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 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-320- 1.96% |
$6.53K - $8.1K
|
16K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 2.3% |
$5.27K - $6.53K
|
10.9K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-243- 1.16% |
$4.96K - $6.15K
|
20.6K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-230- 18.7% |
$4.7K - $5.82K
|
1K
$27.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-225- 2.55% |
$4.59K - $5.69K
|
8.6K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-219- 75.26% |
$4.47K - $5.54K
|
72
$1.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-218- 4.84% |
$4.45K - $5.52K
|
4.29K
$118K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-216- 2.21% |
$4.41K - $5.46K
|
9.54K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 6.91% |
$3.66K - $4.53K
|
2.41K
$66.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-160- 0.82% |
$3.27K - $4.05K
|
19.3K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-144- 1.66% |
$2.94K - $3.64K
|
8.55K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-108- 58.7% |
$2.21K - $2.73K
|
76
$2.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-98- 11.67% |
$2K - $2.48K
|
742
$20.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-75- 0.14% |
$1.53K - $1.9K
|
53.7K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.25% |
$1.02K - $1.27K
|
19.6K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$1.02K - $1.27K
|
9.37K
$257K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-42- 0.05% |
$858 - $1.06K
|
77.9K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-39- 2.87% |
$796 - $987
|
1.32K
$36.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.07% |
$245 - $304
|
16.8K
$462K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-8- 0.07% |
$163 - $202
|
11.5K
$317K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-45.7K- 84.14% |
$1.06M - $1.24M
|
8.63K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.3K- 80.95% |
$1.03M - $1.2M
|
10.4K
$286K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.4K- 0.98% |
$473K - $552K
|
2.07M
$56.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.4K- 65.92% |
$472K - $551K
|
10.5K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-20.3K- 66.18% |
$469K - $548K
|
10.4K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14.6K- 94.28% |
$337K - $394K
|
884
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 51.57% |
$285K - $333K
|
11.6K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.73% |
$277K - $323K
|
532
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.23K- 37.09% |
$214K - $250K
|
15.7K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.01K- 30.72% |
$186K - $217K
|
18.1K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.87K- 8.37% |
$182K - $213K
|
86.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$5.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.84K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$34.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$51.7K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.2K- 4.97% |
$27.8K - $32.4K
|
23K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-952- 86.86% |
$22K - $25.7K
|
144
$3.95K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-934- 37.21% |
$21.6K - $25.3K
|
1.58K
$43.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-934- 80.94% |
$21.6K - $25.3K
|
220
$6.03K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-884- 8.48% |
$20.5K - $23.9K
|
9.54K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 0.29% |
$16.2K - $19K
|
239K
$6.57M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-686- 1.74% |
$15.9K - $18.5K
|
38.7K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$352K
|
|