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 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-619- 5.71% |
$12.6K - $15.7K
|
10.2K
$283K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-614- 1.1% |
$12.5K - $15.5K
|
55.1K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-607- 1.07% |
$12.4K - $15.4K
|
56.1K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-606- 1.36% |
$12.4K - $15.3K
|
44K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-601- 3.4% |
$12.3K - $15.2K
|
17.1K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-601- 1.66% |
$12.3K - $15.2K
|
35.6K
$985K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 2.4% |
$12.3K - $15.2K
|
24.4K
$675K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.6% |
$11.7K - $14.5K
|
15.4K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-573- 0.5% |
$11.7K - $14.5K
|
114K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-558- 2.9% |
$11.4K - $14.1K
|
18.7K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-553- 4.05% |
$11.3K - $14K
|
13.1K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-550- 86.75% |
$11.2K - $13.9K
|
84
$2.33K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-528- 0.88% |
$10.8K - $13.4K
|
59.8K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-527- 1.73% |
$10.8K - $13.3K
|
30K
$831K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-519- 11.34% |
$10.6K - $13.1K
|
4.06K
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-519- 1.99% |
$10.6K - $13.1K
|
25.5K
$708K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-501- 1.09% |
$10.2K - $12.7K
|
45.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 0.86% |
$10.2K - $12.7K
|
57.6K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$97K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-492- 37.85% |
$10K - $12.4K
|
808
$22.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-481- 1.5% |
$9.82K - $12.2K
|
31.6K
$875K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-480- 3.55% |
$9.8K - $12.1K
|
13K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-464- 1.19% |
$9.47K - $11.7K
|
38.6K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-452- 0.94% |
$9.23K - $11.4K
|
47.8K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-449- 1.93% |
$9.17K - $11.4K
|
22.8K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-446- 2.56% |
$9.11K - $11.3K
|
17K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-428- 0.39% |
$8.74K - $10.8K
|
110K
$3.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-425- 4.17% |
$8.68K - $10.8K
|
9.78K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 1.55% |
$8.58K - $10.6K
|
26.7K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-412- 0.46% |
$8.41K - $10.4K
|
88.9K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-412- 0.43% |
$8.41K - $10.4K
|
95.3K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-400- 2.22% |
$8.17K - $10.1K
|
17.6K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 2.45% |
$8.17K - $10.1K
|
15.9K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-397- 1.05% |
$8.11K - $10K
|
37.5K
$1.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-396- 0.95% |
$8.09K - $10K
|
41.3K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-369- 2.11% |
$7.53K - $9.34K
|
17.1K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-366- 6.58% |
$7.47K - $9.26K
|
5.2K
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-357- 3.94% |
$7.29K - $9.03K
|
8.71K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-350- 0.71% |
$7.15K - $8.86K
|
48.6K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$17.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-342- 1.99% |
$6.98K - $8.65K
|
16.8K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-339- 46.57% |
$6.92K - $8.58K
|
389
$10.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-335- 3.87% |
$6.84K - $8.48K
|
8.33K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-320- 1.96% |
$6.53K - $8.1K
|
16K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-305- 0.56% |
$6.23K - $7.72K
|
54.4K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 1.33% |
$5.62K - $6.96K
|
20.4K
$566K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-275- 1.35% |
$5.62K - $6.96K
|
20.1K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-258- 7.77% |
$5.27K - $6.53K
|
3.06K
$84.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 2.3% |
$5.27K - $6.53K
|
10.9K
$303K
|