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 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.21K- 14.83% |
$50.6K - $62K
|
12.7K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.17K- 2.4% |
$49.7K - $60.8K
|
88K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-2.15K- 3.56% |
$49.2K - $60.3K
|
58.2K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.09K- 2.71% |
$47.9K - $58.7K
|
75K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 0.77% |
$42.4K - $51.9K
|
238K
$7.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.84K- 5.46% |
$42.2K - $51.7K
|
31.9K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 0.8% |
$42.1K - $51.5K
|
229K
$6.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.82K- 13.71% |
$41.6K - $51K
|
11.4K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 4.82% |
$41.6K - $50.9K
|
35.8K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.78K- 41.8% |
$40.9K - $50K
|
2.48K
$74.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.76K- 3.58% |
$40.4K - $49.5K
|
47.5K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.21% |
$40.4K - $49.4K
|
144K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 2.92% |
$40.1K - $49.1K
|
58.1K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$39.6K - $48.4K
|
89.5K
$2.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.71K- 9.61% |
$39.1K - $47.9K
|
16.1K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.7K- 3.04% |
$38.9K - $47.7K
|
54.2K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 11.88% |
$37.6K - $46K
|
12.2K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.62K- 2.64% |
$37.1K - $45.4K
|
59.6K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 4.56% |
$35.9K - $44K
|
32.8K
$979K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.57K- 94.05% |
$35.9K - $43.9K
|
99
$2.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.56K- 10.53% |
$35.6K - $43.6K
|
13.2K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.54K- 2.81% |
$35.4K - $43.3K
|
53.5K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.53K- 4.28% |
$35K - $42.9K
|
34.2K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.26% |
$34.8K - $42.6K
|
65.8K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.45K- 2.35% |
$33.3K - $40.8K
|
60.4K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 1.51% |
$33.1K - $40.6K
|
94.2K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.44K- 9.46% |
$33.1K - $40.5K
|
13.8K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.43K- 3.01% |
$32.8K - $40.1K
|
46.1K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 4.49% |
$31.6K - $38.6K
|
29.3K
$875K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 10.09% |
$31.1K - $38K
|
12.1K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.35K- 0.98% |
$31K - $37.9K
|
136K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.35K- 6.56% |
$30.8K - $37.7K
|
19.2K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.23% |
$30.5K - $37.3K
|
107K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.31K- 0.81% |
$30K - $36.7K
|
161K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 5.19% |
$29.6K - $36.2K
|
23.6K
$703K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.28K- 1.17% |
$29.4K - $36K
|
108K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 2.57% |
$29.2K - $35.8K
|
48.5K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.25K- 1.37% |
$28.7K - $35.1K
|
90.2K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 1.22% |
$28.2K - $34.6K
|
100K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 4.63% |
$27K - $33K
|
24.2K
$723K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.15K- 3.53% |
$26.3K - $32.2K
|
31.4K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.13K- 4.08% |
$26K - $31.8K
|
26.6K
$795K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 1.01% |
$25.4K - $31.1K
|
108K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.1K- 1.7% |
$25.3K - $30.9K
|
63.8K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 6.18% |
$24.6K - $30.1K
|
16.3K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 9.83% |
$24.5K - $30K
|
9.81K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.01K- 4.43% |
$23.2K - $28.4K
|
21.8K
$651K
|