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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.5K- 0.69% |
$70.3K - $75.2K
|
359K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.49K- 1.55% |
$70.1K - $75.1K
|
158K
$4.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.37K- 0.61% |
$66.8K - $71.5K
|
386K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.37K- 0.61% |
$66.8K - $71.5K
|
386K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.36K- 5.25% |
$66.5K - $71.2K
|
42.6K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.33K- 10.75% |
$65.6K - $70.2K
|
19.4K
$564K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.28K- 16.79% |
$64.2K - $68.7K
|
11.3K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.18K- 0.66% |
$61.2K - $65.5K
|
328K
$9.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.18K- 21.47% |
$61.2K - $65.5K
|
7.96K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.16K- 10.12% |
$60.7K - $65K
|
19.1K
$558K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-2.13K- 9.9% |
$60K - $64.2K
|
19.4K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.1K- 21.41% |
$59.1K - $63.3K
|
7.71K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 0.6% |
$58.7K - $62.9K
|
343K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.04K- 68.34% |
$57.5K - $61.6K
|
947
$27.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 0.57% |
$57.4K - $61.4K
|
354K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.04K- 3.5% |
$57.4K - $61.4K
|
56.2K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.04K- 11.9% |
$57.3K - $61.3K
|
15.1K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.92K- 4.78% |
$54.1K - $57.9K
|
38.3K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 0.96% |
$52.1K - $55.7K
|
191K
$5.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.82K- 3.21% |
$51.1K - $54.7K
|
54.7K
$1.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 0.23% |
$51.1K - $54.7K
|
783K
$22.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.81K- 3.33% |
$50.9K - $54.5K
|
52.4K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.8K- 31.25% |
$50.7K - $54.2K
|
3.96K
$115K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-1.78K- 10.6% |
$50K - $53.5K
|
15K
$437K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.75K- 9.69% |
$49.1K - $52.6K
|
16.3K
$474K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 15.31% |
$48.9K - $52.3K
|
9.61K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.68K- 1.48% |
$47.2K - $50.5K
|
112K
$3.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.67K- 1.13% |
$46.9K - $50.2K
|
146K
$4.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.67K- 1.53% |
$46.9K - $50.2K
|
107K
$3.12M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.64K- 15.35% |
$46.3K - $49.5K
|
9.06K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.61K- 5.73% |
$45.3K - $48.4K
|
26.5K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.52K- 1.49% |
$42.8K - $45.8K
|
100K
$2.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.52K- 10.38% |
$42.8K - $45.8K
|
13.1K
$383K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.5K- 5.17% |
$42.2K - $45.2K
|
27.5K
$803K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.46K- 2.37% |
$41K - $43.9K
|
60.1K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.45K- 11.92% |
$40.9K - $43.7K
|
10.7K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.45K- 10.94% |
$40.7K - $43.5K
|
11.8K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 4.37% |
$40.4K - $43.2K
|
31.4K
$916K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.43K- 1.9% |
$40.1K - $43K
|
73.7K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.4K- 3.65% |
$39.4K - $42.2K
|
36.9K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.4K- 8.98% |
$39.3K - $42.1K
|
14.2K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.39K- 3.91% |
$39.2K - $42K
|
34.3K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-1.37K- 7.54% |
$38.4K - $41.1K
|
16.7K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.36K- 2.94% |
$38.2K - $40.9K
|
44.8K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.33K- 1.67% |
$37.4K - $40.1K
|
78.3K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.33K- 3.47% |
$37.4K - $40K
|
36.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 1.37% |
$36.3K - $38.8K
|
92.9K
$2.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.27K- 0.36% |
$35.6K - $38.1K
|
349K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 4.23% |
$34.8K - $37.3K
|
28K
$816K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.21K- 3.68% |
$34.1K - $36.5K
|
31.7K
$925K
|
|