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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74M- 9.14% |
$44M - $49.2M
|
17.3M
$474M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 47.88% |
$36M - $40.4M
|
1.55M
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-791K- 5.11% |
$20M - $22.4M
|
14.7M
$403M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-573K- 78.03% |
$14.5M - $16.2M
|
161K
$4.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-488K- 8.89% |
$12.3M - $13.8M
|
5M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-277K- 48.05% |
$7M - $7.85M
|
299K
$8.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-239K- 21.16% |
$6.05M - $6.77M
|
891K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204K- 83.39% |
$5.17M - $5.79M
|
40.7K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191K- 94.06% |
$4.82M - $5.4M
|
12.1K
$331K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-148K- 78.06% |
$3.74M - $4.19M
|
41.6K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-142K- 6.43% |
$3.58M - $4.01M
|
2.06M
$56.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 21.66% |
$3.21M - $3.6M
|
459K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 2.93% |
$2.88M - $3.23M
|
3.78M
$104M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-103K- 2.21% |
$2.6M - $2.92M
|
4.55M
$125M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 10.89% |
$2.58M - $2.89M
|
836K
$22.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.3K- 8.57% |
$2.01M - $2.25M
|
846K
$23.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-69.3K- 14.34% |
$1.75M - $1.96M
|
414K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.7K- 4.25% |
$1.69M - $1.89M
|
1.5M
$41.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-58.5K- 42.64% |
$1.48M - $1.66M
|
78.7K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-55.5K- 9.33% |
$1.4M - $1.57M
|
539K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-53.5K- 25.76% |
$1.35M - $1.52M
|
154K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50.6K- 56.67% |
$1.28M - $1.43M
|
38.7K
$1.06M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-49.9K- 90.43% |
$1.26M - $1.41M
|
5.28K
$145K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-49.3K- 48.3% |
$1.25M - $1.4M
|
52.8K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-44.4K- 13.18% |
$1.12M - $1.26M
|
293K
$8.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-42.7K- 17.33% |
$1.08M - $1.21M
|
204K
$5.59M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.4K- 55.63% |
$1.05M - $1.17M
|
33K
$906K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-41K- 20.7% |
$1.04M - $1.16M
|
157K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-40.9K- 95.48% |
$1.04M - $1.16M
|
1.94K
$53.2K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-40.7K- 20.71% |
$1.03M - $1.15M
|
156K
$4.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40.6K- 4.05% |
$1.03M - $1.15M
|
962K
$26.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.6K- 24.64% |
$977K - $1.09M
|
118K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-36.9K- 15.9% |
$932K - $1.04M
|
195K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-32.8K- 5.93% |
$830K - $929K
|
520K
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-31.5K- 3.05% |
$795K - $891K
|
999K
$27.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.9K- 28.2% |
$755K - $846K
|
76.1K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-29.1K- 86.19% |
$736K - $825K
|
4.66K
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-27.4K- 12.63% |
$693K - $776K
|
190K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-27K- 60.94% |
$683K - $765K
|
17.3K
$475K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-26.6K- 13.18% |
$674K - $755K
|
175K
$4.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.5K- 5.52% |
$644K - $722K
|
436K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-25.4K- 2.22% |
$642K - $720K
|
1.12M
$30.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-24.6K- 10.22% |
$622K - $696K
|
216K
$5.92M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-24.4K- 72.79% |
$618K - $693K
|
9.14K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.1K- 42.05% |
$583K - $653K
|
31.8K
$872K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.2K- 20.82% |
$563K - $630K
|
84.6K
$2.32M
|
|