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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 1.39% |
$22.9K - $28K
|
70.9K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-984- 0.8% |
$22.6K - $27.6K
|
122K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-970- 2.64% |
$22.2K - $27.2K
|
35.8K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-951- 76.57% |
$21.8K - $26.7K
|
291
$8.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-936- 3.51% |
$21.5K - $26.3K
|
25.7K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-930- 7.34% |
$21.3K - $26.1K
|
11.7K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-925- 4.09% |
$21.2K - $25.9K
|
21.7K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-923- 3.27% |
$21.2K - $25.9K
|
27.3K
$813K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.13% |
$21.1K - $25.9K
|
81K
$2.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-900- 4.95% |
$20.6K - $25.2K
|
17.3K
$516K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-899- 6.61% |
$20.6K - $25.2K
|
12.7K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-840- 3.92% |
$19.3K - $23.6K
|
20.6K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-838- 3.47% |
$19.2K - $23.5K
|
23.3K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-837- 7.62% |
$19.2K - $23.5K
|
10.1K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-822- 2.53% |
$18.8K - $23.1K
|
31.7K
$946K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-814- 2.16% |
$18.7K - $22.8K
|
36.8K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-800- 9.86% |
$18.3K - $22.4K
|
7.31K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-776- 0.76% |
$17.8K - $21.8K
|
102K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-775- 0.35% |
$17.8K - $21.7K
|
218K
$6.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-763- 0.21% |
$17.5K - $21.4K
|
362K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-760- 0.53% |
$17.4K - $21.3K
|
142K
$4.22M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-734- 2.18% |
$16.8K - $20.6K
|
32.9K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-702- 14.47% |
$16.1K - $19.7K
|
4.15K
$124K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-689- 1.12% |
$15.8K - $19.3K
|
60.8K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-675- 3.04% |
$15.5K - $18.9K
|
21.5K
$642K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-673- 8.4% |
$15.4K - $18.9K
|
7.34K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-669- 0.94% |
$15.3K - $18.8K
|
70.4K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-627- 2.92% |
$14.4K - $17.6K
|
20.8K
$621K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-605- 1.29% |
$13.9K - $17K
|
46.2K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-605- 1.14% |
$13.9K - $17K
|
52.4K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-578- 0.49% |
$13.2K - $16.2K
|
118K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-577- 19.38% |
$13.2K - $16.2K
|
2.4K
$71.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-575- 3.17% |
$13.2K - $16.1K
|
17.6K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-565- 1.39% |
$12.9K - $15.8K
|
40K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-563- 26.14% |
$12.9K - $15.8K
|
1.59K
$47.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-552- 5.96% |
$12.7K - $15.5K
|
8.71K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-532- 3.5% |
$12.2K - $14.9K
|
14.7K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.15% |
$11.8K - $14.4K
|
345K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-501- 1.72% |
$11.5K - $14.1K
|
28.6K
$854K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-500- 0.61% |
$11.5K - $14K
|
81.9K
$2.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 2.9% |
$11.3K - $13.9K
|
16.6K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-470- 1.28% |
$10.8K - $13.2K
|
36.2K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-451- 0.5% |
$10.3K - $12.7K
|
89.9K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-445- 2.43% |
$10.2K - $12.5K
|
17.9K
$532K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-427- 1.05% |
$9.79K - $12K
|
40.4K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-414- 0.33% |
$9.49K - $11.6K
|
127K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 1.95% |
$9.17K - $11.2K
|
20.1K
$599K
|