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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2020
Q1 2020
|
Rovin Capital
|
SELL
|
- |
-11.4KClosed |
$254K - $440K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.5KClosed |
$233K - $405K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.79KClosed |
$218K - $379K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-9.54KClosed |
$213K - $369K
|
0
$0
|
|
|
Jun 18, 2020
Q1 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.39KClosed |
$209K - $363K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-8.1KClosed |
$181K - $313K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-7.11KClosed |
$159K - $275K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7.1KClosed |
$158K - $275K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-6.38KClosed |
$142K - $247K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.21KClosed |
$138K - $240K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.14KClosed |
$137K - $238K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.96KClosed |
$133K - $230K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.76KClosed |
$128K - $223K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-5.22KClosed |
$116K - $202K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.07KClosed |
$90.6K - $157K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.69KClosed |
$82.3K - $143K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.58KClosed |
$79.8K - $139K
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.5KClosed |
$78K - $135K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.46KClosed |
$77.2K - $134K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-3.29KClosed |
$73.4K - $127K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wealth Cmt
|
SELL
|
- |
-2.97KClosed |
$66.2K - $115K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.87KClosed |
$64K - $111K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-2.83KClosed |
$63.1K - $110K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.77KClosed |
$61.8K - $107K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.71KClosed |
$60.4K - $105K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.68KClosed |
$59.7K - $104K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.35KClosed |
$30.2K - $52.4K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.11KClosed |
$24.8K - $43.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-726Closed |
$16.2K - $28.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-162Closed |
$3.61K - $6.27K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-159Closed |
$3.54K - $6.15K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-45Closed |
$1K - $1.74K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-16Closed |
$357 - $619
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$22.3 - $38.7
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.1KClosed |
$811K - $917K
|
0
$0
|
|
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3KClosed |
$415K - $469K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.59KClosed |
$121K - $136K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Successful Portfolios LLC
|
SELL
|
- |
-2.91KClosed |
$97.8K - $111K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-241Closed |
$8.1K - $9.17K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-235Closed |
$7.9K - $8.94K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60Closed |
$2.02K - $2.28K
|
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
|
|