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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 19.08% |
$535K - $655K
|
99K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-17.9K- 22.74% |
$411K - $503K
|
61K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.5K- 99.7% |
$263K - $321K
|
34
$991
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.81K- 94.72% |
$156K - $191K
|
380
$11.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.6K- 2.73% |
$82.5K - $101K
|
128K
$3.74M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.1K- 25.45% |
$71K - $86.8K
|
9.07K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.75K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 8.16% |
$59.3K - $72.5K
|
29.1K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 0.8% |
$42.1K - $51.5K
|
229K
$6.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 4.82% |
$41.6K - $50.9K
|
35.8K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.57K- 94.05% |
$35.9K - $43.9K
|
99
$2.89K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.44K- 9.46% |
$33.1K - $40.5K
|
13.8K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 1.22% |
$28.2K - $34.6K
|
100K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.1K- 1.7% |
$25.3K - $30.9K
|
63.8K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-930- 7.34% |
$21.3K - $26.1K
|
11.7K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-702- 14.47% |
$16.1K - $19.7K
|
4.15K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-563- 26.14% |
$12.9K - $15.8K
|
1.59K
$46.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-470- 1.28% |
$10.8K - $13.2K
|
36.2K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-397- 2.72% |
$9.1K - $11.1K
|
14.2K
$414K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-325- 8.5% |
$7.45K - $9.12K
|
3.5K
$102K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.35% |
$6.88K - $8.42K
|
22K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-276- 56.1% |
$6.33K - $7.74K
|
216
$6.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-240- 1.43% |
$5.5K - $6.73K
|
16.5K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-163- 0.83% |
$3.74K - $4.57K
|
19.5K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-135- 0.52% |
$3.09K - $3.79K
|
25.8K
$751K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-80- 0.83% |
$1.83K - $2.24K
|
9.54K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-55- 0.3% |
$1.26K - $1.54K
|
18.5K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 4.21% |
$206 - $252
|
205
$5.98K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.75K
$226K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-36.7K- 37.12% |
$939K - $1.07M
|
62.2K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.8K- 29.09% |
$712K - $814K
|
67.8K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-18.5K- 52.15% |
$474K - $541K
|
17K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.5K- 21.94% |
$371K - $424K
|
51.6K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-14.3K- 4.33% |
$365K - $417K
|
315K
$9.2M
|
|
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-13.3K- 57.98% |
$341K - $389K
|
9.65K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.9K- 49.05% |
$278K - $318K
|
11.3K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.06K- 5.39% |
$155K - $177K
|
106K
$3.1M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$179K
|
|