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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-299- 2.02% |
$14K - $15.5K
|
14.5K
$372K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.24% |
$13.9K - $15.4K
|
124K
$3.19M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$288K
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-291- 3.63% |
$13.6K - $15.1K
|
7.73K
$198K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-282- 1.13% |
$13.2K - $14.7K
|
24.6K
$630K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-282- 0.22% |
$13.2K - $14.7K
|
129K
$3.32M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-257- 45.17% |
$12.1K - $13.4K
|
312
$7.99K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-255- 0.6% |
$12K - $13.2K
|
42.6K
$1.09M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.54M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 0.26% |
$11.7K - $13K
|
94.7K
$2.43M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-242- 1.16% |
$11.3K - $12.6K
|
20.7K
$529K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 0.6% |
$11.3K - $12.5K
|
39.8K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 1.05% |
$11.3K - $12.5K
|
22.7K
$581K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$11.2K - $12.4K
|
14.6K
$375K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-237- 0.99% |
$11.1K - $12.3K
|
23.8K
$609K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-236- 1.53% |
$11.1K - $12.3K
|
15.1K
$388K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-220- 0.79% |
$10.3K - $11.4K
|
27.5K
$703K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.86% |
$9.9K - $11K
|
24.3K
$622K
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 3.09% |
$9.38K - $10.4K
|
6.27K
$161K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-195- 4.56% |
$9.15K - $10.1K
|
4.08K
$104K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-194- 1.68% |
$9.1K - $10.1K
|
11.3K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-193- 1.9% |
$9.05K - $10K
|
9.96K
$255K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$7.5K - $8.31K
|
11.7K
$299K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-158- 3.07% |
$7.41K - $8.21K
|
4.98K
$128K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 50.5% |
$7.08K - $7.85K
|
148
$3.79K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-145- 1.8% |
$6.8K - $7.53K
|
7.92K
$203K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 1.42% |
$6.75K - $7.48K
|
9.97K
$256K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-141- 3.34% |
$6.61K - $7.33K
|
4.09K
$105K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 2.11% |
$6.57K - $7.27K
|
6.51K
$167K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 1.54% |
$5.86K - $6.5K
|
8.02K
$205K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 3.62% |
$5.63K - $6.24K
|
3.2K
$81.9K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-119- 2.35% |
$5.58K - $6.18K
|
4.95K
$127K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-91- 0.34% |
$4.27K - $4.73K
|
26.9K
$690K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 0.34% |
$4.17K - $4.62K
|
26K
$665K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-84- 0.2% |
$3.94K - $4.36K
|
41.6K
$1.07M
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-82- 0.15% |
$3.85K - $4.26K
|
55.5K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-82- 1.47% |
$3.85K - $4.26K
|
5.5K
$141K
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-81- 1.62% |
$3.8K - $4.21K
|
4.92K
$126K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 4.31% |
$3.75K - $4.16K
|
1.78K
$45.5K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-75- 0.8% |
$3.52K - $3.9K
|
9.3K
$238K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-62- 13.42% |
$2.91K - $3.22K
|
400
$10.2K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-59- 0.44% |
$2.77K - $3.07K
|
13.5K
$345K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-55- 1.18% |
$2.58K - $2.86K
|
4.63K
$118K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 0.87% |
$2.49K - $2.75K
|
6.03K
$155K
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-52- 1.2% |
$2.44K - $2.7K
|
4.27K
$109K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$14.4K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-48- 19.2% |
$2.25K - $2.49K
|
202
$5.18K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-47- 4.18% |
$2.2K - $2.44K
|
1.08K
$27.6K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 4.8% |
$2.11K - $2.34K
|
893
$22.9K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$441K
|