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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.75K- 1.86% |
$190K - $203K
|
356K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-6.63K- 13.84% |
$187K - $200K
|
41.2K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.56K- 14.2% |
$185K - $198K
|
39.6K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.52K- 4.81% |
$184K - $197K
|
129K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.36K- 24.27% |
$179K - $192K
|
19.8K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-6.34K- 1.14% |
$178K - $191K
|
548K
$16M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.24K- 2.55% |
$176K - $188K
|
239K
$6.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.98K- 23.22% |
$168K - $180K
|
19.8K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.96K- 4.95% |
$168K - $180K
|
115K
$3.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.9K- 0.94% |
$166K - $178K
|
620K
$18.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5.81K- 42.13% |
$163K - $175K
|
7.98K
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 38.5% |
$159K - $170K
|
9.03K
$263K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.58K- 1.9% |
$157K - $168K
|
288K
$8.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.49K- 3.53% |
$154K - $165K
|
150K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-5.45K- 2.36% |
$153K - $164K
|
225K
$6.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.32K- 4.92% |
$150K - $160K
|
103K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.32K- 4.53% |
$150K - $160K
|
112K
$3.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.24K- 6.85% |
$147K - $158K
|
71.2K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.15K- 38.12% |
$145K - $155K
|
8.36K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-5.07K- 2.81% |
$143K - $153K
|
176K
$5.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.98K- 0.4% |
$140K - $150K
|
1.24M
$36.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.91K- 1.1% |
$138K - $148K
|
441K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.69K- 3.53% |
$132K - $141K
|
128K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.61K- 1.67% |
$130K - $139K
|
272K
$7.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.32K- 3.89% |
$122K - $130K
|
107K
$3.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.28K- 3.84% |
$121K - $129K
|
107K
$3.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-4.25K- 0.63% |
$120K - $128K
|
673K
$19.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.91K- 6.16% |
$110K - $118K
|
59.5K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.85K- 5.91% |
$108K - $116K
|
61.2K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.84K- 7.02% |
$108K - $116K
|
50.8K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.78K- 4.62% |
$107K - $114K
|
78.2K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.75K- 12.35% |
$106K - $113K
|
26.6K
$777K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3.72K- 4.37% |
$105K - $112K
|
81.4K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.55K- 9.75% |
$99.9K - $107K
|
32.9K
$958K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.52K- 4.0% |
$99.1K - $106K
|
84.5K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.46K- 6.03% |
$97.5K - $104K
|
54K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.43K- 0.92% |
$96.4K - $103K
|
369K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.42K- 19.52% |
$96.4K - $103K
|
14.1K
$412K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.39K- 11.11% |
$95.3K - $102K
|
27.1K
$790K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.38K- 1.58% |
$95.3K - $102K
|
211K
$6.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 13.73% |
$93.6K - $100K
|
20.9K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-3.32K- 2.23% |
$93.5K - $100K
|
145K
$4.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.23K- 2.28% |
$90.8K - $97.2K
|
138K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.2K- 8.45% |
$90.1K - $96.4K
|
34.7K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.17K- 16.2% |
$89.3K - $95.6K
|
16.4K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.13K- 12.54% |
$88.2K - $94.4K
|
21.9K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.07K- 4.84% |
$86.5K - $92.6K
|
60.4K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-3.04K- 1.83% |
$85.7K - $91.7K
|
163K
$4.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.03K- 2.33% |
$85.2K - $91.1K
|
127K
$3.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 0.58% |
$84.9K - $90.8K
|
517K
$15.1M
|
|