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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.56% |
$379 - $480
|
630
$14.8K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$227 - $288
|
0
$0
|
|
Q1 2022 | |||||||
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-25.9KClosed |
$1.15M - $1.34M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-12.1KClosed |
$536K - $624K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.51KClosed |
$156K - $182K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.26KClosed |
$145K - $169K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.92K- 37.5% |
$130K - $151K
|
4.86K
$114K
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.9KClosed |
$129K - $150K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.74KClosed |
$121K - $141K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2.28KClosed |
$101K - $118K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.18KClosed |
$96.7K - $113K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$95K - $111K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.05KClosed |
$91.2K - $106K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$91.1K - $106K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.04KClosed |
$90.6K - $106K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-2.01KClosed |
$89.3K - $104K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$88.8K - $103K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.99KClosed |
$88.4K - $103K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.98KClosed |
$87.7K - $102K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.22KClosed |
$54.2K - $63.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.02KClosed |
$45.1K - $52.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521Closed |
$23.1K - $27K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-270Closed |
$12K - $14K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-182Closed |
$8.08K - $9.41K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-179Closed |
$7.95K - $9.26K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-76Closed |
$3.38K - $3.93K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-60Closed |
$2.67K - $3.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-46Closed |
$2.04K - $2.38K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-33Closed |
$1.47K - $1.71K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-31Closed |
$1.38K - $1.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-23Closed |
$1.02K - $1.19K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-21Closed |
$933 - $1.09K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$133 - $155
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-171KClosed |
$8.32M - $9.42M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-21.9KClosed |
$1.07M - $1.21M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-21.8KClosed |
$1.06M - $1.2M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-11.4KClosed |
$554K - $627K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.96KClosed |
$338K - $383K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.94KClosed |
$191K - $217K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.67KClosed |
$178K - $202K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-3.2KClosed |
$156K - $176K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.16KClosed |
$154K - $174K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.87KClosed |
$139K - $158K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.85KClosed |
$139K - $157K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.59KClosed |
$126K - $143K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46KClosed |
$120K - $135K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.08KClosed |
$101K - $114K
|
0
$0
|