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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-277- 70.66% |
$20.2K - $22.6K
|
115
$3.43K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-256- 27.59% |
$18.7K - $20.8K
|
672
$20K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-209Closed |
$15.2K - $17K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-120- 0.32% |
$8.75K - $9.77K
|
37.9K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 33.33% |
$7.29K - $8.14K
|
200
$5.97K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-76- 66.67% |
$5.54K - $6.19K
|
38
$1.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-28- 0.45% |
$2.04K - $2.28K
|
6.25K
$186K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 50.0% |
$510 - $570
|
7
$209
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.65K- 49.48% |
$167K - $201K
|
2.71K
$80.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.55K- 1.49% |
$97.4K - $117K
|
102K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-545- 16.55% |
$34.3K - $41.4K
|
2.75K
$82K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-488- 10.29% |
$30.7K - $37.1K
|
4.25K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-396- 56.98% |
$25K - $30.1K
|
299
$8.92K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.03% |
$315 - $380
|
14.9K
$446K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 1.54% |
$198K - $219K
|
190K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-623- 2.13% |
$41.6K - $46.1K
|
28.6K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-360- 1.39% |
$24K - $26.6K
|
25.5K
$761K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-360- 5.2% |
$24K - $26.6K
|
6.56K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-349- 3.88% |
$23.3K - $25.8K
|
8.66K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-238- 2.36% |
$15.9K - $17.6K
|
9.85K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 17.86% |
$334 - $370
|
23
$686
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 10.99% |
$136K - $148K
|
16.8K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.28K- 1.46% |
$83.4K - $90.7K
|
86.2K
$2.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-935- 8.5% |
$61K - $66.4K
|
10.1K
$300K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-630- 9.78% |
$41.1K - $44.7K
|
5.82K
$173K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-463- 61.65% |
$30.2K - $32.9K
|
288
$8.59K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-437- 0.43% |
$28.5K - $31K
|
101K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-324- 6.89% |
$21.2K - $23K
|
4.38K
$131K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-38- 2.58% |
$2.48K - $2.7K
|
1.43K
$42.7K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-36- 16.98% |
$2.35K - $2.56K
|
176
$5.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.28K
|
1
$29.8
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 60.94% |
$1.84M - $2.12M
|
18.4K
$549K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.6K- 3.47% |
$813K - $935K
|
352K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.75K- 33.49% |
$498K - $573K
|
15.4K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.35K- 9.37% |
$279K - $321K
|
42.1K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.87K- 3.62% |
$120K - $138K
|
49.8K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.16K- 6.96% |
$74.5K - $85.7K
|
15.5K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-104- 3.11% |
$6.68K - $7.69K
|
3.24K
$96.6K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-34- 11.04% |
$2.18K - $2.51K
|
274
$8.17K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.12% |
$65.5K - $75K
|
49.5K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-533- 5.45% |
$32.5K - $37.3K
|
9.25K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-522- 56.99% |
$31.9K - $36.5K
|
394
$11.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-515- 46.65% |
$31.4K - $36K
|
589
$17.6K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-494- 5.81% |
$30.2K - $34.6K
|
8.01K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-237- 4.31% |
$14.5K - $16.6K
|
5.26K
$157K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 21.16% |
$9.16K - $10.5K
|
559
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-96- 1.16% |
$5.86K - $6.71K
|
8.19K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-32- 0.2% |
$1.95K - $2.24K
|
16.2K
$484K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-6- 50.0% |
$366 - $420
|
6
$179
|
|
| Q3 2022 | |||||||
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-27K- 84.59% |
$1.63M - $1.96M
|
4.91K
$147K
|
|