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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-18.6K- 41.65% |
$432K - $504K
|
26.1K
$671K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.6K- 7.77% |
$432K - $504K
|
221K
$5.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16.1K- 46.14% |
$373K - $436K
|
18.8K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16K- 57.79% |
$371K - $434K
|
11.7K
$301K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 7.42% |
$363K - $424K
|
196K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.4K- 11.37% |
$357K - $416K
|
120K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-15.4K- 7.12% |
$356K - $416K
|
201K
$5.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-15.2K- 9.71% |
$351K - $410K
|
141K
$3.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14.6K- 94.28% |
$337K - $394K
|
884
$22.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14.5K- 7.4% |
$337K - $393K
|
182K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-14.5K- 62.16% |
$336K - $392K
|
8.82K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 16.11% |
$328K - $383K
|
73.8K
$1.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-14K- 14.05% |
$324K - $379K
|
85.7K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13.8K- 55.76% |
$320K - $374K
|
11K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.2K- 6.24% |
$306K - $357K
|
199K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.1K- 6.2% |
$304K - $355K
|
199K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.8K- 82.31% |
$297K - $346K
|
2.75K
$70.7K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.81M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 51.57% |
$285K - $333K
|
11.6K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 4.57% |
$285K - $332K
|
257K
$6.59M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.51% |
$282K - $330K
|
104K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.73% |
$277K - $323K
|
532
$13.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 4.99% |
$274K - $320K
|
226K
$5.79M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 41.63% |
$270K - $315K
|
16.4K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 12.67% |
$270K - $315K
|
80.4K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.5K- 0.95% |
$265K - $310K
|
1.2M
$30.8M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11K- 99.97% |
$255K - $297K
|
3
$77
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.9K- 22.28% |
$253K - $296K
|
38.1K
$980K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 1.72% |
$242K - $283K
|
599K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.1K- 12.4% |
$235K - $274K
|
71.6K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-9.98K- 5.77% |
$231K - $270K
|
163K
$4.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.71K- 50.0% |
$225K - $263K
|
9.71K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-9.68K- 3.45% |
$224K - $262K
|
271K
$6.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9.55K- 21.25% |
$221K - $258K
|
35.4K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-9.29K- 3.82% |
$215K - $251K
|
234K
$6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-9.25K- 7.69% |
$214K - $250K
|
111K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.23K- 37.09% |
$214K - $250K
|
15.7K
$402K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.93K- 2.53% |
$207K - $241K
|
344K
$8.84M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-8.9K- 1.28% |
$206K - $241K
|
689K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.85K- 6.73% |
$205K - $239K
|
123K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.66K- 6.21% |
$201K - $234K
|
131K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-8.66K- 7.93% |
$201K - $234K
|
100K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.42K- 17.19% |
$195K - $228K
|
40.6K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.39K- 32.8% |
$194K - $227K
|
17.2K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.38K- 6.24% |
$194K - $227K
|
126K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.27K- 14.24% |
$191K - $223K
|
49.8K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.01K- 30.72% |
$186K - $217K
|
18.1K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.87K- 8.37% |
$182K - $213K
|
86.2K
$2.21M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-7.86KClosed |
$182K - $213K
|
0
$0
|