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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13.1K- 28.69% |
$360K - $1.09M
|
32.5K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.12K- 54.49% |
$30.9K - $93.3K
|
938
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-824- 0.54% |
$22.7K - $68.4K
|
153K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-146- 0.63% |
$4.02K - $12.1K
|
23K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$138 - $415
|
6
$175
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-289K- 73.81% |
$21.8M - $24M
|
103K
$3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-214K- 2.13% |
$16.1M - $17.8M
|
9.83M
$287M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-213K- 92.65% |
$16.1M - $17.7M
|
16.9K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 49.43% |
$11.6M - $12.8M
|
158K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-119K- 94.08% |
$9M - $9.92M
|
7.51K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-113K- 75.78% |
$8.5M - $9.37M
|
36K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77.4K- 61.71% |
$5.84M - $6.44M
|
48K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$121K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-49.9K- 37.13% |
$3.77M - $4.15M
|
84.5K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.5K- 5.03% |
$2.91M - $3.2M
|
727K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.85% |
$2.65M - $2.92M
|
566K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-33.3K- 25.35% |
$2.51M - $2.77M
|
98K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32K- 30.78% |
$2.42M - $2.66M
|
72K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9K- 45.95% |
$2.18M - $2.41M
|
34K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.4K- 1.88% |
$2.14M - $2.36M
|
1.49M
$43.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-27.8K- 5.54% |
$2.1M - $2.31M
|
474K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.1K- 64.5% |
$1.9M - $2.09M
|
13.8K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.8K- 9.35% |
$1.87M - $2.06M
|
240K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-20.9K- 57.56% |
$1.58M - $1.74M
|
15.4K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.7K- 10.38% |
$1.56M - $1.72M
|
178K
$5.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 2.66% |
$1.55M - $1.71M
|
753K
$22M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.5K- 26.37% |
$1.55M - $1.7M
|
57.2K
$1.67M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-19.1K- 34.69% |
$1.44M - $1.59M
|
36K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18.9K- 8.99% |
$1.42M - $1.57M
|
191K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.5K- 2.97% |
$1.32M - $1.46M
|
573K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 28.86% |
$1.29M - $1.42M
|
42K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.7K- 46.87% |
$1.26M - $1.39M
|
18.9K
$552K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15K- 24.51% |
$1.13M - $1.25M
|
46.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.9K- 7.87% |
$1.05M - $1.16M
|
163K
$4.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.5K- 3.44% |
$1.02M - $1.12M
|
379K
$11.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 6.52% |
$981K - $1.08M
|
187K
$5.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 23.4% |
$973K - $1.07M
|
42.2K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.8K- 59.49% |
$968K - $1.07M
|
8.74K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 7.09% |
$853K - $941K
|
148K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 80.69% |
$784K - $864K
|
2.49K
$72.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.31K- 23.51% |
$702K - $774K
|
30.3K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-8.44K- 2.79% |
$637K - $702K
|
294K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 1.07% |
$600K - $661K
|
735K
$21.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.81K- 3.93% |
$514K - $567K
|
167K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.59K- 15.1% |
$497K - $548K
|
37.1K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.17K- 4.31% |
$466K - $513K
|
137K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.17K- 11.95% |
$466K - $513K
|
45.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-6.12K- 60.31% |
$462K - $509K
|
4.03K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.99K- 1.9% |
$452K - $498K
|
310K
$9.04M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.84K- 96.42% |
$441K - $486K
|
217
$6.34K
|
|