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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-385- 0.18% |
$18.1K - $20K
|
218K
$5.86M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-363- 0.78% |
$17K - $18.9K
|
46.3K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-361- 1.14% |
$16.9K - $18.8K
|
31.3K
$841K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-352- 1.73% |
$16.5K - $18.3K
|
20K
$539K
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-343- 1.24% |
$16.1K - $17.8K
|
27.2K
$733K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-340- 2.97% |
$15.9K - $17.7K
|
11.1K
$299K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-340- 0.97% |
$15.9K - $17.7K
|
34.8K
$937K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 4.81% |
$15.6K - $17.3K
|
6.58K
$177K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-331- 6.22% |
$15.5K - $17.2K
|
4.99K
$134K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-319- 3.83% |
$15K - $16.6K
|
8K
$215K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-314- 2.74% |
$14.7K - $16.3K
|
11.2K
$300K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-311- 6.51% |
$14.6K - $16.2K
|
4.46K
$120K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-305- 5.22% |
$14.3K - $15.8K
|
5.54K
$149K
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-302- 1.06% |
$14.2K - $15.7K
|
28.2K
$759K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-301- 0.73% |
$14.1K - $15.6K
|
40.9K
$1.1M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-299- 2.02% |
$14K - $15.5K
|
14.5K
$391K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.24% |
$13.9K - $15.4K
|
124K
$3.35M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$303K
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-291- 3.63% |
$13.6K - $15.1K
|
7.73K
$208K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-282- 1.54% |
$13.2K - $14.7K
|
18.1K
$487K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-282- 1.13% |
$13.2K - $14.7K
|
24.6K
$662K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-282- 0.22% |
$13.2K - $14.7K
|
129K
$3.48M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-281- 0.68% |
$13.2K - $14.6K
|
41.1K
$1.11M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 1.37% |
$13.1K - $14.5K
|
20.1K
$542K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-278- 13.87% |
$13K - $14.4K
|
1.73K
$46.5K
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-277- 2.51% |
$13K - $14.4K
|
10.7K
$289K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-257- 45.17% |
$12.1K - $13.4K
|
312
$8.4K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-255- 0.6% |
$12K - $13.2K
|
42.6K
$1.15M
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-254- 1.05% |
$11.9K - $13.2K
|
24K
$645K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.82M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 0.26% |
$11.7K - $13K
|
94.7K
$2.55M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-242- 1.16% |
$11.3K - $12.6K
|
20.7K
$556K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 0.6% |
$11.3K - $12.5K
|
39.8K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 1.05% |
$11.3K - $12.5K
|
22.7K
$611K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$11.2K - $12.4K
|
14.6K
$394K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-237- 0.99% |
$11.1K - $12.3K
|
23.8K
$640K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-236- 1.53% |
$11.1K - $12.3K
|
15.1K
$408K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-220- 0.79% |
$10.3K - $11.4K
|
27.5K
$739K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-218- 5.85% |
$10.2K - $11.3K
|
3.51K
$94.5K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-215- 0.08% |
$10.1K - $11.2K
|
254K
$6.84M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.86% |
$9.9K - $11K
|
24.3K
$654K
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-208- 1.81% |
$9.76K - $10.8K
|
11.3K
$304K
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 3.09% |
$9.38K - $10.4K
|
6.27K
$169K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-195- 4.56% |
$9.15K - $10.1K
|
4.08K
$110K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-194- 1.68% |
$9.1K - $10.1K
|
11.3K
$305K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-193- 1.73% |
$9.05K - $10K
|
11K
$296K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-193- 1.9% |
$9.05K - $10K
|
9.96K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 0.63% |
$8.07K - $8.94K
|
27.3K
$736K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164- 0.41% |
$7.69K - $8.52K
|
40K
$1.08M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$7.5K - $8.31K
|
11.7K
$314K
|