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 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.82K- 5.06% |
$181K - $211K
|
147K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-7.81K- 1.17% |
$181K - $211K
|
660K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.8K- 2.38% |
$181K - $211K
|
319K
$8.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.59K- 20.89% |
$176K - $205K
|
28.7K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.53K- 8.89% |
$174K - $203K
|
77.1K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-7.5K- 0.56% |
$174K - $203K
|
1.33M
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-7.35K- 5.56% |
$170K - $199K
|
125K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.3K- 2.07% |
$169K - $197K
|
345K
$8.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.28K- 36.46% |
$169K - $197K
|
12.7K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-7.23K- 35.1% |
$167K - $195K
|
13.4K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-7.1K- 14.55% |
$164K - $192K
|
41.7K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 37.94% |
$163K - $191K
|
11.5K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.88K- 1.51% |
$159K - $186K
|
448K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.66K- 4.38% |
$154K - $180K
|
146K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.65K- 2.66% |
$154K - $180K
|
243K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.58K- 2.3% |
$152K - $178K
|
279K
$7.17M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.48K- 11.63% |
$150K - $175K
|
49.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.31K- 13.05% |
$146K - $171K
|
42K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.12K- 2.15% |
$142K - $165K
|
278K
$7.14M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.06K- 13.32% |
$140K - $164K
|
39.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.87K- 0.94% |
$136K - $159K
|
616K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-5.81K- 29.26% |
$134K - $157K
|
14K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.74K- 15.19% |
$133K - $155K
|
32.1K
$824K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.74K- 22.53% |
$133K - $155K
|
19.7K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.57K- 2.71% |
$129K - $151K
|
200K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.41K- 1.22% |
$125K - $146K
|
439K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.35K- 17.54% |
$124K - $145K
|
25.1K
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.32K- 4.7% |
$123K - $144K
|
108K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-5.23K- 7.89% |
$121K - $141K
|
61K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.19K- 21.07% |
$120K - $140K
|
19.4K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 33.17% |
$115K - $135K
|
10K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.92K- 1.66% |
$114K - $133K
|
292K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-4.89K- 1.5% |
$113K - $132K
|
321K
$8.23M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.83K- 9.76% |
$112K - $131K
|
44.7K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.67K- 88.05% |
$108K - $126K
|
633
$16.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.61K- 2.9% |
$107K - $125K
|
154K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.51K- 16.92% |
$105K - $122K
|
22.2K
$569K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.42K- 7.65% |
$102K - $119K
|
53.3K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 8.16% |
$101K - $118K
|
49.2K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.34K- 40.84% |
$101K - $117K
|
6.29K
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.28K- 4.84% |
$99K - $116K
|
84K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.27K- 2.02% |
$98.8K - $115K
|
207K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.21K- 7.72% |
$97.5K - $114K
|
50.4K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.2K- 9.3% |
$97.2K - $113K
|
40.9K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.19K- 8.82% |
$97K - $113K
|
43.3K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.17K- 2.2% |
$96.6K - $113K
|
186K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.14K- 2.49% |
$95.9K - $112K
|
162K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.11K- 11.07% |
$95.3K - $111K
|
33K
$848K
|