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 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 16.68% |
$70.8K - $78.5K
|
7.54K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.48K- 3.93% |
$69.3K - $76.7K
|
36.1K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 13.84% |
$68.4K - $75.8K
|
9.08K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.46K- 24.45% |
$68.2K - $75.6K
|
4.5K
$122K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.44K- 2.1% |
$67.5K - $74.8K
|
67.1K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.43K- 1.79% |
$67K - $74.3K
|
78.6K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 18.84% |
$66.5K - $73.6K
|
6.11K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.4K- 5.81% |
$65.7K - $72.8K
|
22.7K
$617K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.38K- 2.61% |
$64.6K - $71.6K
|
51.5K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.04% |
$63.3K - $70.1K
|
15.4K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.34K- 17.12% |
$62.7K - $69.4K
|
6.47K
$176K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.3K- 3.17% |
$61.1K - $67.7K
|
39.8K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.21% |
$61.1K - $67.7K
|
106K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.28K- 4.46% |
$60K - $66.5K
|
27.4K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 14.74% |
$58.9K - $65.3K
|
7.26K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.12K- 5.58% |
$52.6K - $58.3K
|
19K
$515K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.11K- 1.64% |
$52.2K - $57.9K
|
66.8K
$1.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.1K- 4.46% |
$51.4K - $56.9K
|
23.5K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.06K- 7.87% |
$49.8K - $55.1K
|
12.4K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.04K- 7.98% |
$48.7K - $53.9K
|
12K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 1.48% |
$48.4K - $53.6K
|
68.9K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03K- 2.09% |
$48.4K - $53.6K
|
48.3K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 1.29% |
$48K - $53.2K
|
78.3K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.02K- 2.94% |
$47.7K - $52.8K
|
33.5K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-989- 90.57% |
$46.4K - $51.4K
|
103
$2.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$174K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-948- 8.39% |
$44.5K - $49.3K
|
10.3K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-939- 1.95% |
$44K - $48.8K
|
47.2K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-932- 5.94% |
$43.7K - $48.4K
|
14.7K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 0.97% |
$42.8K - $47.4K
|
93.4K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-897- 3.45% |
$42.1K - $46.6K
|
25.1K
$681K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-883- 5.56% |
$41.4K - $45.9K
|
15K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-871- 3.89% |
$40.8K - $45.3K
|
21.5K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 2.56% |
$39.6K - $43.9K
|
32.2K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-830- 5.25% |
$38.9K - $43.1K
|
15K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-828- 1.26% |
$38.8K - $43K
|
65.1K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-816- 12.3% |
$38.3K - $42.4K
|
5.82K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-810- 10.61% |
$38K - $42.1K
|
6.82K
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-805- 6.19% |
$37.8K - $41.8K
|
12.2K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-800- 3.39% |
$37.5K - $41.6K
|
22.8K
$619K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-798- 0.82% |
$37.4K - $41.5K
|
97K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 1.16% |
$36.1K - $40K
|
65.5K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-765- 10.53% |
$35.9K - $39.7K
|
6.5K
$176K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-764- 2.38% |
$35.8K - $39.7K
|
31.3K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-759- 6.19% |
$35.6K - $39.4K
|
11.5K
$312K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-753- 1.3% |
$35.3K - $39.1K
|
57K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-743- 5.06% |
$34.8K - $38.6K
|
13.9K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-738- 2.15% |
$34.6K - $38.3K
|
33.6K
$912K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-729- 3.98% |
$34.2K - $37.9K
|
17.6K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-729- 5.7% |
$34.2K - $37.9K
|
12.1K
$327K
|