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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-175Closed |
$8.51K - $9.64K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.22K - $1.38K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-28.8KClosed |
$1.39M - $1.51M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-26.5KClosed |
$1.28M - $1.39M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.73KClosed |
$132K - $143K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-2.46KClosed |
$119K - $129K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.34KClosed |
$113K - $123K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.14KClosed |
$103K - $112K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.05KClosed |
$98.8K - $107K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.96KClosed |
$94.5K - $103K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.95KClosed |
$94.2K - $102K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$93.3K - $101K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.93KClosed |
$93.3K - $101K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-980Closed |
$47.3K - $51.4K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-966Closed |
$46.7K - $50.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-315Closed |
$15.2K - $16.5K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-205Closed |
$9.9K - $10.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-125Closed |
$6.04K - $6.56K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-88Closed |
$4.25K - $4.62K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-46.1KClosed |
$2.23M - $2.44M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-4.06KClosed |
$197K - $215K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.82KClosed |
$137K - $149K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$116K - $127K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.11KClosed |
$102K - $112K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.2KClosed |
$58.2K - $63.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-569Closed |
$27.5K - $30.1K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-519Closed |
$25.1K - $27.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-494Closed |
$23.9K - $26.1K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-276Closed |
$13.4K - $14.6K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-35Closed |
$1.69K - $1.85K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$1.26K - $1.38K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.11K - $1.22K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-23Closed |
$1.11K - $1.22K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13Closed |
$629 - $688
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11Closed |
$532 - $582
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1Closed |
$48.4 - $52.9
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-107KClosed |
$4.71M - $5.65M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-40.3KClosed |
$1.77M - $2.12M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13KClosed |
$571K - $685K
|
0
$0
|
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.32KClosed |
$233K - $280K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-3.27KClosed |
$144K - $172K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.06KClosed |
$134K - $161K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
SELL
|
- |
-2.32KClosed |
$102K - $122K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.83KClosed |
$80.4K - $96.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1KClosed |
$43.9K - $52.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-692Closed |
$30.4K - $36.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-478Closed |
$21K - $25.2K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-393Closed |
$17.2K - $20.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-330Closed |
$14.5K - $17.4K
|
0
$0
|