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 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-267K- 28.58% |
$7.7M - $8.04M
|
666K
$19.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-19.3K- 15.23% |
$558K - $582K
|
107K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 9.49% |
$348K - $364K
|
115K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 7.43% |
$177K - $184K
|
76.2K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.62K- 5.44% |
$134K - $139K
|
80.4K
$2.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.85K- 4.69% |
$82.2K - $85.8K
|
57.8K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.47K- 6.84% |
$71.4K - $74.5K
|
33.6K
$980K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 7.91% |
$54.2K - $56.5K
|
21.8K
$636K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.69K- 1.64% |
$48.8K - $50.9K
|
101K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 3.45% |
$36K - $37.6K
|
34.8K
$1.02M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.24K- 10.69% |
$35.7K - $37.3K
|
10.3K
$301K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-861- 11.28% |
$24.9K - $26K
|
6.77K
$198K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-816- 0.92% |
$23.6K - $24.6K
|
87.5K
$2.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-726- 2.75% |
$21K - $21.9K
|
25.7K
$750K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-256- 0.84% |
$7.4K - $7.72K
|
30.3K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.52% |
$7.2K - $7.51K
|
9.62K
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.08% |
$5.14K - $5.37K
|
234K
$6.83M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-133- 1.67% |
$3.84K - $4.01K
|
7.84K
$229K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-101- 0.22% |
$2.92K - $3.05K
|
46.5K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-34- 0.3% |
$983 - $1.03K
|
11.4K
$334K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.54M- 2.56% |
$43.4M - $46.5M
|
58.8M
$1.71B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-837K- 38.11% |
$23.6M - $25.2M
|
1.36M
$39.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669K- 65.13% |
$18.8M - $20.1M
|
358K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-568K- 9.45% |
$16M - $17.1M
|
5.44M
$159M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-425K- 26.9% |
$12M - $12.8M
|
1.15M
$33.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-415K- 29.46% |
$11.7M - $12.5M
|
993K
$29M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-408K- 75.39% |
$11.5M - $12.3M
|
133K
$3.88M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-207K- 99.99% |
$5.82M - $6.23M
|
24
$700
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-185K- 11.48% |
$5.2M - $5.56M
|
1.42M
$41.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-172K- 44.11% |
$4.84M - $5.18M
|
218K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-171K- 10.4% |
$4.82M - $5.15M
|
1.47M
$43M
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-171K- 81.94% |
$4.8M - $5.14M
|
37.6K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-151K- 21.87% |
$4.24M - $4.54M
|
538K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-123K- 6.18% |
$3.46M - $3.71M
|
1.87M
$54.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-116K- 22.6% |
$3.27M - $3.5M
|
398K
$11.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-114K- 79.29% |
$3.21M - $3.44M
|
29.8K
$868K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-98.9K- 4.78% |
$2.78M - $2.98M
|
1.97M
$57.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-90.2K- 4.98% |
$2.54M - $2.72M
|
1.72M
$50.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-88.2K- 32.05% |
$2.48M - $2.66M
|
187K
$5.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75.6K- 0.26% |
$2.13M - $2.28M
|
29.5M
$861M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-71.2K- 69.61% |
$2M - $2.14M
|
31.1K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-69.8K- 8.39% |
$1.96M - $2.1M
|
762K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-61.1K- 1.85% |
$1.72M - $1.84M
|
3.24M
$94.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-54.5K- 61.51% |
$1.54M - $1.64M
|
34.1K
$995K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-50.7K- 30.21% |
$1.43M - $1.53M
|
117K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-49.8K- 40.98% |
$1.4M - $1.5M
|
71.8K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.5K- 46.9% |
$1.34M - $1.43M
|
53.7K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-46K- 13.43% |
$1.29M - $1.39M
|
296K
$8.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45.1K- 4.92% |
$1.27M - $1.36M
|
871K
$25.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-42.9K- 23.37% |
$1.21M - $1.29M
|
141K
$4.1M
|
|