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 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.63K- 8.28% |
$106K - $130K
|
51.3K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 1.07% |
$102K - $124K
|
408K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.28K- 1.36% |
$98.1K - $120K
|
312K
$9M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.96K- 16.99% |
$90.7K - $111K
|
19.3K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.8K- 2.68% |
$87K - $107K
|
138K
$3.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.79K- 1.05% |
$86.9K - $106K
|
359K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.55K- 7.0% |
$81.3K - $99.5K
|
47.1K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 3.42% |
$74K - $90.6K
|
91.2K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 8.39% |
$73.5K - $90K
|
35K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.04K- 2.29% |
$69.7K - $85.4K
|
130K
$3.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.9K- 0.6% |
$66.5K - $81.4K
|
480K
$13.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$63.6K - $77.9K
|
352K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.73K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 4.1% |
$59K - $72.2K
|
60.3K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.57K- 7.54% |
$58.9K - $72.1K
|
31.5K
$910K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.5K- 1.31% |
$57.3K - $70.2K
|
188K
$5.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.45K- 2.15% |
$56.2K - $68.8K
|
112K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.45K- 68.61% |
$56.2K - $68.8K
|
1.12K
$32.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.44K- 1.51% |
$55.9K - $68.4K
|
159K
$4.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.3K- 2.72% |
$52.7K - $64.5K
|
82.4K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.3K- 8.53% |
$52.7K - $64.5K
|
24.6K
$712K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 0.77% |
$42.4K - $51.9K
|
238K
$6.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.21% |
$40.4K - $49.4K
|
144K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$39.6K - $48.4K
|
89.5K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 4.56% |
$35.9K - $44K
|
32.8K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.54K- 2.81% |
$35.4K - $43.3K
|
53.5K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.26% |
$34.8K - $42.6K
|
65.8K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 10.09% |
$31.1K - $38K
|
12.1K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.35K- 6.56% |
$30.8K - $37.7K
|
19.2K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.23% |
$30.5K - $37.3K
|
107K
$3.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.15K- 3.53% |
$26.3K - $32.2K
|
31.4K
$907K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 1.01% |
$25.4K - $31.1K
|
108K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 6.18% |
$24.6K - $30.1K
|
16.3K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 9.83% |
$24.5K - $30K
|
9.81K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 1.39% |
$22.9K - $28K
|
70.9K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.13% |
$21.1K - $25.9K
|
81K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-837- 7.62% |
$19.2K - $23.5K
|
10.1K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-814- 2.16% |
$18.7K - $22.8K
|
36.8K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-760- 0.53% |
$17.4K - $21.3K
|
142K
$4.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-689- 1.12% |
$15.8K - $19.3K
|
60.8K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-675- 3.04% |
$15.5K - $18.9K
|
21.5K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-605- 1.14% |
$13.9K - $17K
|
52.4K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.15% |
$11.8K - $14.4K
|
345K
$9.97M
|