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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-217- 1.91% |
$5.49K - $6.15K
|
11.1K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-216- 4.16% |
$5.46K - $6.12K
|
4.98K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 1.14% |
$5.36K - $6.01K
|
18.5K
$506K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 1.27% |
$5.31K - $5.95K
|
16.3K
$446K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-209- 0.72% |
$5.29K - $5.92K
|
28.7K
$787K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-206- 0.79% |
$5.21K - $5.84K
|
25.8K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-205- 0.15% |
$5.18K - $5.81K
|
132K
$3.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-203- 1.41% |
$5.13K - $5.75K
|
14.2K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.58% |
$5.06K - $5.67K
|
12.5K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 1.26% |
$5.06K - $5.67K
|
15.7K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-196- 1.09% |
$4.96K - $5.55K
|
17.8K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-195- 6.36% |
$4.93K - $5.52K
|
2.87K
$78.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-178- 1.06% |
$4.5K - $5.04K
|
16.6K
$455K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-167- 3.05% |
$4.22K - $4.73K
|
5.31K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-152- 0.82% |
$3.84K - $4.31K
|
18.3K
$502K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-152Closed |
$3.84K - $4.31K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-151- 0.61% |
$3.82K - $4.28K
|
24.4K
$670K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.72% |
$3.79K - $4.25K
|
8.55K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-146- 1.54% |
$3.69K - $4.14K
|
9.34K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-138- 2.03% |
$3.49K - $3.91K
|
6.64K
$182K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-127- 1.29% |
$3.21K - $3.6K
|
9.72K
$267K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-124- 1.42% |
$3.14K - $3.51K
|
8.58K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-123- 0.45% |
$3.11K - $3.48K
|
27.5K
$754K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-120- 0.39% |
$3.03K - $3.4K
|
30.3K
$832K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-117- 66.48% |
$2.96K - $3.31K
|
59
$1.62K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-116- 0.85% |
$2.93K - $3.29K
|
13.5K
$370K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-111- 0.16% |
$2.81K - $3.14K
|
71.4K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-108- 0.32% |
$2.73K - $3.06K
|
33.7K
$925K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-108- 0.83% |
$2.73K - $3.06K
|
12.9K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 1.0% |
$2.71K - $3.03K
|
10.6K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 0.99% |
$2.53K - $2.83K
|
10K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-99- 0.8% |
$2.5K - $2.8K
|
12.3K
$337K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-95- 1.03% |
$2.4K - $2.69K
|
9.14K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-90- 0.61% |
$2.28K - $2.55K
|
14.6K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-68- 0.09% |
$1.72K - $1.93K
|
77.6K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-61- 0.6% |
$1.54K - $1.73K
|
10.1K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 0.61% |
$1.52K - $1.7K
|
9.83K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-60- 5.31% |
$1.52K - $1.7K
|
1.07K
$29.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-58- 0.12% |
$1.47K - $1.64K
|
46.5K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-56- 0.33% |
$1.42K - $1.59K
|
17.1K
$469K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55- 0.02% |
$1.39K - $1.56K
|
255K
$7.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-50- 8.96% |
$1.26K - $1.42K
|
508
$13.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-48- 0.12% |
$1.21K - $1.36K
|
40.1K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-42- 0.3% |
$1.06K - $1.19K
|
13.8K
$379K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40- 0.35% |
$1.01K - $1.13K
|
11.5K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.39% |
$961 - $1.08K
|
9.77K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-37- 0.31% |
$936 - $1.05K
|
11.8K
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-36- 1.48% |
$910 - $1.02K
|
2.4K
$65.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-30- 0.02% |
$759 - $850
|
142K
$3.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 0.82% |
$708 - $793
|
3.4K
$93.3K
|
|