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 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-397- 2.72% |
$9.1K - $11.1K
|
14.2K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-376- 1.06% |
$8.62K - $10.5K
|
35.1K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$594K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-373- 0.93% |
$8.55K - $10.5K
|
39.7K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-366- 0.23% |
$8.39K - $10.3K
|
157K
$4.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-348- 4.46% |
$7.98K - $9.76K
|
7.46K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-331- 3.3% |
$7.59K - $9.28K
|
9.71K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-331- 1.94% |
$7.59K - $9.28K
|
16.7K
$500K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-326- 1.04% |
$7.47K - $9.14K
|
31.1K
$929K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-325- 8.5% |
$7.45K - $9.12K
|
3.5K
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-307- 46.73% |
$7.04K - $8.61K
|
350
$10.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-305- 1.67% |
$6.99K - $8.56K
|
17.9K
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-301- 2.85% |
$6.9K - $8.44K
|
10.2K
$306K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.35% |
$6.88K - $8.42K
|
22K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.48% |
$6.78K - $8.3K
|
19.7K
$587K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-279- 0.06% |
$6.39K - $7.83K
|
499K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-276- 56.1% |
$6.33K - $7.74K
|
216
$6.44K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-274- 0.82% |
$6.28K - $7.69K
|
33.1K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-255- 1.0% |
$5.84K - $7.15K
|
25.2K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-253- 0.43% |
$5.8K - $7.1K
|
57.9K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-251- 0.46% |
$5.75K - $7.04K
|
54.7K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-250- 1.68% |
$5.73K - $7.01K
|
14.6K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 1.02% |
$5.73K - $7.01K
|
24.3K
$726K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-240- 1.43% |
$5.5K - $6.73K
|
16.5K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-240- 1.0% |
$5.5K - $6.73K
|
23.7K
$707K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-227- 2.08% |
$5.2K - $6.37K
|
10.7K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-221- 0.56% |
$5.07K - $6.2K
|
38.9K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-220- 2.55% |
$5.04K - $6.17K
|
8.42K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-220- 1.43% |
$5.04K - $6.17K
|
15.2K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-205- 0.26% |
$4.7K - $5.75K
|
79.6K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-204- 0.72% |
$4.68K - $5.72K
|
28K
$835K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-202- 0.55% |
$4.63K - $5.67K
|
36.6K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 0.59% |
$4.58K - $5.61K
|
33.6K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-195- 1.04% |
$4.47K - $5.47K
|
18.5K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-182- 4.95% |
$4.17K - $5.11K
|
3.49K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-178- 0.7% |
$4.08K - $4.99K
|
25.3K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-169- 0.25% |
$3.87K - $4.74K
|
68.7K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-163- 0.83% |
$3.74K - $4.57K
|
19.5K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-147- 1.06% |
$3.37K - $4.12K
|
13.7K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-144- 16.33% |
$3.3K - $4.04K
|
738
$22K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-144- 0.32% |
$3.3K - $4.04K
|
45K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 0.34% |
$3.14K - $3.84K
|
40.6K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-135- 0.52% |
$3.09K - $3.79K
|
25.8K
$768K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-133- 0.61% |
$3.05K - $3.73K
|
21.7K
$648K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-131- 0.12% |
$3K - $3.67K
|
111K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-125- 0.36% |
$2.87K - $3.51K
|
35K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-124- 1.29% |
$2.84K - $3.48K
|
9.49K
$283K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-117- 73.13% |
$2.68K - $3.28K
|
43
$1.28K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-103- 0.69% |
$2.36K - $2.89K
|
14.8K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-93- 4.62% |
$2.13K - $2.61K
|
1.92K
$57.3K
|