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, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.6K- 4.6% |
$495K - $548K
|
219K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-10K- 93.91% |
$470K - $521K
|
650
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.74K- 4.95% |
$457K - $506K
|
187K
$4.76M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.7K- 7.58% |
$455K - $504K
|
118K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.65K- 32.06% |
$452K - $501K
|
20.4K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.14K- 16.77% |
$429K - $475K
|
45.4K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.98K- 59.25% |
$421K - $467K
|
6.18K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.88K- 13.05% |
$416K - $461K
|
59.1K
$1.51M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.82K- 18.91% |
$414K - $458K
|
37.8K
$963K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.84K- 4.28% |
$368K - $407K
|
175K
$4.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.68K- 6.97% |
$360K - $399K
|
102K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-7.62K- 5.39% |
$357K - $396K
|
134K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.58K- 9.33% |
$355K - $394K
|
73.6K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.32K- 47.24% |
$343K - $380K
|
8.18K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.3K- 55.78% |
$343K - $379K
|
5.79K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-7.26K- 1.3% |
$340K - $377K
|
551K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-6.63K- 7.55% |
$311K - $345K
|
81.2K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.38K- 10.24% |
$299K - $332K
|
55.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.91K- 8.6% |
$277K - $307K
|
62.9K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 43.55% |
$267K - $296K
|
7.38K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 36.28% |
$253K - $281K
|
9.49K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$7.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.36K- 6.78% |
$251K - $278K
|
73.6K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.35K- 9.14% |
$251K - $278K
|
53.2K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.32K- 6.65% |
$250K - $276K
|
74.6K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-5.17K- 8.33% |
$242K - $269K
|
56.9K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.1K- 34.32% |
$239K - $265K
|
9.76K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.02K- 12.61% |
$235K - $261K
|
34.8K
$885K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 18.52% |
$235K - $260K
|
22K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.95K- 1.24% |
$232K - $257K
|
393K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.9K- 24.24% |
$230K - $255K
|
15.3K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.8K- 2.23% |
$225K - $249K
|
210K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 2.97% |
$224K - $248K
|
156K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-4.74K- 18.5% |
$222K - $246K
|
20.9K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.7K- 2.19% |
$220K - $244K
|
209K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.5K- 86.56% |
$211K - $234K
|
698
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.43K- 25.52% |
$208K - $230K
|
12.9K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-4.3K- 16.08% |
$202K - $223K
|
22.4K
$571K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.14K- 2.45% |
$194K - $215K
|
165K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.11K- 7.63% |
$193K - $213K
|
49.7K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.04K- 2.91% |
$189K - $210K
|
135K
$3.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.96K- 1.45% |
$186K - $206K
|
270K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.9K- 2.69% |
$183K - $203K
|
141K
$3.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.86K- 2.53% |
$181K - $201K
|
149K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.77K- 30.86% |
$177K - $196K
|
8.46K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.76K- 4.47% |
$176K - $195K
|
80.4K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.59K- 7.73% |
$168K - $186K
|
42.8K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.54K- 5.0% |
$166K - $184K
|
67.2K
$1.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.54K- 36.8% |
$166K - $184K
|
6.08K
$155K
|