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 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-29.5K- 15.52% |
$676K - $827K
|
161K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 10.54% |
$667K - $817K
|
247K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.8K- 1.79% |
$659K - $807K
|
1.58M
$47.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28K- 7.29% |
$641K - $785K
|
356K
$10.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.2K- 62.73% |
$600K - $735K
|
15.6K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 1.4% |
$579K - $708K
|
1.78M
$53.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24.6K- 28.31% |
$564K - $690K
|
62.3K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 13.65% |
$557K - $682K
|
154K
$4.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.2K- 32.38% |
$556K - $680K
|
50.6K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-24.2K- 4.67% |
$555K - $679K
|
494K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.6K- 22.81% |
$540K - $661K
|
79.8K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 19.08% |
$535K - $655K
|
99K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-22.9K- 23.22% |
$524K - $641K
|
75.6K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 17.67% |
$491K - $601K
|
99.9K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21.1K- 0.5% |
$483K - $591K
|
4.18M
$125M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-20.2K- 17.58% |
$464K - $568K
|
94.9K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20.2K- 5.28% |
$464K - $568K
|
363K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-19.3K- 10.42% |
$442K - $541K
|
166K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-18.5K- 39.27% |
$423K - $518K
|
28.5K
$851K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-18.2K- 1.88% |
$416K - $509K
|
950K
$28.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-17.9K- 22.74% |
$411K - $503K
|
61K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-17.6K- 4.53% |
$404K - $495K
|
372K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17.5K- 6.16% |
$401K - $491K
|
267K
$7.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-17.1K- 10.7% |
$393K - $481K
|
143K
$4.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-17.1K- 11.63% |
$392K - $480K
|
130K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.2K- 3.95% |
$371K - $454K
|
394K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16K- 1.72% |
$367K - $449K
|
916K
$27.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$346K - $423K
|
76.4K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 0.88% |
$334K - $408K
|
1.63M
$48.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-14.5K- 13.7% |
$332K - $407K
|
91.3K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14.3K- 5.38% |
$328K - $401K
|
252K
$7.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-14.2K- 10.53% |
$325K - $398K
|
121K
$3.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14K- 11.39% |
$320K - $392K
|
109K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 6.14% |
$296K - $362K
|
197K
$5.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 28.71% |
$294K - $359K
|
31.8K
$949K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12.5K- 7.71% |
$286K - $350K
|
149K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12.2K- 0.81% |
$279K - $341K
|
1.49M
$44.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.1K- 2.43% |
$278K - $340K
|
487K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.5K- 99.7% |
$263K - $321K
|
34
$1.01K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.7K- 2.82% |
$246K - $301K
|
370K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 3.74% |
$245K - $300K
|
275K
$8.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-10.4K- 6.53% |
$238K - $292K
|
149K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 3.6% |
$237K - $290K
|
276K
$8.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10.3K- 15.6% |
$236K - $288K
|
55.7K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 32.04% |
$235K - $288K
|
21.8K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.86K- 37.56% |
$226K - $277K
|
16.4K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.52K- 10.83% |
$218K - $267K
|
78.4K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.39K- 13.91% |
$215K - $263K
|
58.1K
$1.73M
|