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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-267K- 28.58% |
$7.7M - $8.04M
|
666K
$19.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-30.3K- 8.47% |
$875K - $914K
|
327K
$9.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-19.3K- 15.23% |
$558K - $582K
|
107K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.3K- 15.38% |
$530K - $553K
|
101K
$2.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 9.49% |
$348K - $364K
|
115K
$3.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.48K- 1.95% |
$245K - $256K
|
427K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.29K- 13.05% |
$211K - $220K
|
48.6K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.65K- 1.74% |
$192K - $201K
|
376K
$11M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 7.43% |
$177K - $184K
|
76.2K
$2.22M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.42K- 8.16% |
$157K - $163K
|
61K
$1.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.07K- 5.57% |
$147K - $153K
|
86K
$2.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.8K- 2.38% |
$139K - $145K
|
197K
$5.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.62K- 5.44% |
$134K - $139K
|
80.4K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.42K- 4.01% |
$98.7K - $103K
|
81.7K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.36K- 0.67% |
$97.1K - $101K
|
498K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.99K- 19.48% |
$86.5K - $90.3K
|
12.4K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.94K- 14.52% |
$84.9K - $88.6K
|
17.3K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.88K- 2.73% |
$83.3K - $87K
|
103K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 10.55% |
$82.6K - $86.2K
|
24.2K
$707K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.85K- 4.69% |
$82.2K - $85.8K
|
57.8K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.76K- 3.37% |
$79.8K - $83.3K
|
79.1K
$2.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 1.69% |
$75.3K - $78.6K
|
151K
$4.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.6K- 9.82% |
$75.1K - $78.4K
|
23.9K
$696K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.52K- 0.55% |
$72.8K - $76K
|
452K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.47K- 6.84% |
$71.4K - $74.5K
|
33.6K
$980K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.16K- 0.79% |
$62.5K - $65.2K
|
270K
$7.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 7.91% |
$54.2K - $56.5K
|
21.8K
$636K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.82K- 12.71% |
$52.7K - $55K
|
12.5K
$365K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.69K- 1.64% |
$48.8K - $50.9K
|
101K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.54K- 1.7% |
$44.6K - $46.6K
|
89K
$2.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.53K- 11.13% |
$44.1K - $46K
|
12.2K
$355K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 3.45% |
$36K - $37.6K
|
34.8K
$1.02M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.24K- 10.69% |
$35.7K - $37.3K
|
10.3K
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-922- 1.64% |
$26.6K - $27.8K
|
55.2K
$1.61M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-879- 2.18% |
$25.4K - $26.5K
|
39.5K
$1.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-861- 11.28% |
$24.9K - $26K
|
6.77K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-852- 1.91% |
$24.6K - $25.7K
|
43.8K
$1.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-816- 0.92% |
$23.6K - $24.6K
|
87.5K
$2.55M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-802- 2.75% |
$23.2K - $24.2K
|
28.3K
$826K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-726- 2.75% |
$21K - $21.9K
|
25.7K
$750K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-573- 0.93% |
$16.6K - $17.3K
|
61.3K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-480- 0.73% |
$13.9K - $14.5K
|
65.3K
$1.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-470- 2.43% |
$13.6K - $14.2K
|
18.9K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-464- 3.54% |
$13.4K - $14K
|
12.6K
$368K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-387- 2.2% |
$11.2K - $11.7K
|
17.2K
$503K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-293- 0.22% |
$8.47K - $8.84K
|
134K
$3.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-256- 0.84% |
$7.4K - $7.72K
|
30.3K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.52% |
$7.2K - $7.51K
|
9.62K
$281K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-195- 1.38% |
$5.64K - $5.88K
|
13.9K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.08% |
$5.14K - $5.37K
|
234K
$6.83M
|
|