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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-395- 1.19% |
$11.1K - $11.9K
|
32.8K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-393- 1.01% |
$11.1K - $11.8K
|
38.5K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 35.03% |
$11.1K - $11.8K
|
729
$21.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-388- 4.42% |
$10.9K - $11.7K
|
8.39K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-387- 0.98% |
$10.9K - $11.7K
|
39.3K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-386- 4.58% |
$10.9K - $11.6K
|
8.04K
$234K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-378- 1.2% |
$10.6K - $11.4K
|
31K
$904K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-376- 0.26% |
$10.6K - $11.3K
|
142K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-372- 0.41% |
$10.5K - $11.2K
|
89.8K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-354- 0.53% |
$9.97K - $10.7K
|
67K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-350- 16.43% |
$9.85K - $10.5K
|
1.78K
$51.9K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-345- 2.38% |
$9.71K - $10.4K
|
14.1K
$412K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-342- 0.9% |
$9.63K - $10.3K
|
37.5K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-339- 0.13% |
$9.54K - $10.2K
|
256K
$7.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-337- 2.37% |
$9.49K - $10.2K
|
13.9K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-335- 30.79% |
$9.43K - $10.1K
|
753
$22K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-327- 0.69% |
$9.21K - $9.85K
|
47.2K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-315- 0.79% |
$8.87K - $9.49K
|
39.5K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-310- 0.67% |
$8.73K - $9.34K
|
46.1K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-309- 2.68% |
$8.7K - $9.31K
|
11.2K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-308- 1.48% |
$8.67K - $9.28K
|
20.5K
$598K
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.22% |
$8.45K - $9.04K
|
24.2K
$706K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-296- 1.22% |
$8.33K - $8.92K
|
24K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-295- 1.01% |
$8.3K - $8.89K
|
28.9K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-293- 3.59% |
$8.25K - $8.83K
|
7.86K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-292- 0.5% |
$8.22K - $8.8K
|
57.8K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-291- 3.85% |
$8.19K - $8.77K
|
7.28K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 1.79% |
$8.05K - $8.62K
|
15.7K
$458K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-284- 0.68% |
$7.99K - $8.56K
|
41.2K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-275- 0.46% |
$7.74K - $8.29K
|
60K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-258- 0.24% |
$7.26K - $7.77K
|
108K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-254- 1.88% |
$7.15K - $7.65K
|
13.3K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-251- 0.94% |
$7.07K - $7.56K
|
26.6K
$775K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-247- 0.41% |
$6.95K - $7.44K
|
60.6K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-236- 0.58% |
$6.64K - $7.11K
|
40.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-235- 0.41% |
$6.62K - $7.08K
|
57.1K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-220- 11.59% |
$6.19K - $6.63K
|
1.68K
$48.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-215- 0.68% |
$6.05K - $6.48K
|
31.3K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-214- 0.37% |
$6.02K - $6.45K
|
57.7K
$1.68M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-204- 2.03% |
$5.74K - $6.15K
|
9.87K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-201- 30.88% |
$5.66K - $6.06K
|
450
$13.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-200- 0.71% |
$5.63K - $6.03K
|
27.8K
$811K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.97% |
$5.63K - $6.03K
|
20.4K
$594K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-197- 0.19% |
$5.55K - $5.94K
|
102K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-187- 0.74% |
$5.26K - $5.63K
|
25.1K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-185- 1.95% |
$5.21K - $5.57K
|
9.31K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.14% |
$5.12K - $5.48K
|
15.8K
$461K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-181- 0.68% |
$5.1K - $5.45K
|
26.3K
$767K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-161- 0.1% |
$4.53K - $4.85K
|
154K
$4.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-159- 0.36% |
$4.48K - $4.79K
|
44.4K
$1.29M
|
|