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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.33K- 21.31% |
$34K - $38.9K
|
4.91K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.32K- 1.74% |
$33.7K - $38.5K
|
74.5K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.27K- 1.59% |
$32.6K - $37.3K
|
78.9K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 0.32% |
$32.3K - $36.9K
|
394K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.22K- 2.99% |
$31.3K - $35.7K
|
39.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.19K- 4.06% |
$30.5K - $34.8K
|
28.1K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.1K- 9.8% |
$28.1K - $32.2K
|
10.1K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.09K- 60.08% |
$27.8K - $31.8K
|
723
$20.9K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.07K- 1.62% |
$27.3K - $31.2K
|
64.9K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.08% |
$26.7K - $30.5K
|
95.6K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.01K- 1.61% |
$25.9K - $29.6K
|
61.8K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-955- 16.17% |
$24.4K - $27.9K
|
4.95K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-939- 2.45% |
$24K - $27.5K
|
37.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-929- 2.69% |
$23.8K - $27.2K
|
33.7K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-924- 1.94% |
$23.6K - $27K
|
46.8K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-908- 2.41% |
$23.2K - $26.5K
|
36.7K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-906- 29.61% |
$23.2K - $26.5K
|
2.15K
$62.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-905- 6.09% |
$23.1K - $26.5K
|
14K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-888- 10.11% |
$22.7K - $26K
|
7.89K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-810- 1.19% |
$20.7K - $23.7K
|
67.5K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-806- 4.34% |
$20.6K - $23.6K
|
17.8K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-767- 0.35% |
$19.6K - $22.4K
|
219K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-750- 6.32% |
$19.2K - $21.9K
|
11.1K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-750- 1.42% |
$19.2K - $21.9K
|
52.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 0.79% |
$18.7K - $21.4K
|
92K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-718- 8.52% |
$18.4K - $21K
|
7.71K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-695- 1.14% |
$17.8K - $20.3K
|
60.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-694- 6.46% |
$17.8K - $20.3K
|
10K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-649- 7.64% |
$16.6K - $19K
|
7.85K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 0.81% |
$16.1K - $18.4K
|
77.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 6.17% |
$16.1K - $18.4K
|
9.57K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-561- 0.48% |
$14.4K - $16.4K
|
117K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-552- 0.43% |
$14.1K - $16.1K
|
127K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-540- 2.88% |
$13.8K - $15.8K
|
18.2K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-500- 1.19% |
$12.8K - $14.6K
|
41.4K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-466- 2.84% |
$11.9K - $13.6K
|
15.9K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-457- 3.32% |
$11.7K - $13.4K
|
13.3K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-452- 1.94% |
$11.6K - $13.2K
|
22.8K
$660K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-429- 0.37% |
$11K - $12.5K
|
115K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-418- 0.67% |
$10.7K - $12.2K
|
62.4K
$1.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-414- 30.13% |
$10.6K - $12.1K
|
960
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-393- 0.71% |
$10.1K - $11.5K
|
55.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-391- 2.32% |
$10K - $11.4K
|
16.4K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-391- 0.38% |
$10K - $11.4K
|
103K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-389- 0.25% |
$9.95K - $11.4K
|
153K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-381- 4.29% |
$9.75K - $11.1K
|
8.5K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-350- 1.61% |
$8.95K - $10.2K
|
21.4K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-343- 0.76% |
$8.77K - $10K
|
44.7K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-341- 0.59% |
$8.72K - $9.97K
|
57.9K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-323- 2.33% |
$8.26K - $9.44K
|
13.5K
$391K
|