Latest Institutional Sells of Schwab Strategic U.S. Mid Cap (SCHM)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74M- 30.37% |
$44.4M - $50.8M
|
3.98M
$104M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-344K- 10.29% |
$8.81M - $10.1M
|
3M
$78.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-196K- 85.76% |
$5.01M - $5.73M
|
32.5K
$851K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33.2K- 79.14% |
$849K - $970K
|
8.75K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-13.5K- 7.28% |
$346K - $395K
|
172K
$4.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.0% |
$280K - $320K
|
88.5K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-7.18K- 16.77% |
$184K - $210K
|
35.6K
$933K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.9K- 14.06% |
$151K - $172K
|
36K
$943K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.77K- 8.58% |
$148K - $169K
|
61.5K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.52K- 1.05% |
$38.8K - $44.3K
|
142K
$3.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-665- 1.69% |
$17K - $19.4K
|
38.6K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$567K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$5.91K - $6.75K
|
8.01K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17- 0.03% |
$435 - $497
|
55.7K
$1.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.03% |
$179 - $205
|
24.6K
$644K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-278K- 80.85% |
$7.66M - $23.1M
|
65.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-209K- 11.55% |
$5.76M - $17.4M
|
1.6M
$41.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.7K- 27.79% |
$1.84M - $5.54M
|
173K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-42.5K- 98.86% |
$1.17M - $3.53M
|
491
$12.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13.1K- 28.69% |
$360K - $1.09M
|
32.5K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.65% |
$315K - $951K
|
6.54K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-6.72K- 2.88% |
$185K - $558K
|
227K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-3.35K- 21.67% |
$92.1K - $278K
|
12.1K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 6.8% |
$31.9K - $96.1K
|
15.8K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-824- 0.54% |
$22.7K - $68.4K
|
153K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-528- 5.11% |
$14.5K - $43.8K
|
9.8K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-146- 0.63% |
$4.02K - $12.1K
|
23K
$602K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$193 - $581
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$138 - $415
|
6
$157
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77.4K- 61.71% |
$5.84M - $6.44M
|
48K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$109K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-34.6K- 65.97% |
$2.61M - $2.88M
|
17.9K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.38K- 3.88% |
$255K - $281K
|
83.9K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 1.92% |
$146K - $161K
|
98.6K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$69.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$141K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$73K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-57- 0.42% |
$4.3K - $4.74K
|
13.6K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 1.36% |
$2.79K - $3.08K
|
2.68K
$70.1K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-13.2K- 82.37% |
$997K - $1.07M
|
2.82K
$73.8K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 57.1% |
$363K - $389K
|
3.6K
$94.3K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.21K- 2.34% |
$167K - $179K
|
92.1K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 1.88% |
$140K - $151K
|
96.5K
$2.53M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.13KClosed |
$85.5K - $91.7K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-566- 57.64% |
$42.8K - $46K
|
416
$10.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$768K
|
|