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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.14K- 19.19% |
$209K - $256K
|
38.5K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.1K- 16.38% |
$209K - $255K
|
46.5K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.99K- 2.68% |
$206K - $252K
|
326K
$9.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.98K- 2.26% |
$206K - $252K
|
388K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.74K- 5.33% |
$200K - $245K
|
155K
$4.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.67K- 12.96% |
$199K - $243K
|
58.2K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-8.57K- 11.51% |
$196K - $240K
|
65.9K
$1.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.48K- 2.29% |
$194K - $238K
|
362K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8.44K- 8.97% |
$194K - $237K
|
85.7K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.04K- 6.43% |
$184K - $225K
|
117K
$3.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.8K- 37.83% |
$179K - $219K
|
12.8K
$382K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.7K- 2.31% |
$177K - $216K
|
326K
$9.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.46K- 45.97% |
$171K - $209K
|
8.77K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.35K- 6.74% |
$169K - $206K
|
102K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-7.25K- 12.56% |
$166K - $203K
|
50.5K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.07K- 7.58% |
$162K - $198K
|
86.1K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.04K- 27.92% |
$161K - $198K
|
18.2K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.81K- 94.72% |
$156K - $191K
|
380
$11.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6.6K- 15.34% |
$151K - $185K
|
36.4K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.53K- 7.37% |
$150K - $183K
|
82K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.42K- 26.29% |
$147K - $180K
|
18K
$537K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.41K- 1.02% |
$147K - $180K
|
624K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.36K- 4.57% |
$146K - $178K
|
133K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.31K- 3.81% |
$145K - $177K
|
159K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6.3K- 1.25% |
$144K - $177K
|
500K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.28K- 21.51% |
$144K - $176K
|
22.9K
$683K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.21K- 9.41% |
$142K - $174K
|
59.8K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.04K- 2.15% |
$138K - $169K
|
275K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6.02K- 81.03% |
$138K - $169K
|
1.41K
$42.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 4.89% |
$136K - $166K
|
115K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.85K- 5.62% |
$134K - $164K
|
98.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.77K- 1.47% |
$132K - $162K
|
387K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.76K- 6.0% |
$132K - $162K
|
90.3K
$2.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-5.69K- 23.92% |
$130K - $160K
|
18.1K
$540K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.64K- 2.25% |
$129K - $158K
|
245K
$7.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.56K- 3.64% |
$128K - $156K
|
147K
$4.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-5.55K- 26.29% |
$127K - $156K
|
15.6K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.45K- 70.66% |
$125K - $153K
|
2.26K
$67.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.38K- 27.88% |
$123K - $151K
|
13.9K
$415K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 2.66% |
$121K - $148K
|
193K
$5.76M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.28K- 72.59% |
$121K - $148K
|
2K
$59.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-5.22K- 2.45% |
$120K - $146K
|
208K
$6.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5K- 0.79% |
$115K - $140K
|
626K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.94K- 4.86% |
$113K - $139K
|
96.6K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.88K- 14.96% |
$112K - $137K
|
27.7K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.77K- 33.29% |
$109K - $134K
|
9.56K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.76K- 37.3% |
$109K - $134K
|
8.01K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-4.68K- 1.52% |
$107K - $131K
|
303K
$9.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.67K- 7.52% |
$107K - $131K
|
57.4K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.63K- 8.28% |
$106K - $130K
|
51.3K
$1.53M
|