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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.3K- 0.82% |
$110K - $126K
|
518K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.23K- 0.17% |
$108K - $124K
|
2.42M
$69.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 3.64% |
$107K - $122K
|
111K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.17K- 0.74% |
$107K - $122K
|
556K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 2.44% |
$102K - $117K
|
160K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 4.11% |
$99.2K - $113K
|
90.4K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 13.81% |
$98.9K - $113K
|
24.1K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.84K- 8.94% |
$98.3K - $112K
|
39.2K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.77K- 4.63% |
$96.5K - $110K
|
77.7K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.72K- 3.97% |
$95K - $109K
|
89.9K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.42% |
$92.1K - $105K
|
250K
$7.24M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.48K- 67.41% |
$88.9K - $102K
|
1.68K
$48.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.23K- 10.78% |
$82.7K - $94.6K
|
26.8K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 1.26% |
$79.9K - $91.4K
|
244K
$7.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.07K- 5.66% |
$78.5K - $89.7K
|
51.1K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.04K- 1.43% |
$77.9K - $89K
|
210K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 1.18% |
$75.1K - $85.9K
|
247K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.93K- 16.98% |
$75K - $85.7K
|
14.3K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.93K- 3.73% |
$74.8K - $85.5K
|
75.5K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.9K- 23.88% |
$74.3K - $84.9K
|
9.26K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.82K- 1.01% |
$72.1K - $82.4K
|
277K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 8.83% |
$71.1K - $81.3K
|
28.7K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.78K- 2.41% |
$71.1K - $81.3K
|
113K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.67K- 50.0% |
$68.3K - $78.1K
|
2.67K
$77.2K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.66K- 23.92% |
$67.9K - $77.7K
|
8.45K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.6K- 0.45% |
$66.4K - $75.9K
|
580K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.56K- 1.8% |
$65.4K - $74.7K
|
139K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.52K- 15.31% |
$64.5K - $73.7K
|
13.9K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.43K- 9.11% |
$62.2K - $71.1K
|
24.3K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.42K- 10.14% |
$61.8K - $70.7K
|
21.4K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.41K- 3.27% |
$61.6K - $70.4K
|
71.1K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 2.79% |
$60.6K - $69.3K
|
82.7K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.33K- 2.05% |
$59.5K - $68K
|
111K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.17K- 1.8% |
$55.4K - $63.4K
|
118K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.16K- 1.94% |
$55.3K - $63.2K
|
109K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.12K- 3.24% |
$54.3K - $62.1K
|
63.5K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.05K- 15.07% |
$52.4K - $59.9K
|
11.6K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.05K- 15.13% |
$52.4K - $59.9K
|
11.5K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2K- 1.6% |
$51.3K - $58.6K
|
123K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.94K- 19.82% |
$49.7K - $56.8K
|
7.86K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 8.55% |
$49K - $56K
|
20.5K
$592K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.84K- 14.81% |
$47.1K - $53.8K
|
10.6K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 12.08% |
$41.6K - $47.6K
|
11.8K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-1.57K- 14.58% |
$40.2K - $46K
|
9.21K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-1.43K- 2.32% |
$36.6K - $41.8K
|
60.3K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 2.23% |
$34.9K - $39.9K
|
59.9K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.37K- 2.11% |
$34.9K - $39.9K
|
63.4K
$1.83M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 5.04% |
$34.5K - $39.4K
|
25.4K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.34K- 4.05% |
$34.2K - $39.1K
|
31.7K
$915K
|