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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.17K- 9.93% |
$32.8K - $35.1K
|
10.6K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.17K- 11.04% |
$32.8K - $35.1K
|
9.39K
$274K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.17K- 4.31% |
$32.8K - $35.1K
|
25.9K
$754K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.16K- 2.62% |
$32.8K - $35.1K
|
43.2K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.14K- 2.91% |
$32.2K - $34.4K
|
38.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.14K- 9.36% |
$32K - $34.3K
|
11K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.12K- 0.22% |
$31.5K - $33.7K
|
498K
$14.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 1.79% |
$31.3K - $33.5K
|
61.2K
$1.78M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 1.15% |
$31.3K - $33.5K
|
95.5K
$2.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.09K- 2.08% |
$30.7K - $32.9K
|
51.3K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.09K- 6.11% |
$30.7K - $32.8K
|
16.7K
$488K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.05K- 1.34% |
$29.7K - $31.8K
|
77.4K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 10.22% |
$29.2K - $31.2K
|
9.11K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.04K- 1.47% |
$29.1K - $31.2K
|
69.4K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.03K- 0.69% |
$29.1K - $31.1K
|
148K
$4.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-1.02K- 3.56% |
$28.6K - $30.6K
|
27.5K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-991- 11.73% |
$27.9K - $29.9K
|
7.46K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-936- 2.95% |
$26.3K - $28.2K
|
30.8K
$898K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-911- 3.55% |
$25.6K - $27.4K
|
24.8K
$723K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-909- 5.0% |
$25.6K - $27.4K
|
17.3K
$504K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-859- 0.83% |
$24.2K - $25.9K
|
103K
$3.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-837- 1.28% |
$23.6K - $25.2K
|
64.7K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-828- 1.37% |
$23.3K - $24.9K
|
59.5K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-784- 2.19% |
$22.1K - $23.6K
|
35K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-755- 1.26% |
$21.3K - $22.7K
|
59.1K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-750- 3.04% |
$21.1K - $22.6K
|
23.9K
$697K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-750- 6.16% |
$21.1K - $22.6K
|
11.4K
$333K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-744Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-743- 3.42% |
$20.9K - $22.4K
|
21K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-700- 7.61% |
$19.7K - $21.1K
|
8.5K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-688- 0.75% |
$19.4K - $20.7K
|
90.9K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-685- 2.23% |
$19.3K - $20.6K
|
30K
$875K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-681- 0.49% |
$19.2K - $20.5K
|
137K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-678- 0.74% |
$19.1K - $20.4K
|
90.8K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-656- 6.86% |
$18.5K - $19.8K
|
8.91K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-615- 0.81% |
$17.3K - $18.5K
|
74.9K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-606- 6.96% |
$17.1K - $18.3K
|
8.1K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-601- 2.48% |
$16.9K - $18.1K
|
23.7K
$690K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-600- 3.47% |
$16.9K - $18.1K
|
16.7K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-588- 4.9% |
$16.6K - $17.7K
|
11.4K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-587- 11.32% |
$16.5K - $17.7K
|
4.6K
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-578- 0.58% |
$16.3K - $17.4K
|
99.3K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-563- 3.14% |
$15.8K - $17K
|
17.4K
$506K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-561- 0.75% |
$15.8K - $16.9K
|
74.4K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-559- 22.5% |
$15.7K - $16.8K
|
1.93K
$56.1K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-528- 0.15% |
$14.9K - $15.9K
|
363K
$10.6M
|
|