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 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-27- 0.31% |
$683 - $765
|
8.56K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-26- 0.49% |
$658 - $737
|
5.25K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-20- 0.16% |
$506 - $567
|
12.6K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.02% |
$430 - $482
|
71.2K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-16- 0.01% |
$405 - $453
|
117K
$3.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.2% |
$405 - $453
|
8.02K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16- 0.14% |
$405 - $453
|
11.7K
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.12% |
$329 - $368
|
11K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 12.77% |
$303 - $340
|
82
$2.25K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.03% |
$228 - $255
|
35.5K
$973K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.04% |
$177 - $198
|
17.1K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7- 0.3% |
$177 - $198
|
2.34K
$64.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.02% |
$126 - $142
|
22.8K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5- 0.02% |
$126 - $142
|
20.4K
$560K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4- 0.32% |
$101 - $113
|
1.25K
$34.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 0.47% |
$50.6 - $56.7
|
428
$11.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.01% |
$50.6 - $56.7
|
37.2K
$1.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-2- 0.02% |
$50.6 - $56.7
|
8.73K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$25.3 - $28.3
|
33.3K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1- 0.01% |
$25.3 - $28.3
|
8.07K
$221K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42.5K- 22.85% |
$868K - $1.08M
|
144K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8.51K- 13.24% |
$174K - $215K
|
55.8K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.17K- 11.41% |
$167K - $207K
|
63.5K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.56K- 46.74% |
$154K - $191K
|
8.61K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-7.25K- 3.18% |
$148K - $183K
|
220K
$6.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.76K- 95.43% |
$138K - $171K
|
324
$8.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.87K- 16.69% |
$58.6K - $72.6K
|
14.3K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.6K- 16.39% |
$53.2K - $65.9K
|
13.3K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.35K- 14.16% |
$48.1K - $59.6K
|
14.3K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2K- 10.27% |
$40.9K - $50.7K
|
17.5K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.95K- 18.3% |
$39.9K - $49.4K
|
8.71K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.88K- 15.05% |
$38.4K - $47.6K
|
10.6K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 10.66% |
$36.4K - $45.1K
|
14.9K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.66K- 11.4% |
$33.9K - $42K
|
12.9K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.33% |
$30.2K - $37.5K
|
43K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 18.23% |
$29.1K - $36.1K
|
6.4K
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-999- 3.78% |
$20.4K - $25.3K
|
25.4K
$697K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-924- 8.3% |
$18.9K - $23.4K
|
10.2K
$280K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-894- 2.25% |
$18.3K - $22.6K
|
38.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-800- 8.33% |
$16.3K - $20.2K
|
8.8K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 2.4% |
$12.3K - $15.2K
|
24.4K
$669K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.6% |
$11.7K - $14.5K
|
15.4K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-550- 86.75% |
$11.2K - $13.9K
|
84
$2.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-527- 1.73% |
$10.8K - $13.3K
|
30K
$823K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$96K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-492- 37.85% |
$10K - $12.4K
|
808
$22.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-425- 4.17% |
$8.68K - $10.8K
|
9.78K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$17.8K
|
|