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 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-373- 5.75% |
$16.9K - $18.3K
|
6.11K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-360- 2.36% |
$16.3K - $17.7K
|
14.9K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-358- 3.21% |
$16.2K - $17.6K
|
10.8K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-350- 5.89% |
$15.8K - $17.2K
|
5.59K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-340- 36.56% |
$15.4K - $16.7K
|
590
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-336- 0.67% |
$15.2K - $16.5K
|
50.1K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-308- 2.08% |
$13.9K - $15.1K
|
14.5K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-305- 4.46% |
$13.8K - $15K
|
6.54K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-304- 1.44% |
$13.8K - $14.9K
|
20.9K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-300- 13.04% |
$13.6K - $14.7K
|
2K
$51.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-288- 70.59% |
$13K - $14.1K
|
120
$3.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-286- 3.78% |
$12.9K - $14K
|
7.28K
$187K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-279- 66.27% |
$12.6K - $13.7K
|
142
$3.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-252- 0.72% |
$11.4K - $12.4K
|
34.5K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-251- 3.13% |
$11.4K - $12.3K
|
7.76K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239- 5.24% |
$10.8K - $11.7K
|
4.32K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$10.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-230- 61.83% |
$10.4K - $11.3K
|
142
$3.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-228- 67.66% |
$10.3K - $11.2K
|
109
$2.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-223- 5.07% |
$10.1K - $10.9K
|
4.17K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 3.9% |
$9.95K - $10.8K
|
5.42K
$139K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-215- 1.41% |
$9.73K - $10.5K
|
15K
$384K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-203- 3.74% |
$9.18K - $9.96K
|
5.22K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 0.71% |
$9.05K - $9.81K
|
27.8K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-180- 0.38% |
$8.14K - $8.83K
|
46.7K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-179- 2.65% |
$8.1K - $8.78K
|
6.57K
$168K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-166- 9.24% |
$7.51K - $8.14K
|
1.63K
$41.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-166- 3.68% |
$7.51K - $8.14K
|
4.35K
$111K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-161- 1.09% |
$7.28K - $7.9K
|
14.7K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-145- 0.22% |
$6.56K - $7.11K
|
66.5K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 0.16% |
$6.47K - $7.01K
|
90.8K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-134- 3.07% |
$6.06K - $6.57K
|
4.23K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-133- 1.79% |
$6.02K - $6.52K
|
7.3K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-128- 1.56% |
$5.79K - $6.28K
|
8.1K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-125- 0.32% |
$5.66K - $6.13K
|
39.2K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119Closed |
$5.38K - $5.84K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-114- 1.06% |
$5.16K - $5.59K
|
10.6K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 3.14% |
$4.52K - $4.9K
|
3.08K
$78.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-83- 97.65% |
$3.75K - $4.07K
|
2
$51.2
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-78- 1.4% |
$3.53K - $3.83K
|
5.49K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 9.0% |
$3.39K - $3.68K
|
758
$19.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-73- 0.81% |
$3.3K - $3.58K
|
8.89K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-72- 1.3% |
$3.26K - $3.53K
|
5.49K
$141K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-71- 42.51% |
$3.21K - $3.48K
|
96
$2.46K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-70- 0.62% |
$3.17K - $3.43K
|
11.2K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-63- 0.18% |
$2.85K - $3.09K
|
34.5K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-61- 19.61% |
$2.76K - $2.99K
|
250
$6.41K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-60- 37.97% |
$2.71K - $2.94K
|
98
$2.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-57- 0.12% |
$2.58K - $2.8K
|
48.5K
$1.24M
|