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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-5.23K- 7.47% |
$107K - $132K
|
64.8K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.21K- 39.19% |
$106K - $132K
|
8.08K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.13K- 43.93% |
$105K - $130K
|
6.55K
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.13K- 27.49% |
$105K - $130K
|
13.5K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.11K- 2.16% |
$104K - $129K
|
232K
$6.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-5.09K- 2.66% |
$104K - $129K
|
186K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.99K- 3.07% |
$102K - $126K
|
157K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.96K- 7.44% |
$101K - $126K
|
61.8K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.8K- 12.9% |
$98K - $121K
|
32.4K
$898K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.78K- 2.16% |
$97.6K - $121K
|
216K
$6M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.71K- 2.35% |
$96.2K - $119K
|
195K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$38.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.67K- 16.9% |
$95.4K - $118K
|
23K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.67K- 1.1% |
$95.3K - $118K
|
420K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.58K- 10.89% |
$93.4K - $116K
|
37.5K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.54K- 7.37% |
$92.8K - $115K
|
57.1K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.53K- 3.78% |
$92.4K - $115K
|
115K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.47K- 26.24% |
$91.3K - $113K
|
12.6K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.42K- 3.51% |
$90.3K - $112K
|
122K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.42K- 18.65% |
$90.2K - $112K
|
19.3K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.36K- 1.61% |
$89.1K - $110K
|
267K
$7.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 10.58% |
$84.7K - $105K
|
35.1K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 3.42% |
$83.7K - $104K
|
116K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.04K- 10.3% |
$82.6K - $102K
|
35.2K
$976K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.03K- 3.88% |
$82.2K - $102K
|
99.8K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.99K- 27.36% |
$81.5K - $101K
|
10.6K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.85K- 4.05% |
$78.6K - $97.4K
|
91.2K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.77K- 10.17% |
$77K - $95.5K
|
33.3K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.73K- 3.36% |
$76.2K - $94.5K
|
107K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.45K- 2.54% |
$70.5K - $87.3K
|
132K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.29K- 9.91% |
$67.1K - $83.2K
|
29.9K
$828K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.28K- 2.55% |
$66.9K - $82.9K
|
125K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.27K- 2.86% |
$66.7K - $82.7K
|
111K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.26K- 14.68% |
$66.5K - $82.5K
|
18.9K
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 4.66% |
$65.1K - $80.7K
|
65.2K
$1.81M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 1.21% |
$64.3K - $79.7K
|
256K
$7.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 4.38% |
$64.3K - $79.7K
|
68.7K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.15K- 1.67% |
$64.2K - $79.6K
|
186K
$5.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.12K- 1.06% |
$63.6K - $78.9K
|
291K
$8.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.11K- 2.83% |
$63.5K - $78.7K
|
107K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.1K- 18.18% |
$63.2K - $78.4K
|
13.9K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.08K- 5.4% |
$62.8K - $77.8K
|
53.9K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-3.05K- 4.06% |
$62.2K - $77.1K
|
72.1K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.02K- 24.88% |
$61.6K - $76.3K
|
9.1K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 18.87% |
$61.6K - $76.3K
|
13K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.97K- 23.43% |
$60.7K - $75.2K
|
9.71K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.96K- 11.42% |
$60.5K - $74.9K
|
23K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.94K- 1.59% |
$60K - $74.4K
|
182K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.87K- 16.69% |
$58.6K - $72.6K
|
14.3K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.78K- 83.41% |
$56.8K - $70.3K
|
553
$15.3K
|