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 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-651- 3.12% |
$16.5K - $18.4K
|
20.2K
$555K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-636- 3.48% |
$16.1K - $18K
|
17.7K
$484K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-617- 0.8% |
$15.6K - $17.5K
|
76.7K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-597- 46.46% |
$15.1K - $16.9K
|
688
$18.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-594- 1.81% |
$15K - $16.8K
|
32.3K
$885K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-587- 5.91% |
$14.8K - $16.6K
|
9.35K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-579- 2.6% |
$14.6K - $16.4K
|
21.7K
$595K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-560- 0.4% |
$14.2K - $15.9K
|
140K
$3.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-534- 7.85% |
$13.5K - $15.1K
|
6.27K
$172K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-529- 2.56% |
$13.4K - $15K
|
20.1K
$551K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-526- 1.91% |
$13.3K - $14.9K
|
27K
$740K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-494- 0.65% |
$12.5K - $14K
|
75.9K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-480- 1.79% |
$12.1K - $13.6K
|
26.3K
$721K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-478- 1.5% |
$12.1K - $13.5K
|
31.5K
$863K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-470- 0.97% |
$11.9K - $13.3K
|
48.2K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-470- 2.34% |
$11.9K - $13.3K
|
19.6K
$537K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-468- 4.97% |
$11.8K - $13.3K
|
8.94K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-449- 1.45% |
$11.4K - $12.7K
|
30.6K
$839K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-448- 1.67% |
$11.3K - $12.7K
|
26.4K
$725K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-441- 7.7% |
$11.2K - $12.5K
|
5.29K
$145K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 2.56% |
$10.9K - $12.2K
|
16.4K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-431- 1.84% |
$10.9K - $12.2K
|
23K
$631K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-426- 65.74% |
$10.8K - $12.1K
|
222
$6.09K
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-411- 0.28% |
$10.4K - $11.6K
|
145K
$3.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-391- 0.1% |
$9.89K - $11.1K
|
375K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-390- 0.79% |
$9.86K - $11K
|
49.1K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-377- 2.04% |
$9.53K - $10.7K
|
18.1K
$497K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-372- 10.96% |
$9.41K - $10.5K
|
3.02K
$82.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-363- 1.59% |
$9.18K - $10.3K
|
22.5K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-350- 3.94% |
$8.85K - $9.92K
|
8.54K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-349- 1.65% |
$8.83K - $9.89K
|
20.8K
$569K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-344- 0.14% |
$8.7K - $9.75K
|
248K
$6.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-342- 0.38% |
$8.65K - $9.69K
|
88.6K
$2.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-335- 0.26% |
$8.47K - $9.49K
|
127K
$3.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-333- 0.76% |
$8.42K - $9.43K
|
43.5K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-327- 0.4% |
$8.27K - $9.26K
|
80.7K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-324- 0.84% |
$8.19K - $9.18K
|
38.2K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-322- 66.8% |
$8.14K - $9.12K
|
160
$4.39K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-318- 0.56% |
$8.04K - $9.01K
|
56.6K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-310- 0.57% |
$7.84K - $8.78K
|
54K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-305- 41.61% |
$7.71K - $8.64K
|
428
$11.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-304- 2.15% |
$7.69K - $8.61K
|
13.8K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-297- 26.12% |
$7.51K - $8.41K
|
840
$23K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-292- 3.33% |
$7.38K - $8.27K
|
8.49K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-286- 1.16% |
$7.23K - $8.1K
|
24.3K
$666K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-277- 3.35% |
$7.01K - $7.85K
|
8K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$6.88K - $7.71K
|
63.2K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-271- 7.97% |
$6.85K - $7.68K
|
3.13K
$85.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-264- 2.05% |
$6.68K - $7.48K
|
12.6K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-262- 0.29% |
$6.63K - $7.42K
|
88.8K
$2.44M
|
|