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 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-315- 2.43% |
$8.06K - $9.21K
|
12.7K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-297- 0.62% |
$7.6K - $8.68K
|
47.5K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-294- 0.7% |
$7.52K - $8.6K
|
41.9K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-281- 4.02% |
$7.19K - $8.22K
|
6.71K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-277- 0.21% |
$7.09K - $8.1K
|
132K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-264- 0.16% |
$6.75K - $7.72K
|
162K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-256- 54.47% |
$6.55K - $7.49K
|
214
$6.18K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-238- 1.36% |
$6.09K - $6.96K
|
17.2K
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$5.91K - $6.75K
|
8.01K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-221- 1.7% |
$5.65K - $6.46K
|
12.8K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-221- 1.06% |
$5.65K - $6.46K
|
20.7K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-192- 1.27% |
$4.91K - $5.61K
|
14.9K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-192- 0.37% |
$4.91K - $5.61K
|
52K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-187- 0.17% |
$4.78K - $5.47K
|
113K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-186- 0.55% |
$4.76K - $5.44K
|
33.7K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-180- 1.86% |
$4.6K - $5.26K
|
9.51K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-167- 0.65% |
$4.27K - $4.88K
|
25.5K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-165- 37.67% |
$4.22K - $4.82K
|
273
$7.89K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-133- 0.53% |
$3.4K - $3.89K
|
25K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-133- 1.61% |
$3.4K - $3.89K
|
8.11K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-131- 0.33% |
$3.35K - $3.83K
|
39.9K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-117- 0.38% |
$2.99K - $3.42K
|
30.7K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 0.36% |
$2.94K - $3.36K
|
31.5K
$909K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-106- 0.34% |
$2.71K - $3.1K
|
30.8K
$890K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-99- 0.47% |
$2.53K - $2.89K
|
21.1K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 38.82% |
$2.53K - $2.89K
|
156
$4.51K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-93- 6.67% |
$2.38K - $2.72K
|
1.3K
$37.6K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-84- 0.29% |
$2.15K - $2.46K
|
29.1K
$842K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-81- 0.44% |
$2.07K - $2.37K
|
18.1K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-80- 0.21% |
$2.05K - $2.34K
|
37.2K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 0.79% |
$1.77K - $2.02K
|
8.66K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.18% |
$1.53K - $1.75K
|
33.8K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 0.29% |
$1.38K - $1.58K
|
18.5K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 0.14% |
$1.28K - $1.46K
|
35.5K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-45- 0.19% |
$1.15K - $1.32K
|
23.3K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37- 0.45% |
$946 - $1.08K
|
8.11K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.39% |
$921 - $1.05K
|
9.28K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-35- 0.21% |
$895 - $1.02K
|
16.7K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-31- 0.09% |
$793 - $906
|
33.2K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-31- 0.08% |
$793 - $906
|
40.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-24- 0.18% |
$614 - $702
|
13.3K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.4% |
$537 - $614
|
5.18K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-20- 0.03% |
$512 - $585
|
73.4K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-20- 0.11% |
$512 - $585
|
18.2K
$525K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-18- 0.83% |
$460 - $526
|
2.15K
$62.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-17- 0.06% |
$435 - $497
|
28.2K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1- -0.0% |
$25.6 - $29.2
|
41K
$1.18M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 10.93% |
$1.16M - $3.51M
|
345K
$9.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.65% |
$315K - $951K
|
6.54K
$189K
|
|