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 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-256- 1.97% |
$6.47K - $7.25K
|
12.7K
$349K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-255- 0.08% |
$6.45K - $7.22K
|
329K
$9.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-246- 1.29% |
$6.22K - $6.97K
|
18.8K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-246- 16.15% |
$6.22K - $6.97K
|
1.28K
$35K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-240- 1.84% |
$6.07K - $6.8K
|
12.8K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-237- 0.54% |
$5.99K - $6.71K
|
43.3K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-236- 2.4% |
$5.97K - $6.69K
|
9.59K
$263K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-231- 0.14% |
$5.84K - $6.54K
|
165K
$4.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-228- 0.67% |
$5.77K - $6.46K
|
33.6K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-224- 0.35% |
$5.66K - $6.35K
|
64.4K
$1.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 2.41% |
$5.54K - $6.2K
|
8.89K
$244K
|
|
|
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 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 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 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 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
|
|
|
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
|
|
|
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 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
|
|