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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11.8K- 25.98% |
$241K - $298K
|
33.6K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.8K- 3.31% |
$240K - $298K
|
344K
$9.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.7K- 5.21% |
$239K - $296K
|
213K
$5.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.7K- 51.8% |
$238K - $295K
|
10.9K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.6K- 54.27% |
$237K - $293K
|
9.77K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 4.19% |
$220K - $272K
|
246K
$6.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.99K- 3.43% |
$204K - $253K
|
282K
$7.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.97K- 5.98% |
$204K - $252K
|
157K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-9.73K- 17.29% |
$199K - $246K
|
46.5K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 9.81% |
$197K - $244K
|
88.8K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.49K- 3.67% |
$194K - $240K
|
249K
$6.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.48K- 6.46% |
$194K - $240K
|
137K
$3.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-9.12K- 22.79% |
$186K - $231K
|
30.9K
$855K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.1K- 50.17% |
$186K - $230K
|
9.03K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-8.86K- 4.8% |
$181K - $224K
|
176K
$4.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-8.85K- 6.51% |
$181K - $224K
|
127K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-8.8K- 1.93% |
$180K - $223K
|
448K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.6K- 18.78% |
$176K - $217K
|
37.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8.51K- 13.24% |
$174K - $215K
|
55.8K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.21K- 5.33% |
$168K - $208K
|
146K
$4.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.17K- 11.41% |
$167K - $207K
|
63.5K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.08K- 10.49% |
$165K - $204K
|
69K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-8.07K- 19.71% |
$165K - $204K
|
32.9K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.56K- 46.74% |
$154K - $191K
|
8.61K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-7.51K- 8.57% |
$153K - $190K
|
80.2K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.47K- 11.97% |
$153K - $189K
|
54.9K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-7.25K- 3.18% |
$148K - $183K
|
220K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-7.22K- 1.61% |
$147K - $183K
|
441K
$12.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7.19K- 4.11% |
$147K - $182K
|
168K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-7.04K- 18.45% |
$144K - $178K
|
31.1K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.01K- 3.58% |
$143K - $177K
|
189K
$5.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-7K- 4.7% |
$143K - $177K
|
142K
$3.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.88K- 3.72% |
$140K - $174K
|
178K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.87K- 39.05% |
$140K - $174K
|
10.7K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-6.81K- 4.36% |
$139K - $172K
|
149K
$4.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.76K- 95.43% |
$138K - $171K
|
324
$8.97K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-6.76K- 16.36% |
$138K - $171K
|
34.5K
$957K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.74K- 8.02% |
$138K - $171K
|
77.3K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.65K- 4.71% |
$136K - $168K
|
134K
$3.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.47K- 18.3% |
$132K - $164K
|
28.9K
$800K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-6.46K- 31.79% |
$132K - $163K
|
13.9K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.43K- 13.12% |
$131K - $163K
|
42.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.41K- 7.38% |
$131K - $162K
|
80.5K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-6.4K- 43.24% |
$131K - $162K
|
8.4K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.22K- 23.03% |
$127K - $157K
|
20.8K
$575K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.12K- 6.51% |
$125K - $155K
|
87.8K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.69K- 5.94% |
$116K - $144K
|
90.1K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.65K- 21.18% |
$115K - $143K
|
21K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.43K- 8.05% |
$111K - $137K
|
62K
$1.72M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.34K- 2.63% |
$109K - $135K
|
198K
$5.47M
|