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 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.26K- 24.99% |
$52.3K - $61.1K
|
6.78K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.24K- 2.45% |
$51.9K - $60.6K
|
89.4K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.23K- 5.68% |
$51.7K - $60.4K
|
37.1K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.16K- 1.86% |
$50K - $58.4K
|
114K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.08K- 0.45% |
$48.2K - $56.2K
|
461K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.01K- 7.19% |
$46.6K - $54.4K
|
26K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 0.46% |
$46.4K - $54.2K
|
433K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$398K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.37% |
$45.9K - $53.6K
|
56.9K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 4.94% |
$45.6K - $53.3K
|
37.9K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.95K- 9.45% |
$45.1K - $52.6K
|
18.6K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 6.78% |
$44.5K - $51.9K
|
26.4K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.87K- 1.24% |
$43.3K - $50.5K
|
149K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$32.1K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.84K- 2.58% |
$42.5K - $49.6K
|
69.4K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 7.53% |
$42K - $49K
|
22.3K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.81K- 1.37% |
$41.9K - $49K
|
131K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 6.47% |
$41.5K - $48.5K
|
25.9K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 1.59% |
$41.5K - $48.5K
|
111K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 14.66% |
$40.8K - $47.6K
|
10.3K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.76K- 11.8% |
$40.7K - $47.6K
|
13.2K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.75K- 11.87% |
$40.5K - $47.3K
|
13K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 3.44% |
$40.5K - $47.3K
|
49K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.75K- 1.56% |
$40.4K - $47.2K
|
110K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.74K- 19.13% |
$40.3K - $47K
|
7.35K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.71K- 13.49% |
$39.6K - $46.2K
|
11K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.7K- 9.18% |
$39.4K - $46K
|
16.8K
$432K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 9.27% |
$39.3K - $45.9K
|
16.6K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.67K- 1.01% |
$38.7K - $45.2K
|
164K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.66K- 0.03% |
$38.4K - $44.8K
|
5.1M
$131M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 3.42% |
$37.9K - $44.2K
|
46.1K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.61K- 2.08% |
$37.3K - $43.5K
|
75.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.61K- 1.68% |
$37.2K - $43.4K
|
94K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 1.57% |
$36.3K - $42.4K
|
98.5K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$48.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$36.2K - $42.3K
|
259K
$6.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 11.47% |
$36.2K - $42.2K
|
12.1K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.5K- 3.5% |
$34.6K - $40.5K
|
41.3K
$1.06M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.48K- 7.44% |
$34.4K - $40.1K
|
18.5K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.56% |
$33.1K - $38.7K
|
256K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-1.42K- 1.91% |
$32.9K - $38.4K
|
72.8K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 3.31% |
$32.3K - $37.7K
|
40.7K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.39K- 6.36% |
$32.3K - $37.7K
|
20.5K
$527K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.39K- 9.13% |
$32.2K - $37.6K
|
13.8K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 1.87% |
$31.9K - $37.2K
|
72.4K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.67% |
$30.4K - $35.4K
|
195K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.3K- 5.92% |
$30.2K - $35.2K
|
20.7K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.29K- 1.59% |
$29.8K - $34.8K
|
80K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.26K- 2.51% |
$29.1K - $34K
|
48.7K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.22K- 11.08% |
$28.2K - $32.9K
|
9.76K
$251K
|