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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-597- 3.36% |
$13.8K - $16.1K
|
17.2K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-583- 1.03% |
$13.5K - $15.8K
|
56.3K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$609K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-572- 2.17% |
$13.2K - $15.5K
|
25.8K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-570- 3.37% |
$13.2K - $15.4K
|
16.3K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-566- 2.92% |
$13.1K - $15.3K
|
18.8K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-564- 1.16% |
$13.1K - $15.3K
|
48.1K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-561- 3.21% |
$13K - $15.2K
|
16.9K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-540- 1.87% |
$12.5K - $14.6K
|
28.4K
$729K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-536- 93.38% |
$12.4K - $14.5K
|
38
$976
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-520- 10.96% |
$12K - $14.1K
|
4.23K
$109K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-507- 0.29% |
$11.7K - $13.7K
|
175K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-493- 2.37% |
$11.4K - $13.3K
|
20.3K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-493- 3.28% |
$11.4K - $13.3K
|
14.5K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-481- 1.4% |
$11.1K - $13K
|
33.8K
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-478- 0.87% |
$11.1K - $12.9K
|
54.2K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-475- 0.9% |
$11K - $12.8K
|
52.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-470- 3.72% |
$10.9K - $12.7K
|
12.2K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-464- 4.45% |
$10.7K - $12.5K
|
9.97K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-463- 0.66% |
$10.7K - $12.5K
|
70K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-463- 0.72% |
$10.7K - $12.5K
|
64.1K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 6.28% |
$10.5K - $12.2K
|
6.76K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-446- 3.49% |
$10.3K - $12.1K
|
12.3K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-440- 2.69% |
$10.2K - $11.9K
|
15.9K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-438- 0.5% |
$10.1K - $11.8K
|
87.1K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-417- 2.26% |
$9.66K - $11.3K
|
18K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-401- 0.41% |
$9.29K - $10.8K
|
98.5K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 1.19% |
$9.26K - $10.8K
|
33.3K
$854K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-377- 0.58% |
$8.73K - $10.2K
|
64.3K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-377- 1.04% |
$8.73K - $10.2K
|
35.8K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-373- 3.2% |
$8.64K - $10.1K
|
11.3K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-366- 1.34% |
$8.48K - $9.9K
|
27K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-363- 3.78% |
$8.41K - $9.82K
|
9.23K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-359- 0.36% |
$8.31K - $9.71K
|
99K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-311- 0.48% |
$7.2K - $8.41K
|
64.2K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-310- 3.89% |
$7.18K - $8.38K
|
7.66K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-309- 0.76% |
$7.16K - $8.36K
|
40.1K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-304- 1.61% |
$7.04K - $8.22K
|
18.6K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-300- 0.98% |
$6.95K - $8.11K
|
30.3K
$779K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 3.24% |
$6.74K - $7.87K
|
8.7K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-288- 9.81% |
$6.67K - $7.79K
|
2.65K
$68K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-282- 28.14% |
$6.53K - $7.63K
|
720
$18.5K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-281- 3.01% |
$6.51K - $7.6K
|
9.07K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-280- 69.14% |
$6.48K - $7.57K
|
125
$3.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-280- 3.48% |
$6.48K - $7.57K
|
7.76K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-276- 1.89% |
$6.39K - $7.46K
|
14.3K
$368K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-263- 0.22% |
$6.09K - $7.11K
|
120K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-255- 0.52% |
$5.91K - $6.9K
|
49K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-245- 1.64% |
$5.67K - $6.62K
|
14.7K
$377K
|