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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.2K- 2.46% |
$625K - $669K
|
880K
$25.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.9K- 18.99% |
$616K - $659K
|
93.3K
$2.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-20.8K- 55.46% |
$586K - $627K
|
16.7K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 5.11% |
$552K - $591K
|
364K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.5KClosed |
$550K - $589K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-18.5K- 24.9% |
$520K - $556K
|
55.7K
$1.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-17.7K- 24.08% |
$499K - $534K
|
55.9K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-16.7K- 1.12% |
$469K - $502K
|
1.47M
$43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.5K- 3.22% |
$464K - $496K
|
495K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.4K- 99.34% |
$463K - $496K
|
109
$3.18K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16.4K- 11.44% |
$461K - $493K
|
127K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.2K- 4.56% |
$456K - $488K
|
339K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.4K- 9.67% |
$434K - $465K
|
144K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.1K- 41.35% |
$396K - $424K
|
20K
$582K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.7K- 2.19% |
$385K - $412K
|
610K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-13.7K- 1.98% |
$385K - $412K
|
675K
$19.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.5K- 3.39% |
$353K - $378K
|
357K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.4K- 35.46% |
$349K - $374K
|
22.6K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 1.42% |
$338K - $362K
|
836K
$24.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-11.5K- 40.13% |
$324K - $347K
|
17.2K
$501K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 17.12% |
$318K - $340K
|
54.6K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.7K- 4.75% |
$302K - $323K
|
215K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-10.7K- 1.92% |
$301K - $323K
|
546K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 4.29% |
$298K - $319K
|
236K
$6.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10.5K- 50.39% |
$297K - $318K
|
10.4K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10.4K- 19.49% |
$294K - $315K
|
43.2K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2K- 2.28% |
$286K - $306K
|
435K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-9.78K- 12.75% |
$275K - $295K
|
66.9K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.62K- 3.61% |
$271K - $290K
|
257K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9.58K- 7.04% |
$270K - $289K
|
127K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-9.52K- 12.6% |
$268K - $287K
|
66K
$1.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.37K- 0.75% |
$264K - $282K
|
1.24M
$36.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.96K- 9.19% |
$252K - $270K
|
88.5K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.91K- 22.7% |
$251K - $268K
|
30.3K
$884K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.78K- 2.34% |
$247K - $265K
|
367K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.32K- 48.85% |
$234K - $251K
|
8.72K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.1K- 2.46% |
$228K - $244K
|
322K
$9.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.94K- 3.49% |
$224K - $239K
|
220K
$6.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.87K- 2.53% |
$222K - $237K
|
304K
$8.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.82K- 3.1% |
$220K - $236K
|
244K
$7.12M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.26K- 44.69% |
$204K - $219K
|
8.98K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.24K- 8.09% |
$204K - $218K
|
82.3K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.17K- 1.45% |
$202K - $216K
|
487K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.16K- 2.63% |
$202K - $216K
|
266K
$7.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.12K- 4.49% |
$200K - $214K
|
151K
$4.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-7.06K- 1.82% |
$199K - $213K
|
381K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-7.01K- 42.6% |
$197K - $211K
|
9.44K
$275K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-7K- 2.15% |
$197K - $211K
|
319K
$9.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.86K- 13.68% |
$193K - $207K
|
43.3K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.79K- 7.43% |
$191K - $205K
|
84.5K
$2.47M
|
|