08K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.53K- 23.83% |
$165K - $183K
|
11.3K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.47K- 3.23% |
$163K - $180K
|
104K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 3.8% |
$162K - $180K
|
87.4K
$2.34M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 1.78% |
$161K - $178K
|
189K
$5.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 1.41% |
$151K - $167K
|
225K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 1.73% |
$149K - $165K
|
181K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15K- 1.1% |
$148K - $163K
|
282K
$7.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.11K- 28.78% |
$146K - $161K
|
7.69K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.08K- 43.96% |
$144K - $160K
|
3.93K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3K- 31.28% |
$141K - $156K
|
6.58K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$135K - $149K
|
25.8K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 4.84% |
$128K - $142K
|
53.8K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.71K- 25.64% |
$127K - $141K
|
7.87K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.67K- 2.7% |
$125K - $139K
|
96.2K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 8.45% |
$123K - $136K
|
28.5K
$761K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.5K- 11.24% |
$117K - $130K
|
19.7K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 7.14% |
$116K - $128K
|
32K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 6.97% |
$109K - $121K
|
31.1K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.91% |
$105K - $116K
|
43.2K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.2K- 2.71% |
$103K - $114K
|
78.9K
$2.11M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.1K- 4.92% |
$98.5K - $109K
|
40.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.05K- 2.94% |
$96.2K - $107K
|
67.8K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2K- 16.98% |
$94K - $104K
|
9.8K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 1.98% |
$93.3K - $103K
|
98.2K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.82K- 5.48% |
$85.5K - $94.7K
|
31.4K
$839K
|