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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.14M- 73.55% |
$26M - $31.8M
|
408K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-906K- 30.47% |
$20.8M - $25.4M
|
2.07M
$59.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-190K- 39.29% |
$4.35M - $5.33M
|
293K
$8.48M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-181K- 72.82% |
$4.14M - $5.07M
|
67.4K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-151K- 76.03% |
$3.46M - $4.24M
|
47.7K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147K- 9.43% |
$3.36M - $4.11M
|
1.41M
$40.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106K- 1.79% |
$2.43M - $2.97M
|
5.8M
$168M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 3.08% |
$2.12M - $2.59M
|
2.91M
$84.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-86.1K- 87.37% |
$1.97M - $2.41M
|
12.4K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81.8K- 91.54% |
$1.87M - $2.29M
|
7.55K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-73.4K- 3.89% |
$1.68M - $2.06M
|
1.81M
$52.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 73.82% |
$1.67M - $2.05M
|
25.9K
$748K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-68.9K- 7.65% |
$1.58M - $1.93M
|
832K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57.5K- 5.3% |
$1.32M - $1.61M
|
1.03M
$29.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52.7K- 11.35% |
$1.21M - $1.48M
|
412K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44.9K- 31.55% |
$1.03M - $1.26M
|
97.5K
$2.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39K- 5.84% |
$893K - $1.09M
|
628K
$18.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-35.4K- 70.17% |
$811K - $992K
|
15K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-34.8K- 15.39% |
$798K - $976K
|
191K
$5.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-29.5K- 15.52% |
$676K - $827K
|
161K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.2K- 32.38% |
$556K - $680K
|
50.6K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.6K- 22.81% |
$540K - $661K
|
79.8K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 17.67% |
$491K - $601K
|
99.9K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21.1K- 0.5% |
$483K - $591K
|
4.18M
$121M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-18.2K- 1.88% |
$416K - $509K
|
950K
$27.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$346K - $423K
|
76.4K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 6.14% |
$296K - $362K
|
197K
$5.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 28.71% |
$294K - $359K
|
31.8K
$919K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 3.6% |
$237K - $290K
|
276K
$7.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.52K- 10.83% |
$218K - $267K
|
78.4K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.39K- 13.91% |
$215K - $263K
|
58.1K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.99K- 2.68% |
$206K - $252K
|
326K
$9.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.98K- 2.26% |
$206K - $252K
|
388K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.74K- 5.33% |
$200K - $245K
|
155K
$4.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.48K- 2.29% |
$194K - $238K
|
362K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.8K- 37.83% |
$179K - $219K
|
12.8K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.35K- 6.74% |
$169K - $206K
|
102K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-7.25K- 12.56% |
$166K - $203K
|
50.5K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.07K- 7.58% |
$162K - $198K
|
86.1K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.04K- 27.92% |
$161K - $198K
|
18.2K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.53K- 7.37% |
$150K - $183K
|
82K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.42K- 26.29% |
$147K - $180K
|
18K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.04K- 2.15% |
$138K - $169K
|
275K
$7.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 4.89% |
$136K - $166K
|
115K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.76K- 6.0% |
$132K - $162K
|
90.3K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-5.55K- 26.29% |
$127K - $156K
|
15.6K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 2.66% |
$121K - $148K
|
193K
$5.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5K- 0.79% |
$115K - $140K
|
626K
$18.1M
|