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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.2M- 81.62% |
$96.3M - $118M
|
946K
$28.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.54M- 95.75% |
$35.4M - $43.3M
|
68.5K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.14M- 73.55% |
$26M - $31.8M
|
408K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-906K- 30.47% |
$20.8M - $25.4M
|
2.07M
$61.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-904K- 13.09% |
$20.7M - $25.4M
|
6M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-424K- 17.55% |
$9.72M - $11.9M
|
1.99M
$59.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-313K- 44.97% |
$7.18M - $8.79M
|
384K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-255K- 10.39% |
$5.84M - $7.15M
|
2.2M
$65.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-245K- 38.58% |
$5.61M - $6.87M
|
390K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-190K- 39.29% |
$4.35M - $5.33M
|
293K
$8.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-181K- 79.66% |
$4.15M - $5.08M
|
46.2K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-181K- 72.82% |
$4.14M - $5.07M
|
67.4K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-175K- 9.61% |
$4.01M - $4.9M
|
1.65M
$49.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-166K- 49.42% |
$3.82M - $4.67M
|
170K
$5.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-151K- 76.03% |
$3.46M - $4.24M
|
47.7K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147K- 9.43% |
$3.36M - $4.11M
|
1.41M
$42M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-140K- 10.08% |
$3.21M - $3.92M
|
1.25M
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 13.32% |
$3.18M - $3.89M
|
903K
$26.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106K- 1.79% |
$2.43M - $2.97M
|
5.8M
$173M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-103K- 55.17% |
$2.36M - $2.89M
|
83.8K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98.5K- 78.52% |
$2.26M - $2.76M
|
26.9K
$804K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 3.08% |
$2.12M - $2.59M
|
2.91M
$86.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-86.1K- 87.37% |
$1.97M - $2.41M
|
12.4K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81.8K- 91.54% |
$1.87M - $2.29M
|
7.55K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-78K- 33.73% |
$1.79M - $2.19M
|
153K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73.5K- 17.15% |
$1.68M - $2.06M
|
355K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-73.4K- 3.89% |
$1.68M - $2.06M
|
1.81M
$54.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 73.82% |
$1.67M - $2.05M
|
25.9K
$772K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-68.9K- 7.65% |
$1.58M - $1.93M
|
832K
$24.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67.8K- 70.02% |
$1.55M - $1.9M
|
29K
$866K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57.5K- 5.3% |
$1.32M - $1.61M
|
1.03M
$30.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-52.8K- 51.61% |
$1.21M - $1.48M
|
49.5K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52.7K- 11.35% |
$1.21M - $1.48M
|
412K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.9K- 2.37% |
$1.19M - $1.45M
|
2.14M
$63.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-51.6K- 13.1% |
$1.18M - $1.45M
|
342K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-48.7K- 5.78% |
$1.12M - $1.36M
|
793K
$23.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48.4K- 5.82% |
$1.11M - $1.36M
|
783K
$23.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-47.9K- 21.23% |
$1.1M - $1.34M
|
178K
$5.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44.9K- 31.55% |
$1.03M - $1.26M
|
97.5K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-41.5K- 16.61% |
$952K - $1.16M
|
208K
$6.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39K- 5.84% |
$893K - $1.09M
|
628K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.8K- 50.67% |
$843K - $1.03M
|
35.8K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-36.3K- 79.78% |
$832K - $1.02M
|
9.2K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-35.7K- 17.56% |
$819K - $1M
|
168K
$5.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-35.4K- 70.17% |
$811K - $992K
|
15K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-34.8K- 15.39% |
$798K - $976K
|
191K
$5.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34K- 68.4% |
$779K - $954K
|
15.7K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32.7K- 7.6% |
$749K - $917K
|
397K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-32.7K- 8.71% |
$749K - $916K
|
342K
$10.2M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-32.4K- 27.55% |
$742K - $908K
|
85.1K
$2.54M
|