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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.2K- 20.82% |
$563K - $630K
|
84.6K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-22.2K- 3.71% |
$562K - $630K
|
577K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-21.7K- 18.79% |
$548K - $614K
|
93.6K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-21.3K- 0.94% |
$539K - $604K
|
2.26M
$61.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-21.2K- 16.37% |
$535K - $599K
|
108K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-21K- 2.76% |
$532K - $596K
|
742K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.6K- 5.7% |
$496K - $556K
|
325K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 6.62% |
$494K - $554K
|
276K
$7.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.4K- 6.9% |
$465K - $521K
|
249K
$6.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.2K- 49.55% |
$461K - $517K
|
18.6K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-18.2K- 5.68% |
$460K - $516K
|
302K
$8.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 9.29% |
$457K - $512K
|
176K
$4.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18K- 1.16% |
$455K - $510K
|
1.53M
$42.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.2K- 50.36% |
$435K - $487K
|
16.9K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.2K- 2.22% |
$409K - $458K
|
711K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16K- 53.47% |
$405K - $454K
|
14K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-15.8K- 3.51% |
$399K - $447K
|
434K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-15.6K- 1.28% |
$395K - $442K
|
1.21M
$33.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 2.9% |
$394K - $441K
|
521K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 6.06% |
$392K - $439K
|
240K
$6.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 52.26% |
$389K - $436K
|
14.1K
$386K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-15K- 12.2% |
$379K - $424K
|
108K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-15K- 8.42% |
$379K - $424K
|
163K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.4K- 60.91% |
$363K - $407K
|
9.22K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14K- 5.65% |
$355K - $397K
|
234K
$6.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.8K- 3.31% |
$348K - $390K
|
403K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-13.5K- 5.03% |
$342K - $384K
|
256K
$7.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13.5K- 7.97% |
$341K - $383K
|
156K
$4.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 15.68% |
$339K - $379K
|
72K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.3K- 8.46% |
$336K - $377K
|
144K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.9K- 3.0% |
$327K - $366K
|
418K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-12.9K- 14.01% |
$327K - $366K
|
79.3K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-12.7K- 34.51% |
$322K - $361K
|
24.1K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 12.2% |
$308K - $345K
|
87.6K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 0.24% |
$288K - $323K
|
4.68M
$128M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9K- 17.78% |
$276K - $309K
|
50.4K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 3.36% |
$268K - $301K
|
305K
$8.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.5K- 4.08% |
$266K - $298K
|
247K
$6.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.3KClosed |
$261K - $292K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.2K- 34.25% |
$259K - $290K
|
19.7K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-10.1K- 1.35% |
$255K - $286K
|
737K
$20.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 10.91% |
$253K - $284K
|
81.8K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-9.89K- 2.22% |
$250K - $280K
|
436K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9.76K- 95.67% |
$247K - $276K
|
442
$12.1K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.69K- 50.0% |
$245K - $275K
|
9.69K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-9.46K- 10.5% |
$239K - $268K
|
80.6K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-8.97K- 47.61% |
$227K - $254K
|
9.87K
$271K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.89K- 27.41% |
$225K - $252K
|
23.6K
$646K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.6K- 3.47% |
$217K - $243K
|
239K
$6.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.51K- 6.75% |
$215K - $241K
|
118K
$3.23M
|
|