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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-236- 62.77% |
$5.47K - $6.38K
|
140
$3.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-234- 0.85% |
$5.42K - $6.33K
|
27.4K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-229- 0.57% |
$5.3K - $6.19K
|
39.7K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-229- 17.71% |
$5.3K - $6.19K
|
1.06K
$27.3K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-222- 0.97% |
$5.14K - $6K
|
22.8K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-218- 1.61% |
$5.05K - $5.89K
|
13.3K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-215- 0.26% |
$4.98K - $5.81K
|
83.8K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 36.88% |
$4.98K - $5.81K
|
368
$9.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-212- 0.25% |
$4.91K - $5.73K
|
83.4K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-210- 0.43% |
$4.86K - $5.68K
|
49.1K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-200- 1.9% |
$4.63K - $5.41K
|
10.3K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-199- 1.16% |
$4.61K - $5.38K
|
17K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.68% |
$4.33K - $5.06K
|
27.3K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.04% |
$4.31K - $5.03K
|
17.6K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-185- 0.93% |
$4.28K - $5K
|
19.8K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 0.33% |
$4.17K - $4.87K
|
55K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171- 37.01% |
$3.96K - $4.62K
|
291
$7.47K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156Closed |
$3.61K - $4.22K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-155- 0.37% |
$3.59K - $4.19K
|
41.9K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 6.32% |
$3.57K - $4.16K
|
2.28K
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 74.63% |
$3.54K - $4.14K
|
52
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-153- 0.23% |
$3.54K - $4.14K
|
66.7K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-151- 0.74% |
$3.5K - $4.08K
|
20.3K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-145- 0.51% |
$3.36K - $3.92K
|
28.1K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-144- 0.16% |
$3.34K - $3.89K
|
91.3K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-138- 0.93% |
$3.2K - $3.73K
|
14.7K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-126- 0.64% |
$2.92K - $3.41K
|
19.5K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 0.5% |
$2.9K - $3.38K
|
25K
$642K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-123- 0.68% |
$2.85K - $3.33K
|
17.9K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-122- 0.34% |
$2.83K - $3.3K
|
36K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-114- 29.08% |
$2.64K - $3.08K
|
278
$7.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-106- 0.62% |
$2.45K - $2.87K
|
17K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.79% |
$2.43K - $2.84K
|
13.2K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-103- 0.04% |
$2.39K - $2.79K
|
271K
$6.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 0.45% |
$2.36K - $2.76K
|
22.5K
$579K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-102- 0.18% |
$2.36K - $2.76K
|
55.4K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-82- 0.15% |
$1.9K - $2.22K
|
53.5K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-79- 0.15% |
$1.83K - $2.14K
|
54.2K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 2.31% |
$1.53K - $1.78K
|
2.79K
$71.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-44- 0.25% |
$1.02K - $1.19K
|
17.9K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 13.51% |
$926 - $1.08K
|
256
$6.57K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-40- 4.76% |
$926 - $1.08K
|
800
$20.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-39- 0.1% |
$903 - $1.05K
|
40.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 0.14% |
$764 - $892
|
23.2K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-32- 0.73% |
$741 - $865
|
4.36K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 0.11% |
$602 - $703
|
23.2K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-23- 0.26% |
$533 - $622
|
8.97K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21- -0.0% |
$486 - $568
|
728K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16- 0.93% |
$371 - $433
|
1.71K
$44K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2- -0.0% |
$46.3 - $54.1
|
44.5K
$1.14M
|