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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.1K- 9.45% |
$94.9K - $111K
|
39.3K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.09K- 27.7% |
$94.7K - $111K
|
10.7K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 0.13% |
$92K - $107K
|
2.94M
$75.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.97K- 16.91% |
$91.9K - $107K
|
19.5K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.97K- 1.76% |
$91.9K - $107K
|
222K
$5.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.78K- 10.28% |
$87.5K - $102K
|
33K
$847K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.73K- 3.14% |
$86.4K - $101K
|
115K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.69K- 21.37% |
$85.4K - $99.7K
|
13.6K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.61K- 5.93% |
$83.6K - $97.6K
|
57.3K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.52K- 17.11% |
$81.5K - $95.2K
|
17.1K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.51K- 15.84% |
$81.3K - $94.9K
|
18.7K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.48K- 2.85% |
$80.7K - $94.2K
|
119K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.34K- 4.72% |
$77.2K - $90.2K
|
67.3K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.26K- 1.73% |
$75.4K - $88.1K
|
185K
$4.74M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 5.52% |
$75.4K - $88K
|
55.8K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 4.37% |
$72.5K - $84.6K
|
68.4K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 2.96% |
$72.1K - $84.1K
|
102K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$4.93K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.06K- 16.22% |
$70.9K - $82.8K
|
15.8K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.06K- 34.0% |
$70.8K - $82.7K
|
5.93K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.05K- 23.57% |
$70.6K - $82.4K
|
9.88K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.03K- 13.23% |
$70.3K - $82K
|
19.9K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.3% |
$69.5K - $81.1K
|
127K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 2.86% |
$69.4K - $81K
|
102K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.95K- 2.06% |
$68.4K - $79.8K
|
140K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.58% |
$68.3K - $79.7K
|
184K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.93K- 15.03% |
$67.9K - $79.2K
|
16.6K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 3.95% |
$67.2K - $78.4K
|
70.5K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 0.92% |
$66.1K - $77.2K
|
309K
$7.93M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.73K- 0.22% |
$63.3K - $73.9K
|
1.24M
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.73K- 5.62% |
$63.2K - $73.8K
|
45.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.66K- 2.12% |
$61.7K - $72K
|
123K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.61K- 15.18% |
$60.5K - $70.6K
|
14.6K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.56K- 9.76% |
$59.4K - $69.3K
|
23.7K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 21.81% |
$59.3K - $69.2K
|
9.18K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.54K- 11.95% |
$58.8K - $68.7K
|
18.7K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.54K- 4.04% |
$58.8K - $68.6K
|
60.3K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.52K- 10.48% |
$58.4K - $68.2K
|
21.6K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.51K- 6.67% |
$58.2K - $67.9K
|
35.1K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.51K- 1.95% |
$58.2K - $67.9K
|
126K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.14% |
$56.4K - $65.8K
|
111K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 4.69% |
$55.7K - $65K
|
48.8K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.36K- 3.97% |
$54.6K - $63.8K
|
57K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 1.99% |
$53.9K - $63K
|
114K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.33K- 1.69% |
$53.9K - $63K
|
136K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 16.5% |
$53.5K - $62.4K
|
11.7K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.3K- 5.82% |
$53.2K - $62.1K
|
37.2K
$956K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 8.64% |
$53.1K - $62K
|
24.2K
$622K
|