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 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-515- 1.63% |
$14.5K - $15.5K
|
31.1K
$908K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-514- 2.75% |
$14.5K - $15.5K
|
18.2K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-510- 2.86% |
$14.4K - $15.4K
|
17.3K
$506K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.39% |
$14K - $15K
|
35.3K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-492- 6.73% |
$13.8K - $14.8K
|
6.82K
$199K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-491- 2.17% |
$13.8K - $14.8K
|
22.2K
$647K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-488- 2.52% |
$13.7K - $14.7K
|
18.8K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-471- 2.89% |
$13.3K - $14.2K
|
15.8K
$461K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-468- 4.57% |
$13.2K - $14.1K
|
9.78K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-437- 0.09% |
$12.3K - $13.2K
|
499K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-430- 0.71% |
$12.1K - $13K
|
59.9K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-405- 4.41% |
$11.4K - $12.2K
|
8.78K
$256K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-403- 0.37% |
$11.3K - $12.1K
|
110K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-401- 0.89% |
$11.3K - $12.1K
|
44.6K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-400- 1.19% |
$11.3K - $12.1K
|
33.2K
$967K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-400- 1.88% |
$11.3K - $12.1K
|
20.8K
$607K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-395- 1.19% |
$11.1K - $11.9K
|
32.8K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-393- 1.01% |
$11.1K - $11.8K
|
38.5K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 35.03% |
$11.1K - $11.8K
|
729
$21.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-388- 4.42% |
$10.9K - $11.7K
|
8.39K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-387- 0.98% |
$10.9K - $11.7K
|
39.3K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-386- 4.58% |
$10.9K - $11.6K
|
8.04K
$234K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-378- 1.2% |
$10.6K - $11.4K
|
31K
$904K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-376- 0.26% |
$10.6K - $11.3K
|
142K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-372- 0.41% |
$10.5K - $11.2K
|
89.8K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-354- 0.53% |
$9.97K - $10.7K
|
67K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-350- 16.43% |
$9.85K - $10.5K
|
1.78K
$51.9K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-345- 2.38% |
$9.71K - $10.4K
|
14.1K
$412K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-342- 0.9% |
$9.63K - $10.3K
|
37.5K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-339- 0.13% |
$9.54K - $10.2K
|
256K
$7.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-337- 2.37% |
$9.49K - $10.2K
|
13.9K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-335- 30.79% |
$9.43K - $10.1K
|
753
$22K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-327- 0.69% |
$9.21K - $9.85K
|
47.2K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-315- 0.79% |
$8.87K - $9.49K
|
39.5K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-310- 0.67% |
$8.73K - $9.34K
|
46.1K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-309- 2.68% |
$8.7K - $9.31K
|
11.2K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-308- 1.48% |
$8.67K - $9.28K
|
20.5K
$598K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-296- 1.22% |
$8.33K - $8.92K
|
24K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-295- 1.01% |
$8.3K - $8.89K
|
28.9K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-293- 3.59% |
$8.25K - $8.83K
|
7.86K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-292- 0.5% |
$8.22K - $8.8K
|
57.8K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-291- 3.85% |
$8.19K - $8.77K
|
7.28K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 1.79% |
$8.05K - $8.62K
|
15.7K
$458K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-284- 0.68% |
$7.99K - $8.56K
|
41.2K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-258- 0.24% |
$7.26K - $7.77K
|
108K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-254- 1.88% |
$7.15K - $7.65K
|
13.3K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-251- 0.94% |
$7.07K - $7.56K
|
26.6K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-235- 0.41% |
$6.62K - $7.08K
|
57.1K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-215- 0.68% |
$6.05K - $6.48K
|
31.3K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-214- 0.37% |
$6.02K - $6.45K
|
57.7K
$1.68M
|
|