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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.76K- 7.54% |
$56.4K - $69.8K
|
33.8K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.72K- 14.73% |
$55.5K - $68.8K
|
15.7K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 12.06% |
$53.3K - $66K
|
19K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.6K- 16.39% |
$53.2K - $65.9K
|
13.3K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.54K- 2.54% |
$51.9K - $64.3K
|
97.3K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 5.1% |
$51.3K - $63.5K
|
46.7K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.19% |
$49.6K - $61.5K
|
109K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 4.53% |
$48.9K - $60.6K
|
50.4K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.39K- 5.17% |
$48.8K - $60.4K
|
43.8K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.36K- 2.82% |
$48.2K - $59.7K
|
81.4K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.35K- 14.16% |
$48.1K - $59.6K
|
14.3K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.35K- 11.93% |
$48K - $59.5K
|
17.4K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.35K- 10.21% |
$47.9K - $59.3K
|
20.6K
$571K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2.32K- 18.93% |
$47.4K - $58.7K
|
9.93K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.3K- 4.78% |
$46.9K - $58.1K
|
45.8K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 12.74% |
$44.7K - $55.4K
|
15K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.18K- 0.74% |
$44.4K - $55K
|
293K
$8.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 62.85% |
$41.5K - $51.4K
|
1.2K
$33.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2K- 10.27% |
$40.9K - $50.7K
|
17.5K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.95K- 18.3% |
$39.9K - $49.4K
|
8.71K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.9K- 0.3% |
$38.8K - $48.1K
|
628K
$17.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.9K- 6.26% |
$38.7K - $48K
|
28.4K
$787K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.89K- 11.16% |
$38.6K - $47.8K
|
15K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.88K- 15.05% |
$38.4K - $47.6K
|
10.6K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.86K- 14.72% |
$38K - $47.1K
|
10.8K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.84K- 1.81% |
$37.6K - $46.5K
|
99.9K
$2.77M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.79K- 5.1% |
$36.6K - $45.3K
|
33.3K
$924K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 10.66% |
$36.4K - $45.1K
|
14.9K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.76K- 5.29% |
$35.9K - $44.5K
|
31.5K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.75K- 2.2% |
$35.7K - $44.2K
|
77.7K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.72K- 4.33% |
$35.1K - $43.5K
|
38K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.66K- 11.4% |
$33.9K - $42K
|
12.9K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.65K- 4.07% |
$33.7K - $41.8K
|
38.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.61K- 0.5% |
$32.8K - $40.6K
|
318K
$8.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.59K- 6.8% |
$32.5K - $40.3K
|
21.8K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.58K- 1.08% |
$32.2K - $39.9K
|
144K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.55K- 16.1% |
$31.6K - $39.2K
|
8.07K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.51K- 11.46% |
$30.8K - $38.1K
|
11.6K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 2.86% |
$30.6K - $38K
|
50.9K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.49K- 20.64% |
$30.4K - $37.7K
|
5.73K
$159K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.49K- 1.02% |
$30.3K - $37.6K
|
145K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.33% |
$30.2K - $37.5K
|
43K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 8.59% |
$29.6K - $36.7K
|
15.5K
$428K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 18.23% |
$29.1K - $36.1K
|
6.4K
$177K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.41K- 3.96% |
$28.7K - $35.6K
|
34.1K
$944K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.4K- 22.19% |
$28.5K - $35.3K
|
4.89K
$136K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.39K- 12.36% |
$28.4K - $35.2K
|
9.87K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.38K- 2.79% |
$28.1K - $34.8K
|
48K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.33K- 3.46% |
$27.1K - $33.5K
|
37K
$1.03M
|