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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.31K- 0.91% |
$59.1K - $64.1K
|
142K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.31K- 1.83% |
$59K - $64K
|
69.8K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.3K- 4.04% |
$58.9K - $63.9K
|
31K
$793K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.25K- 3.85% |
$56.5K - $61.2K
|
31.2K
$799K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.22K- 86.65% |
$55.2K - $59.8K
|
188
$4.82K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.19K- 13.55% |
$53.7K - $58.2K
|
7.57K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.11K- 4.08% |
$50K - $54.2K
|
26K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 32.93% |
$49.8K - $53.9K
|
2.24K
$57.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.08K- 0.77% |
$48.7K - $52.8K
|
139K
$3.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.06K- 2.5% |
$47.8K - $51.8K
|
41.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.05K- 8.88% |
$47.7K - $51.7K
|
10.8K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.05K- 7.58% |
$47.5K - $51.5K
|
12.8K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.03K- 0.45% |
$46.5K - $50.4K
|
227K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 3.83% |
$46.5K - $50.4K
|
25.8K
$661K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.02K- 8.42% |
$46K - $49.8K
|
11K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-984- 6.28% |
$44.5K - $48.3K
|
14.7K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-962- 9.6% |
$43.5K - $47.2K
|
9.06K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-935- 4.38% |
$42.3K - $45.9K
|
20.4K
$523K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-932- 3.72% |
$42.2K - $45.7K
|
24.1K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-906- 1.84% |
$41K - $44.4K
|
48.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-900- 16.87% |
$40.7K - $44.1K
|
4.44K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-869- 1.66% |
$39.3K - $42.6K
|
51.6K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-860- 3.06% |
$38.9K - $42.2K
|
27.2K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-831- 0.58% |
$37.6K - $40.8K
|
141K
$3.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-828- 4.51% |
$37.5K - $40.6K
|
17.5K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-799- 6.25% |
$36.1K - $39.2K
|
12K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-784- 6.43% |
$35.5K - $38.4K
|
11.4K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-755- 12.32% |
$34.2K - $37K
|
5.37K
$138K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-719- 7.78% |
$32.5K - $35.3K
|
8.52K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-689- 0.78% |
$31.2K - $33.8K
|
88K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-655- 8.95% |
$29.6K - $32.1K
|
6.66K
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-642- 2.75% |
$29K - $31.5K
|
22.7K
$581K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-640- 5.85% |
$29K - $31.4K
|
10.3K
$264K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-590- 85.26% |
$26.7K - $28.9K
|
102
$2.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-533- 3.32% |
$24.1K - $26.1K
|
15.5K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-529- 7.11% |
$23.9K - $25.9K
|
6.91K
$177K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-503- 3.46% |
$22.8K - $24.7K
|
14K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-487- 3.19% |
$22K - $23.9K
|
14.8K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-482- 4.24% |
$21.8K - $23.6K
|
10.9K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-480- 4.68% |
$21.7K - $23.5K
|
9.77K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-462- 2.26% |
$20.9K - $22.7K
|
20K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-431- 0.73% |
$19.5K - $21.1K
|
58.6K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-428- 1.66% |
$19.4K - $21K
|
25.4K
$651K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-426- 2.32% |
$19.3K - $20.9K
|
17.9K
$459K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-423- 1.86% |
$19.1K - $20.7K
|
22.3K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-399- 0.56% |
$18.1K - $19.6K
|
70.8K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-380- 7.31% |
$17.2K - $18.6K
|
4.82K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-375- 2.08% |
$17K - $18.4K
|
17.7K
$453K
|