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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-28.2K- 8.15% |
$575K - $712K
|
317K
$8.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28.1K- 8.81% |
$573K - $710K
|
291K
$8.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-28K- 41.95% |
$572K - $708K
|
38.7K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-27.3K- 2.58% |
$557K - $690K
|
1.03M
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.4K- 8.68% |
$540K - $669K
|
278K
$7.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-25.7K- 52.11% |
$524K - $649K
|
23.6K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 66.34% |
$501K - $621K
|
12.5K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.7K- 13.96% |
$484K - $600K
|
146K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-23.4K- 24.36% |
$478K - $592K
|
72.6K
$2.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.8K- 1.18% |
$465K - $576K
|
1.91M
$53M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-22.6K- 1.7% |
$462K - $573K
|
1.31M
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.5K- 22.27% |
$460K - $569K
|
78.6K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22.5K- 39.41% |
$459K - $568K
|
34.5K
$956K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-21.6K- 14.02% |
$442K - $547K
|
133K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-21.3K- 1.71% |
$435K - $538K
|
1.22M
$33.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-21K- 49.84% |
$428K - $531K
|
21.1K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-19.9K- 13.61% |
$406K - $503K
|
126K
$3.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 17.73% |
$404K - $501K
|
91.8K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-18.6K- 11.99% |
$380K - $470K
|
136K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18K- 10.59% |
$367K - $455K
|
152K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17.8K- 8.03% |
$363K - $450K
|
204K
$5.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17.6K- 10.79% |
$360K - $445K
|
146K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-17.5K- 2.34% |
$357K - $442K
|
729K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17.1K- 14.27% |
$349K - $433K
|
103K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17K- 16.64% |
$347K - $429K
|
85.1K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 28.33% |
$345K - $428K
|
42.7K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 3.76% |
$344K - $426K
|
431K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-16.8K- 7.44% |
$343K - $425K
|
209K
$5.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 35.27% |
$341K - $422K
|
30.6K
$849K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.7K- 3.84% |
$340K - $421K
|
417K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16K- 23.74% |
$327K - $405K
|
51.4K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-15.9K- 2.59% |
$325K - $403K
|
600K
$16.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.8K- 19.64% |
$323K - $400K
|
64.6K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 47.7% |
$322K - $399K
|
17.3K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.2K- 7.67% |
$311K - $386K
|
183K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15.1K- 3.28% |
$309K - $383K
|
446K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.2K- 43.84% |
$290K - $359K
|
18.2K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-14.1K- 42.88% |
$289K - $358K
|
18.8K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-14.1K- 20.95% |
$288K - $357K
|
53.2K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-14.1K- 39.4% |
$287K - $356K
|
21.6K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-14K- 22.21% |
$285K - $353K
|
48.9K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 2.27% |
$277K - $344K
|
586K
$16.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 10.96% |
$273K - $338K
|
109K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-13.3K- 4.92% |
$272K - $337K
|
257K
$7.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 5.39% |
$270K - $334K
|
232K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13K- 8.39% |
$265K - $328K
|
142K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-12.5K- 5.97% |
$255K - $315K
|
196K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.4K- 6.83% |
$253K - $314K
|
169K
$4.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-12.2K- 60.2% |
$250K - $310K
|
8.1K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12.2K- 5.31% |
$249K - $308K
|
217K
$6.02M
|