Latest Institutional Sells of Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 14, 2020 Q1 2020
Lake Street Advisors Group, LLC

SELL
 -
-5.76K
Closed
$128K - $223K
0 $0
May 11, 2020 Q1 2020
Hartline Investment Corp

Winnetka, IL
SELL
 -
-5.22K
Closed
$116K - $202K
0 $0
Apr 28, 2020 Q1 2020
Essex Savings Bank

SELL
 -
-4.88K
Closed
$109K - $189K
0 $0
May 14, 2020 Q1 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-4.31K
Closed
$96K - $167K
0 $0
May 01, 2020 Q1 2020
Good Life Advisors, LLC

SELL
 -
-4.07K
Closed
$90.6K - $157K
0 $0
Apr 28, 2020 Q1 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-3.69K
Closed
$82.3K - $143K
0 $0
May 08, 2020 Q1 2020
Orser Capital Management, LLC

SELL
 -
-3.58K
Closed
$79.8K - $139K
0 $0
May 22, 2020 Q1 2020
Integrated Investment Consultants, LLC

SELL
 -
-3.5K
Closed
$78K - $135K
0 $0
Apr 07, 2020 Q1 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-3.46K
Closed
$77.2K - $134K
0 $0
May 13, 2020 Q1 2020
Aufman Associates Inc

Sewickley, PA
SELL
 -
-3.29K
Closed
$73.4K - $127K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-2.87K
Closed
$64K - $111K
0 $0
Apr 10, 2020 Q1 2020
Lantz Financial LLC

SELL
 -
-2.83K
Closed
$63.1K - $110K
0 $0
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-2.77K
Closed
$61.8K - $107K
0 $0
May 01, 2020 Q1 2020
Bernardo Wealth Planning LLC

SELL
 -
-2.71K
Closed
$60.4K - $105K
0 $0
Apr 16, 2020 Q1 2020
Steel Peak Wealth Management LLC

SELL
 -
-2.68K
Closed
$59.7K - $104K
0 $0
May 01, 2020 Q1 2020
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.35K
Closed
$30.2K - $52.4K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.11K
Closed
$24.8K - $43.1K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-726
Closed
$16.2K - $28.1K
0 $0
Apr 30, 2020 Q1 2020
Moser Wealth Advisors, LLC

SELL
 -
-299
Closed
$6.66K - $11.6K
0 $0
May 15, 2020 Q1 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-162
Closed
$3.61K - $6.27K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-159
Closed
$3.54K - $6.15K
0 $0
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-45
Closed
$1K - $1.74K
0 $0
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-16
Closed
$357 - $619
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$22.3 - $38.7
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-24.1K
Closed
$811K - $917K
0 $0
Feb 19, 2020 Q4 2019
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-12.3K
Closed
$415K - $469K
0 $0
Feb 03, 2020 Q4 2019
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-3.59K
Closed
$121K - $136K
0 $0
Jan 23, 2020 Q4 2019
Successful Portfolios LLC

SELL
 -
-2.91K
Closed
$97.8K - $111K
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-537
Closed
$18.1K - $20.4K
0 $0
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-241
Closed
$8.1K - $9.17K
0 $0
Feb 07, 2020 Q4 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-235
Closed
$7.9K - $8.94K
0 $0
Jan 23, 2020 Q4 2019
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-60
Closed
$2.02K - $2.28K
0 $0
Q3 2019
Oct 16, 2019 Q3 2019
Trinity Legacy Partners, LLC

SELL
 -
-18.5K
Closed
$644K - $669K
0 $0
Nov 18, 2019 Q3 2019
Gw Henssler & Associates LTD

SELL
 -
-12.4K
Closed
$430K - $446K
0 $0
Oct 18, 2019 Q3 2019
Wealthquest Corp

Cincinnati, OH
SELL
 -
-3.39K
Closed
$118K - $122K
0 $0
Nov 13, 2019 Q3 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-3K
Closed
$104K - $108K
0 $0
Nov 14, 2019 Q3 2019
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-2.02K
Closed
$70.1K - $72.8K
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-920
Closed
$32K - $33.2K
0 $0
Oct 25, 2019 Q3 2019
Fny Investment Advisers, LLC

SELL
 -
-648
Closed
$22.5K - $23.4K
0 $0
Oct 09, 2019 Q3 2019
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-640
Closed
$22.3K - $23.1K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-400
Closed
$13.9K - $14.4K
0 $0
Nov 12, 2019 Q3 2019
Dougherty Wealth Advisers LLC

SELL
 -
-69
Closed
$2.4K - $2.49K
0 $0
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-39
Closed
$1.36K - $1.41K
0 $0
Q2 2019
Jul 24, 2019 Q2 2019
Financial Consulate, Inc

SELL
 -
-45.4K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Green Square Capital Advisors LLC

SELL
 -
-5.13K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Marietta Wealth Management, LLC

SELL
 -
-4.3K
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-2.24K
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-367
Closed
N/A
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-145
Closed
N/A
0 $0

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