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 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-429- 81.1% |
$19.2K - $21.1K
|
100
$2.35K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-329- 2.2% |
$14.8K - $16.2K
|
14.7K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$99K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$99K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-162- 40.7% |
$7.26K - $7.98K
|
236
$5.54K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-65- 1.21% |
$2.91K - $3.2K
|
5.31K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-56- 20.97% |
$2.51K - $2.76K
|
211
$4.95K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10- 2.17% |
$448 - $492
|
450
$10.6K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.24K- 9.27% |
$124K - $156K
|
31.7K
$745K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$930K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 24.94% |
$93K - $117K
|
7.34K
$172K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.36K- 13.52% |
$90.1K - $114K
|
15.1K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 63.12% |
$39.6K - $49.9K
|
607
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-678- 6.36% |
$25.9K - $32.6K
|
9.98K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-549- 38.02% |
$20.9K - $26.4K
|
895
$21K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-380- 21.02% |
$14.5K - $18.2K
|
1.43K
$33.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174- 99.43% |
$6.63K - $8.36K
|
1
$23.5
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-169- 4.63% |
$6.44K - $8.12K
|
3.48K
$81.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$352
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 2.53% |
$953 - $1.2K
|
964
$22.6K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-243K- 94.39% |
$9.93M - $11.2M
|
14.4K
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.26K- 3.07% |
$133K - $150K
|
103K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.85K- 8.29% |
$116K - $131K
|
31.5K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.65% |
$86.7K - $97.9K
|
43.6K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.1K- 6.44% |
$44.9K - $50.7K
|
16K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-567- 27.26% |
$23.2K - $26.1K
|
1.51K
$35.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-365- 99.73% |
$14.9K - $16.8K
|
1
$23.5
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-274- 4.97% |
$11.2K - $12.6K
|
5.23K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-208- 5.25% |
$8.5K - $9.59K
|
3.75K
$88.1K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-180- 32.03% |
$7.35K - $8.3K
|
382
$8.97K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-38- 0.35% |
$1.55K - $1.75K
|
10.8K
$254K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-212K- 97.0% |
$8.47M - $9.3M
|
6.56K
$154K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.98K- 57.28% |
$279K - $306K
|
5.21K
$122K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 18.85% |
$58.5K - $64.2K
|
6.31K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.06K- 97.07% |
$42.3K - $46.4K
|
32
$751
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.02K- 2.71% |
$40.7K - $44.7K
|
36.6K
$860K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-852- 15.62% |
$34K - $37.3K
|
4.6K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-359- 15.28% |
$14.3K - $15.7K
|
1.99K
$46.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-325- 94.2% |
$13K - $14.2K
|
20
$470
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-257- 4.47% |
$10.3K - $11.3K
|
5.5K
$129K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 0.64% |
$2.95K - $3.24K
|
11.4K
$268K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-62- 3.87% |
$2.47K - $2.72K
|
1.54K
$36.2K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-16.2K- 56.82% |
$645K - $751K
|
12.3K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 24.48% |
$478K - $557K
|
37K
$870K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.19K- 19.55% |
$167K - $194K
|
17.2K
$404K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 97.61% |
$130K - $152K
|
80
$1.88K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.27K- 39.91% |
$130K - $152K
|
4.92K
$116K
|
|