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 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-754- 1.87% |
$20.5K - $21.6K
|
39.5K
$1.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-748- 1.84% |
$20.3K - $21.4K
|
39.8K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-675- 1.15% |
$18.3K - $19.3K
|
58.2K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-629- 1.03% |
$17.1K - $18K
|
60.4K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-523- 3.26% |
$14.2K - $15K
|
15.5K
$425K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-405- 5.12% |
$11K - $11.6K
|
7.5K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-392- 3.64% |
$10.7K - $11.2K
|
10.4K
$285K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
SELL
|
- |
-354- 0.49% |
$9.62K - $10.1K
|
71.4K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-331- 0.49% |
$8.99K - $9.48K
|
66.7K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-320- 1.83% |
$8.69K - $9.17K
|
17.2K
$470K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-301- 0.15% |
$8.18K - $8.62K
|
201K
$5.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-295- 1.45% |
$8.02K - $8.45K
|
20K
$549K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-282- 1.41% |
$7.66K - $8.08K
|
19.7K
$540K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-275- 0.87% |
$7.47K - $7.88K
|
31.3K
$858K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-250- 0.27% |
$6.79K - $7.16K
|
93.9K
$2.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-225- 0.39% |
$6.11K - $6.45K
|
57.7K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-180- 0.81% |
$4.89K - $5.16K
|
22.1K
$607K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-117- 0.23% |
$3.18K - $3.35K
|
50K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-18- 0.04% |
$489 - $516
|
49.7K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4- 17.39% |
$109 - $115
|
19
$521
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74M- 9.14% |
$44M - $49.2M
|
17.3M
$474M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 47.88% |
$36M - $40.4M
|
1.55M
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-791K- 5.11% |
$20M - $22.4M
|
14.7M
$403M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-573K- 78.03% |
$14.5M - $16.2M
|
161K
$4.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-488K- 8.89% |
$12.3M - $13.8M
|
5M
$137M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-429K- 78.71% |
$10.8M - $12.2M
|
116K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-277K- 48.05% |
$7M - $7.85M
|
299K
$8.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-239K- 21.16% |
$6.05M - $6.77M
|
891K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204K- 83.39% |
$5.17M - $5.79M
|
40.7K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191K- 94.06% |
$4.82M - $5.4M
|
12.1K
$331K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-148K- 78.06% |
$3.74M - $4.19M
|
41.6K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-142K- 6.43% |
$3.58M - $4.01M
|
2.06M
$56.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 21.66% |
$3.21M - $3.6M
|
459K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 2.93% |
$2.88M - $3.23M
|
3.78M
$104M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 10.89% |
$2.58M - $2.89M
|
836K
$22.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.3K- 8.57% |
$2.01M - $2.25M
|
846K
$23.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-69.3K- 14.34% |
$1.75M - $1.96M
|
414K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.7K- 4.25% |
$1.69M - $1.89M
|
1.5M
$41.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-58.5K- 42.64% |
$1.48M - $1.66M
|
78.7K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-55.5K- 9.33% |
$1.4M - $1.57M
|
539K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-53.5K- 25.76% |
$1.35M - $1.52M
|
154K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50.6K- 56.67% |
$1.28M - $1.43M
|
38.7K
$1.06M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-49.9K- 90.43% |
$1.26M - $1.41M
|
5.28K
$145K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-49.3K- 48.3% |
$1.25M - $1.4M
|
52.8K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-44.4K- 13.18% |
$1.12M - $1.26M
|
293K
$8.03M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.4K- 55.63% |
$1.05M - $1.17M
|
33K
$906K
|
|