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 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-487- 3.19% |
$22K - $23.9K
|
14.8K
$745K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-482- 4.24% |
$21.8K - $23.6K
|
10.9K
$548K
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-480- 4.68% |
$21.7K - $23.5K
|
9.77K
$492K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-475- 6.9% |
$21.5K - $23.3K
|
6.41K
$323K
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-462- 2.26% |
$20.9K - $22.7K
|
20K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-453- 9.77% |
$20.5K - $22.2K
|
4.18K
$211K
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-449- 1.08% |
$20.3K - $22K
|
41.2K
$2.07M
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-440- 2.73% |
$19.9K - $21.6K
|
15.7K
$790K
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-431- 0.73% |
$19.5K - $21.1K
|
58.6K
$2.95M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-430- 0.23% |
$19.5K - $21.1K
|
183K
$9.23M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-428- 1.66% |
$19.4K - $21K
|
25.4K
$1.28M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-427- 8.57% |
$19.3K - $20.9K
|
4.56K
$230K
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-426- 2.32% |
$19.3K - $20.9K
|
17.9K
$903K
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-423- 1.86% |
$19.1K - $20.7K
|
22.3K
$1.12M
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-423- 4.4% |
$19.1K - $20.7K
|
9.19K
$463K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$435K
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-414- 8.92% |
$18.7K - $20.3K
|
4.23K
$213K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-399- 0.56% |
$18.1K - $19.6K
|
70.8K
$3.57M
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-398- 0.24% |
$18K - $19.5K
|
165K
$8.33M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-397- 2.28% |
$18K - $19.5K
|
17K
$856K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-380- 4.63% |
$17.2K - $18.6K
|
7.82K
$394K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-380- 7.31% |
$17.2K - $18.6K
|
4.82K
$243K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-375- 2.08% |
$17K - $18.4K
|
17.7K
$890K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-373- 5.75% |
$16.9K - $18.3K
|
6.11K
$308K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-366- 0.63% |
$16.6K - $17.9K
|
57.7K
$2.91M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-361- 3.1% |
$16.3K - $17.7K
|
11.3K
$569K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-360- 2.36% |
$16.3K - $17.7K
|
14.9K
$751K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-360- 4.81% |
$16.3K - $17.7K
|
7.13K
$359K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-358- 3.21% |
$16.2K - $17.6K
|
10.8K
$544K
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-355- 2.66% |
$16.1K - $17.4K
|
13K
$655K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-350- 5.89% |
$15.8K - $17.2K
|
5.59K
$282K
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-346- 0.62% |
$15.7K - $17K
|
55.6K
$2.8M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-340- 36.56% |
$15.4K - $16.7K
|
590
$29.7K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-336- 0.67% |
$15.2K - $16.5K
|
50.1K
$2.52M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-328- 1.3% |
$14.8K - $16.1K
|
24.9K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-326- 7.09% |
$14.7K - $16K
|
4.27K
$215K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-324- 29.51% |
$14.7K - $15.9K
|
774
$39K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$360K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-308- 2.08% |
$13.9K - $15.1K
|
14.5K
$731K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-308- 0.99% |
$13.9K - $15.1K
|
30.8K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-305- 4.46% |
$13.8K - $15K
|
6.54K
$329K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-305- 2.78% |
$13.8K - $15K
|
10.7K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-304- 1.44% |
$13.8K - $14.9K
|
20.9K
$1.05M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-300- 13.04% |
$13.6K - $14.7K
|
2K
$101K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-288- 70.59% |
$13K - $14.1K
|
120
$6.05K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-287- 0.88% |
$13K - $14.1K
|
32.2K
$1.62M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-286- 3.78% |
$12.9K - $14K
|
7.28K
$367K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-279- 66.27% |
$12.6K - $13.7K
|
142
$7.15K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 0.48% |
$12K - $13K
|
54.5K
$2.75M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-260- 1.44% |
$11.8K - $12.8K
|
17.8K
$895K
|