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 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.05K- 15.07% |
$52.4K - $59.9K
|
11.6K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.94K- 19.82% |
$49.7K - $56.8K
|
7.86K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-1.57K- 14.58% |
$40.2K - $46K
|
9.21K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.37K- 2.11% |
$34.9K - $39.9K
|
63.4K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.19K- 4.06% |
$30.5K - $34.8K
|
28.1K
$840K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.1K- 9.8% |
$28.1K - $32.2K
|
10.1K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-955- 16.17% |
$24.4K - $27.9K
|
4.95K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-905- 6.09% |
$23.1K - $26.5K
|
14K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-810- 1.19% |
$20.7K - $23.7K
|
67.5K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-750- 6.32% |
$19.2K - $21.9K
|
11.1K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-649- 7.64% |
$16.6K - $19K
|
7.85K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 6.17% |
$16.1K - $18.4K
|
9.57K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-391- 2.32% |
$10K - $11.4K
|
16.4K
$491K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-180- 1.86% |
$4.6K - $5.26K
|
9.51K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-165- 37.67% |
$4.22K - $4.82K
|
273
$8.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 38.82% |
$2.53K - $2.89K
|
156
$4.65K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-93- 6.67% |
$2.38K - $2.72K
|
1.3K
$38.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 0.79% |
$1.77K - $2.02K
|
8.66K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.39% |
$921 - $1.05K
|
9.28K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.4% |
$537 - $614
|
5.18K
$155K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$76.7 - $87.7
|
11.2K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1- -0.0% |
$25.6 - $29.2
|
41K
$1.22M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-37.8K- 44.02% |
$1.04M - $3.14M
|
48.1K
$1.43M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.6K- 23.12% |
$704K - $2.12M
|
85.1K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-3.35K- 21.67% |
$92.1K - $278K
|
12.1K
$361K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.49KClosed |
$68.4K - $206K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 6.8% |
$31.9K - $96.1K
|
15.8K
$473K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$193 - $581
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$138 - $415
|
6
$179
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$338K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$79.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$83.2K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-13.2K- 82.37% |
$997K - $1.07M
|
2.82K
$84.1K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 57.1% |
$363K - $389K
|
3.6K
$107K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.21K- 2.34% |
$167K - $179K
|
92.1K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 1.88% |
$140K - $151K
|
96.5K
$2.88M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.13KClosed |
$85.5K - $91.7K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-566- 57.64% |
$42.8K - $46K
|
416
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$875K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 3.9% |
$15.1K - $16.2K
|
4.91K
$146K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-112- 3.83% |
$8.48K - $9.09K
|
2.81K
$83.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-26- 0.03% |
$1.97K - $2.11K
|
77.3K
$2.31M
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.21K- 2.88% |
$88.3K - $98.6K
|
40.8K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-365- 2.29% |
$26.6K - $29.7K
|
15.5K
$464K
|
|