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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 3.14% |
$3.88M - $4.09M
|
4.41M
$121M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-98.4K- 48.61% |
$2.67M - $2.82M
|
104K
$2.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96.6K- 10.04% |
$2.63M - $2.77M
|
866K
$23.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-37K- 83.69% |
$1.01M - $1.06M
|
7.21K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-33.1K- 7.59% |
$899K - $948K
|
403K
$11.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-26.6K- 1.43% |
$723K - $762K
|
1.83M
$50.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22.4K- 44.4% |
$609K - $642K
|
28K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 19.72% |
$544K - $574K
|
81.5K
$2.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-13K- 37.36% |
$353K - $372K
|
21.8K
$598K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-11.5K- 5.89% |
$313K - $330K
|
184K
$5.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.47K- 6.77% |
$257K - $271K
|
130K
$3.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-8.62K- 12.96% |
$234K - $247K
|
57.9K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.16K- 9.22% |
$194K - $205K
|
70.5K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5.59K- 66.52% |
$152K - $160K
|
2.81K
$77.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 13.11% |
$148K - $156K
|
36.1K
$991K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 1.18% |
$139K - $147K
|
428K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.2K- 7.66% |
$114K - $120K
|
50.6K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4K- 9.84% |
$109K - $114K
|
36.6K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.98K- 1.37% |
$108K - $114K
|
286K
$7.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.8K- 6.76% |
$103K - $109K
|
52.4K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.5K- 3.38% |
$95.1K - $100K
|
99.9K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.47K- 5.2% |
$94.3K - $99.5K
|
63.3K
$1.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.3K- 0.75% |
$89.6K - $94.4K
|
438K
$12M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.1K- 0.5% |
$84.3K - $88.9K
|
619K
$17M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.06K- 9.19% |
$83.1K - $87.7K
|
30.2K
$830K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.83K- 19.42% |
$76.8K - $80.9K
|
11.7K
$322K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.75K- 2.57% |
$74.6K - $78.7K
|
104K
$2.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.58K- 12.55% |
$70K - $73.9K
|
18K
$493K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.42K- 3.12% |
$65.7K - $69.3K
|
75K
$2.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.08K- 2.23% |
$56.5K - $59.6K
|
91.4K
$2.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.71K- 7.19% |
$46.5K - $49K
|
22.1K
$606K
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.71K- 5.78% |
$46.5K - $49K
|
27.9K
$764K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.69K- 4.32% |
$45.9K - $48.4K
|
37.4K
$1.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.57K- 6.66% |
$42.7K - $45K
|
22K
$603K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.54K- 3.32% |
$41.7K - $44K
|
44.8K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.51K- 2.07% |
$41.1K - $43.3K
|
71.5K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.51K- 15.53% |
$41K - $43.3K
|
8.21K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.34K- 11.11% |
$36.4K - $38.4K
|
10.7K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 3.76% |
$35.3K - $37.2K
|
33.3K
$913K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.28K- 0.75% |
$34.6K - $36.5K
|
169K
$4.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.17K- 4.78% |
$31.9K - $33.6K
|
23.4K
$641K
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.15K- 2.17% |
$31.3K - $33K
|
51.9K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 9.31% |
$28.2K - $29.7K
|
10.1K
$277K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.01K- 0.4% |
$27.4K - $28.9K
|
254K
$6.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.01K- 10.82% |
$27.4K - $28.9K
|
8.3K
$228K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-912- 4.28% |
$24.8K - $26.1K
|
20.4K
$560K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-870- 2.58% |
$23.6K - $24.9K
|
32.9K
$903K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-844- 0.41% |
$22.9K - $24.2K
|
203K
$5.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-843- 11.84% |
$22.9K - $24.2K
|
6.28K
$172K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-784- 5.09% |
$21.3K - $22.5K
|
14.6K
$401K
|
|