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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2020
Q4 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60Closed |
$2.02K - $2.28K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10Closed |
$336 - $380
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 16, 2019
Q3 2019
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-18.5KClosed |
$644K - $669K
|
0
$0
|
|
|
Nov 18, 2019
Q3 2019
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-12.4KClosed |
$430K - $446K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.39KClosed |
$118K - $122K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3KClosed |
$104K - $108K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.02KClosed |
$70.1K - $72.8K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-920Closed |
$32K - $33.2K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-648Closed |
$22.5K - $23.4K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-640Closed |
$22.3K - $23.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-400Closed |
$13.9K - $14.4K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-69Closed |
$2.4K - $2.49K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-39Closed |
$1.36K - $1.41K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-45.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.13KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-367Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-109KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.26KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.57KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.86KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-679Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 28, 2019
Q4 2018
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-269KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-246KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42.9KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-37.8KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.31KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Davidson Investment Advisors
|
SELL
|
- |
-3.23KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-458Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-271Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.08KClosed |
N/A
|
0
$0
|
|
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.21KClosed |
N/A
|
0
$0
|
|