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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 1.07% |
$102K - $124K
|
408K
$12.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.28K- 1.36% |
$98.1K - $120K
|
312K
$9.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-4.25K- 34.28% |
$97.5K - $119K
|
8.15K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.96K- 16.99% |
$90.7K - $111K
|
19.3K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.92K- 1.71% |
$89.9K - $110K
|
226K
$6.73M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-3.9K- 1.06% |
$89.3K - $109K
|
363K
$10.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.88K- 25.19% |
$88.9K - $109K
|
11.5K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.8K- 2.68% |
$87K - $107K
|
138K
$4.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.79K- 1.05% |
$86.9K - $106K
|
359K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.75K- 5.95% |
$85.9K - $105K
|
59.3K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.6K- 2.73% |
$82.5K - $101K
|
128K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.55K- 7.0% |
$81.3K - $99.5K
|
47.1K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.5K- 8.46% |
$80.2K - $98.2K
|
37.9K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.46K- 8.03% |
$79.3K - $97.1K
|
39.7K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.45K- 7.13% |
$79.1K - $96.9K
|
45K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.3K- 1.96% |
$75.5K - $92.4K
|
165K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-3.26K- 4.37% |
$74.6K - $91.3K
|
71.2K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 3.42% |
$74K - $90.6K
|
91.2K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 8.39% |
$73.5K - $90K
|
35K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.15K- 7.95% |
$72.3K - $88.4K
|
36.5K
$1.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.1K- 25.45% |
$71K - $86.8K
|
9.07K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.04K- 2.29% |
$69.7K - $85.4K
|
130K
$3.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.99K- 8.01% |
$68.6K - $84K
|
34.4K
$1.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.97K- 1.41% |
$68K - $83.3K
|
207K
$6.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.9K- 0.6% |
$66.5K - $81.4K
|
480K
$14.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.83K- 2.5% |
$64.8K - $79.3K
|
110K
$3.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$63.6K - $77.9K
|
352K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.73K- 0.77% |
$62.6K - $76.6K
|
351K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.79K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.65K- 2.39% |
$60.8K - $74.4K
|
108K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-2.64K- 3.02% |
$60.5K - $74K
|
84.6K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.63K- 6.27% |
$60.2K - $73.6K
|
39.2K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.61K- 4.58% |
$59.8K - $73.2K
|
54.4K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.6K- 3.34% |
$59.5K - $72.8K
|
75.1K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 8.16% |
$59.3K - $72.5K
|
29.1K
$868K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 4.1% |
$59K - $72.2K
|
60.3K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.57K- 7.54% |
$58.9K - $72.1K
|
31.5K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.56K- 8.65% |
$58.7K - $71.8K
|
27K
$806K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.5K- 1.31% |
$57.3K - $70.2K
|
188K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.45K- 2.15% |
$56.2K - $68.8K
|
112K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.45K- 68.61% |
$56.2K - $68.8K
|
1.12K
$33.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.44K- 1.51% |
$55.9K - $68.4K
|
159K
$4.73M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.38K- 1.17% |
$54.5K - $66.7K
|
201K
$6.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.34K- 2.2% |
$53.6K - $65.6K
|
104K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.3K- 2.72% |
$52.7K - $64.5K
|
82.4K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.3K- 8.53% |
$52.7K - $64.5K
|
24.6K
$735K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 5.32% |
$51.3K - $62.8K
|
39.8K
$1.19M
|