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 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
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-201- 30.88% |
$5.66K - $6.06K
|
450
$13.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-200- 0.71% |
$5.63K - $6.03K
|
27.8K
$811K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.97% |
$5.63K - $6.03K
|
20.4K
$594K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-197- 0.19% |
$5.55K - $5.94K
|
102K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-187- 0.74% |
$5.26K - $5.63K
|
25.1K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-185- 1.95% |
$5.21K - $5.57K
|
9.31K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.14% |
$5.12K - $5.48K
|
15.8K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-159- 0.36% |
$4.48K - $4.79K
|
44.4K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-156- 0.05% |
$4.39K - $4.7K
|
337K
$9.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-153- 0.56% |
$4.31K - $4.61K
|
27.1K
$791K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-137- 6.31% |
$3.86K - $4.13K
|
2.04K
$59.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-134- 1.05% |
$3.77K - $4.04K
|
12.6K
$367K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-129- 5.38% |
$3.63K - $3.89K
|
2.27K
$66.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 0.33% |
$3.38K - $3.62K
|
35.9K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-111- 0.57% |
$3.12K - $3.34K
|
19.3K
$563K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-110- 1.53% |
$3.1K - $3.31K
|
7.09K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-109- 0.74% |
$3.07K - $3.28K
|
14.7K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.09% |
$3.01K - $3.22K
|
117K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-97- 0.42% |
$2.73K - $2.92K
|
22.8K
$665K
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-94- 0.41% |
$2.65K - $2.83K
|
22.6K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-90- 0.48% |
$2.53K - $2.71K
|
18.8K
$549K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-86- 1.11% |
$2.42K - $2.59K
|
7.69K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-81- 0.12% |
$2.28K - $2.44K
|
67.3K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-80- 0.75% |
$2.25K - $2.41K
|
10.6K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-80- 0.69% |
$2.25K - $2.41K
|
11.5K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.08% |
$2.17K - $2.32K
|
99.1K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.63% |
$2.11K - $2.26K
|
11.8K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.27% |
$2.05K - $2.2K
|
26.7K
$779K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-70- 0.17% |
$1.97K - $2.11K
|
39.9K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-69- 0.58% |
$1.94K - $2.08K
|
11.8K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.14% |
$1.52K - $1.63K
|
39.7K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-52- 0.25% |
$1.46K - $1.57K
|
20.7K
$603K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-45- 0.19% |
$1.27K - $1.36K
|
23.8K
$693K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-37- 0.27% |
$1.04K - $1.11K
|
13.5K
$393K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.06% |
$1.04K - $1.11K
|
61.6K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 0.16% |
$1.01K - $1.08K
|
21.8K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.14% |
$985 - $1.05K
|
24.9K
$726K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-35- 0.19% |
$985 - $1.05K
|
18.6K
$543K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-34- 0.07% |
$957 - $1.02K
|
49.7K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-33- 0.04% |
$929 - $994
|
82K
$2.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 1.35% |
$732 - $783
|
1.9K
$55.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-23- 0.2% |
$647 - $693
|
11.4K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 0.1% |
$563 - $603
|
20.7K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13- 1.98% |
$366 - $392
|
642
$18.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-10- 2.86% |
$282 - $301
|
340
$9.91K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-8- 18.6% |
$225 - $241
|
35
$1.02K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$169 - $181
|
10.9K
$319K
|
|