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 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.02K- 9.88% |
$102K - $114K
|
36.6K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.9K- 4.01% |
$98.7K - $111K
|
93.4K
$2.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.85K- 30.86% |
$97.3K - $109K
|
8.62K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.84K- 3.58% |
$97.1K - $109K
|
103K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.82K- 1.55% |
$96.7K - $108K
|
243K
$6.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.75K- 14.67% |
$94.8K - $106K
|
21.8K
$598K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.72K- 19.32% |
$94.2K - $105K
|
15.6K
$427K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.72K- 1.45% |
$94.1K - $105K
|
252K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.71K- 25.22% |
$93.9K - $105K
|
11K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.71K- 29.52% |
$93.9K - $105K
|
8.86K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.71K- 5.74% |
$93.8K - $105K
|
60.9K
$1.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.7K- 18.7% |
$93.5K - $105K
|
16.1K
$441K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.68K- 23.17% |
$93.1K - $104K
|
12.2K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.62K- 19.1% |
$91.6K - $103K
|
15.3K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.61K- 1.23% |
$91.3K - $102K
|
290K
$7.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.6K- 5.22% |
$91.1K - $102K
|
65.4K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.57K- 7.79% |
$90.2K - $101K
|
42.2K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.49K- 22.59% |
$88.3K - $98.9K
|
12K
$328K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.49K- 10.67% |
$88.2K - $98.8K
|
29.2K
$802K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.37K- 0.54% |
$85.3K - $95.5K
|
617K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.35K- 24.79% |
$84.7K - $94.9K
|
10.2K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.33K- 0.8% |
$84.3K - $94.5K
|
413K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.32K- 10.66% |
$83.9K - $93.9K
|
27.8K
$762K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.27K- 7.23% |
$82.7K - $92.7K
|
42K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.22K- 7.46% |
$81.3K - $91.1K
|
39.9K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 15.23% |
$80.9K - $90.7K
|
17.8K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-3.2K- 36.28% |
$80.9K - $90.7K
|
5.62K
$154K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.18K- 2.4% |
$80.4K - $90.1K
|
129K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 10.36% |
$80.3K - $90K
|
27.5K
$754K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.17K- 4.62% |
$80.2K - $89.9K
|
65.5K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-3.15K- 30.44% |
$79.6K - $89.2K
|
7.2K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.14K- 23.08% |
$79.5K - $89K
|
10.5K
$287K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.11K- 9.32% |
$78.6K - $88K
|
30.2K
$829K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.02K- 2.09% |
$76.3K - $85.5K
|
142K
$3.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3K- 1.25% |
$75.9K - $85K
|
237K
$6.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3K- 16.23% |
$75.9K - $85K
|
15.5K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.99K- 1.47% |
$75.6K - $84.7K
|
201K
$5.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.95K- 0.7% |
$74.7K - $83.7K
|
417K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.95K- 2.03% |
$74.6K - $83.5K
|
143K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.84K- 0.75% |
$71.9K - $80.5K
|
375K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.8K- 18.12% |
$70.8K - $79.4K
|
12.7K
$347K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2.75K- 16.93% |
$69.5K - $77.9K
|
13.5K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.68K- 20.3% |
$67.8K - $75.9K
|
10.5K
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.65K- 7.01% |
$67K - $75.1K
|
35.2K
$965K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 0.84% |
$66.2K - $74.1K
|
307K
$8.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.55K- 6.87% |
$64.5K - $72.2K
|
34.6K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.53K- 18.08% |
$64.1K - $71.8K
|
11.5K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2.45K- 0.62% |
$61.9K - $69.4K
|
391K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.35K- 15.37% |
$59.4K - $66.5K
|
12.9K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 5.26% |
$58.4K - $65.4K
|
41.6K
$1.14M
|
|