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 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$45.2 - $49
|
10.9K
$549K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35K- 2.85% |
$1.57M - $1.72M
|
1.19M
$60.1M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-11K- 76.84% |
$494K - $543K
|
3.32K
$167K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.47K- 99.88% |
$380K - $417K
|
10
$504
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.91K- 43.92% |
$265K - $291K
|
7.55K
$380K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.12K- 49.15% |
$229K - $252K
|
5.29K
$267K
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-4.68K- 29.33% |
$210K - $230K
|
11.3K
$568K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.3K- 67.19% |
$193K - $212K
|
2.1K
$106K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 9.1% |
$98.3K - $108K
|
21.9K
$1.1M
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 3.29% |
$94.1K - $103K
|
61.7K
$3.11M
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 9.98% |
$92K - $101K
|
18.5K
$933K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.78K- 23.03% |
$79.8K - $87.6K
|
5.95K
$300K
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.41K- 4.32% |
$63.1K - $69.3K
|
31.2K
$1.57M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 4.88% |
$51.3K - $56.4K
|
22.3K
$1.12M
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.06K- 9.29% |
$47.7K - $52.3K
|
10.4K
$523K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 5.04% |
$45.2K - $49.6K
|
19K
$957K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-916- 5.82% |
$41.1K - $45.1K
|
14.8K
$747K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-910- 12.27% |
$40.8K - $44.8K
|
6.51K
$328K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-880- 12.05% |
$39.5K - $43.3K
|
6.42K
$323K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-770- 0.67% |
$34.5K - $37.9K
|
115K
$5.79M
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-633- 11.63% |
$28.4K - $31.2K
|
4.81K
$242K
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-570- 10.92% |
$25.6K - $28.1K
|
4.65K
$234K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-488- 1.52% |
$21.9K - $24K
|
31.6K
$1.59M
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-464- 2.4% |
$20.8K - $22.8K
|
18.9K
$952K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-448- 17.75% |
$20.1K - $22.1K
|
2.08K
$105K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-436- 46.63% |
$19.6K - $21.5K
|
499
$25.1K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-429- 81.1% |
$19.2K - $21.1K
|
100
$5.04K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-402- 7.16% |
$18K - $19.8K
|
5.22K
$263K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-396- 2.11% |
$17.8K - $19.5K
|
18.4K
$925K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-329- 2.2% |
$14.8K - $16.2K
|
14.7K
$738K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-326- 5.15% |
$14.6K - $16.1K
|
6K
$302K
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-323- 0.25% |
$14.5K - $15.9K
|
130K
$6.54M
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-322- 2.58% |
$14.4K - $15.9K
|
12.1K
$612K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-293- 3.14% |
$13.1K - $14.4K
|
9.05K
$456K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-286- 51.91% |
$12.8K - $14.1K
|
265
$13.4K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$212K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$212K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-237- 29.12% |
$10.6K - $11.7K
|
577
$29.1K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-224- 20.25% |
$10K - $11K
|
882
$44.4K
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-206- 4.79% |
$9.24K - $10.1K
|
4.09K
$206K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-162- 40.7% |
$7.26K - $7.98K
|
236
$11.9K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-162- 9.94% |
$7.26K - $7.98K
|
1.47K
$74K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-150- 1.73% |
$6.73K - $7.39K
|
8.52K
$429K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-103- 3.22% |
$4.62K - $5.07K
|
3.1K
$156K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 0.82% |
$4.48K - $4.92K
|
12.1K
$609K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 43.48% |
$4.04K - $4.43K
|
117
$5.89K
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-72- 0.83% |
$3.23K - $3.55K
|
8.56K
$431K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-65- 1.21% |
$2.91K - $3.2K
|
5.31K
$268K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-65- 14.13% |
$2.91K - $3.2K
|
395
$19.9K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-56- 20.97% |
$2.51K - $2.76K
|
211
$10.6K
|