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 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-8- 0.06% |
$163 - $202
|
13.6K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.07% |
$143 - $177
|
9.93K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$102 - $127
|
21.5K
$596K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$20.4 - $25.3
|
8.62K
$239K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.66M- 95.73% |
$131M - $153M
|
252K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-45.7K- 84.14% |
$1.06M - $1.24M
|
8.63K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.3K- 80.95% |
$1.03M - $1.2M
|
10.4K
$289K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.4K- 0.98% |
$473K - $552K
|
2.07M
$57.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.4K- 65.92% |
$472K - $551K
|
10.5K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-20.3K- 66.18% |
$469K - $548K
|
10.4K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14.6K- 94.28% |
$337K - $394K
|
884
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 51.57% |
$285K - $333K
|
11.6K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.73% |
$277K - $323K
|
532
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.23K- 37.09% |
$214K - $250K
|
15.7K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.01K- 30.72% |
$186K - $217K
|
18.1K
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.87K- 8.37% |
$182K - $213K
|
86.2K
$2.39M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-7.86KClosed |
$182K - $213K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 37.94% |
$163K - $191K
|
11.5K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-4.89K- 1.5% |
$113K - $132K
|
321K
$8.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.27K- 2.02% |
$98.8K - $115K
|
207K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$259K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.69K- 21.37% |
$85.4K - $99.7K
|
13.6K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$5.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.06K- 34.0% |
$70.8K - $82.7K
|
5.93K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.88K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$34.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$52.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 11.47% |
$36.2K - $42.2K
|
12.1K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.56% |
$33.1K - $38.7K
|
256K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.2K- 4.97% |
$27.8K - $32.4K
|
23K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-952- 86.86% |
$22K - $25.7K
|
144
$3.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-951- 2.78% |
$22K - $25.7K
|
33.3K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-934- 37.21% |
$21.6K - $25.3K
|
1.58K
$43.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-934- 80.94% |
$21.6K - $25.3K
|
220
$6.09K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-884- 8.48% |
$20.5K - $23.9K
|
9.54K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-822- 32.24% |
$19K - $22.2K
|
1.73K
$47.9K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-710- 5.18% |
$16.4K - $19.2K
|
13K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 0.29% |
$16.2K - $19K
|
239K
$6.63M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-686- 1.74% |
$15.9K - $18.5K
|
38.7K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 1.33% |
$14K - $16.4K
|
44.8K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-566- 2.92% |
$13.1K - $15.3K
|
18.8K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-564- 1.16% |
$13.1K - $15.3K
|
48.1K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-536- 93.38% |
$12.4K - $14.5K
|
38
$1.05K
|
|