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 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-685- 5.82% |
$32.1K - $35.6K
|
11.1K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-682- 14.36% |
$32K - $35.4K
|
4.07K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-678- 34.28% |
$31.8K - $35.2K
|
1.3K
$36.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-659- 7.35% |
$30.9K - $34.2K
|
8.31K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-649- 1.13% |
$30.4K - $33.7K
|
56.9K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-647- 3.03% |
$30.3K - $33.6K
|
20.7K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-643- 5.23% |
$30.2K - $33.4K
|
11.7K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 84.25% |
$28.8K - $32K
|
115
$3.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-595- 2.31% |
$27.9K - $30.9K
|
25.2K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-592- 6.86% |
$27.8K - $30.8K
|
8.04K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-575- 1.09% |
$27K - $29.9K
|
51.9K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-555- 1.07% |
$26K - $28.8K
|
51.1K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-550- 0.82% |
$25.8K - $28.6K
|
66.6K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-544- 7.36% |
$25.5K - $28.3K
|
6.85K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-527- 1.7% |
$24.7K - $27.4K
|
30.4K
$848K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-517- 3.64% |
$24.2K - $26.9K
|
13.7K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-515- 1.49% |
$24.2K - $26.8K
|
34K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-509- 1.63% |
$23.9K - $26.4K
|
30.7K
$855K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-505- 2.26% |
$23.7K - $26.2K
|
21.8K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-503- 4.63% |
$23.6K - $26.1K
|
10.4K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 5.44% |
$23.4K - $25.9K
|
8.67K
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-495- 2.44% |
$23.2K - $25.7K
|
19.8K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-492- 4.1% |
$23.1K - $25.6K
|
11.5K
$320K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-488- 0.59% |
$22.9K - $25.4K
|
82.4K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-479- 4.65% |
$22.5K - $24.9K
|
9.83K
$274K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-474- 0.92% |
$22.2K - $24.6K
|
51.1K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-467- 3.85% |
$21.9K - $24.3K
|
11.7K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-458- 0.78% |
$21.5K - $23.8K
|
58.1K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-456- 3.15% |
$21.4K - $23.7K
|
14K
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-454- 1.47% |
$21.3K - $23.6K
|
30.4K
$846K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-446- 1.77% |
$20.9K - $23.2K
|
24.8K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-437- 59.46% |
$20.5K - $22.7K
|
298
$8.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-436- 4.07% |
$20.4K - $22.7K
|
10.3K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-432- 0.86% |
$20.3K - $22.4K
|
49.7K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-426- 5.26% |
$20K - $22.1K
|
7.68K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-420- 3.82% |
$19.7K - $21.8K
|
10.6K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-416- 72.1% |
$19.5K - $21.6K
|
161
$4.49K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-409- 8.38% |
$19.2K - $21.3K
|
4.47K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-407- 2.26% |
$19.1K - $21.1K
|
17.6K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-397- 2.23% |
$18.6K - $20.6K
|
17.4K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-397- 18.93% |
$18.6K - $20.6K
|
1.7K
$47.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-396- 3.29% |
$18.6K - $20.6K
|
11.6K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-394- 1.43% |
$18.5K - $20.5K
|
27.1K
$756K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-389- 1.43% |
$18.2K - $20.2K
|
26.8K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-388- 8.83% |
$18.2K - $20.2K
|
4.01K
$112K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-388- 6.06% |
$18.2K - $20.2K
|
6.02K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-387- 0.63% |
$18.2K - $20.1K
|
60.7K
$1.69M
|