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 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$7.5K - $8.31K
|
11.7K
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-158- 3.07% |
$7.41K - $8.21K
|
4.98K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 50.5% |
$7.08K - $7.85K
|
148
$4.12K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-145- 1.8% |
$6.8K - $7.53K
|
7.92K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 1.42% |
$6.75K - $7.48K
|
9.97K
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-141- 3.34% |
$6.61K - $7.33K
|
4.09K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 2.11% |
$6.57K - $7.27K
|
6.51K
$181K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-133- 0.57% |
$6.24K - $6.91K
|
23.2K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-127- 0.64% |
$5.96K - $6.6K
|
19.8K
$552K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 1.54% |
$5.86K - $6.5K
|
8.02K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.46% |
$5.63K - $6.24K
|
25.7K
$716K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 3.62% |
$5.63K - $6.24K
|
3.2K
$89.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-119- 2.35% |
$5.58K - $6.18K
|
4.95K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-108- 1.39% |
$5.07K - $5.61K
|
7.65K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-105- 3.16% |
$4.92K - $5.46K
|
3.22K
$89.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.03% |
$4.69K - $5.2K
|
4.83K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-91- 0.34% |
$4.27K - $4.73K
|
26.9K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-89- 0.33% |
$4.17K - $4.62K
|
27.2K
$759K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 0.34% |
$4.17K - $4.62K
|
26K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-84- 0.58% |
$3.94K - $4.36K
|
14.5K
$404K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-84- 0.2% |
$3.94K - $4.36K
|
41.6K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-82- 0.15% |
$3.85K - $4.26K
|
55.5K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-82- 1.47% |
$3.85K - $4.26K
|
5.5K
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-81- 1.62% |
$3.8K - $4.21K
|
4.92K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 4.31% |
$3.75K - $4.16K
|
1.78K
$49.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-75- 0.8% |
$3.52K - $3.9K
|
9.3K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-70- 0.82% |
$3.28K - $3.64K
|
8.49K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-65- 1.5% |
$3.05K - $3.38K
|
4.26K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-62- 13.42% |
$2.91K - $3.22K
|
400
$11.1K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-59- 0.44% |
$2.77K - $3.07K
|
13.5K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-55- 1.18% |
$2.58K - $2.86K
|
4.63K
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 0.87% |
$2.49K - $2.75K
|
6.03K
$168K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-52- 1.2% |
$2.44K - $2.7K
|
4.27K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$15.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-48- 19.2% |
$2.25K - $2.49K
|
202
$5.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.41% |
$2.2K - $2.44K
|
11.4K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-47- 4.18% |
$2.2K - $2.44K
|
1.08K
$30K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 4.8% |
$2.11K - $2.34K
|
893
$24.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$480K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.88K - $2.08K
|
55K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-36- 0.59% |
$1.69K - $1.87K
|
6.08K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-35- 0.51% |
$1.64K - $1.82K
|
6.87K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-32- 0.57% |
$1.5K - $1.66K
|
5.61K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-29- 0.07% |
$1.36K - $1.51K
|
39.2K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-29- 0.3% |
$1.36K - $1.51K
|
9.59K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.33% |
$1.17K - $1.3K
|
7.49K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$1.17K - $1.3K
|
11K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.03% |
$891 - $987
|
59.5K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 0.31% |
$844 - $935
|
5.87K
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-17- 0.48% |
$797 - $883
|
3.52K
$98K
|