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 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-80- 0.83% |
$1.83K - $2.24K
|
9.54K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-74- 0.87% |
$1.7K - $2.08K
|
8.43K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-68- 0.12% |
$1.56K - $1.91K
|
57.3K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-68- 0.1% |
$1.56K - $1.91K
|
65.1K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-62- 0.41% |
$1.42K - $1.74K
|
15.2K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-60- 0.18% |
$1.38K - $1.68K
|
32.4K
$967K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 18.69% |
$1.38K - $1.68K
|
261
$7.79K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.21% |
$1.38K - $1.68K
|
28.7K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-57- 0.23% |
$1.31K - $1.6K
|
25K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-55- 0.53% |
$1.26K - $1.54K
|
10.3K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-55- 0.3% |
$1.26K - $1.54K
|
18.5K
$551K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-54- 2.45% |
$1.24K - $1.51K
|
2.15K
$64.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 12.56% |
$1.21K - $1.49K
|
369
$11K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-52- 1.3% |
$1.19K - $1.46K
|
3.95K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-48- 0.07% |
$1.1K - $1.35K
|
67.4K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-48- 0.18% |
$1.1K - $1.35K
|
26.5K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 0.08% |
$1.03K - $1.26K
|
57.9K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 0.15% |
$1.03K - $1.26K
|
30.5K
$909K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-42- 0.26% |
$963 - $1.18K
|
15.9K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-29- 0.29% |
$665 - $813
|
10.1K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-27- 0.08% |
$619 - $757
|
35.1K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-23- 0.22% |
$527 - $645
|
10.5K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.03% |
$229 - $281
|
39.2K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.01% |
$206 - $252
|
139K
$4.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 4.21% |
$206 - $252
|
205
$6.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5- 0.06% |
$115 - $140
|
8.11K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.75K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.63K
$228K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.9M- 96.18% |
$278M - $318M
|
431K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-36.7K- 37.12% |
$939K - $1.07M
|
62.2K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.8K- 29.09% |
$712K - $814K
|
67.8K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-18.5K- 52.15% |
$474K - $541K
|
17K
$507K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-15.3K- 45.39% |
$391K - $447K
|
18.4K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.5K- 21.94% |
$371K - $424K
|
51.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-14.3K- 4.33% |
$365K - $417K
|
315K
$9.41M
|
|
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-13.3K- 57.98% |
$341K - $389K
|
9.65K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.9K- 49.05% |
$278K - $318K
|
11.3K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-7.17K- 43.84% |
$183K - $210K
|
9.19K
$274K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.72K- 7.79% |
$172K - $196K
|
79.5K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.06K- 5.39% |
$155K - $177K
|
106K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 11.43% |
$116K - $133K
|
35.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.17K- 0.74% |
$107K - $122K
|
556K
$16.6M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.48K- 67.41% |
$88.9K - $102K
|
1.68K
$50.1K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 1.18% |
$75.1K - $85.9K
|
247K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.93K- 3.73% |
$74.8K - $85.5K
|
75.5K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 8.83% |
$71.1K - $81.3K
|
28.7K
$856K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.66K- 23.92% |
$67.9K - $77.7K
|
8.45K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.43K- 9.11% |
$62.2K - $71.1K
|
24.3K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.12K- 3.24% |
$54.3K - $62.1K
|
63.5K
$1.89M
|
|