Latest Institutional Transactions on Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-39.1K- 36.17% |
$2.96M - $3.18M
|
69.1K
$5.74M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
209+ 6.12% |
$15.8K - $17K
|
3.62K
$301K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.17K+ 39.02% |
$88.5K - $94.9K
|
4.17K
$346K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$3.94M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
37.1KNew |
$2.81M - $3.01M
|
37.1K
$3.08M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
289+ 7.7% |
$21.9K - $23.5K
|
4.04K
$336K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
838+ 1.85% |
$63.4K - $68K
|
46.2K
$3.83M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.29K+ 34.47% |
$97.6K - $105K
|
5.03K
$418K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
980New |
$74.2K - $79.6K
|
980
$81.4K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 4.13% |
$1.02M - $1.09M
|
312K
$25.9M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124K+ 7.22% |
$9.37M - $10M
|
1.84M
$153M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-637- 0.66% |
$48.2K - $51.7K
|
95.6K
$7.94M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 13.71% |
$165K - $177K
|
13.7K
$1.14M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.42K - $2.6K
|
32
$2.66K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5K- 29.53% |
$378K - $406K
|
11.9K
$991K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.9K+ 24.51% |
$749K - $804K
|
50.3K
$4.18M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7- 0.22% |
$530 - $568
|
3.21K
$266K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.18% |
$7.42K - $7.96K
|
8.24K
$684K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 82.54% |
$2.15M - $2.31M
|
63K
$5.23M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.2K- 17.14% |
$90.8K - $97.4K
|
5.8K
$482K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83.7K- 0.83% |
$6.33M - $6.79M
|
10M
$834M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61- 22.43% |
$4.62K - $4.95K
|
211
$17.5K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
574K+ 33.64% |
$43.5M - $46.6M
|
2.28M
$190M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 0.55% |
$2.88K - $3.09K
|
7K
$581K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.57K+ 6.66% |
$422K - $452K
|
89.2K
$7.41M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-118- 4.09% |
$8.93K - $9.58K
|
2.77K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
220+ 8.25% |
$16.7K - $17.9K
|
2.89K
$240K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.19K+ 37.99% |
$468K - $502K
|
22.5K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 14.58% |
$166K - $178K
|
12.9K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.25K+ 67.02% |
$94.8K - $102K
|
3.12K
$259K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.01KNew |
$152K - $163K
|
2.01K
$167K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 12.1% |
$1.3M - $1.4M
|
159K
$13.2M
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
36.4KNew |
$2.75M - $2.95M
|
36.4K
$3.02M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
24.8KNew |
$1.88M - $2.01M
|
24.8K
$2.06M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.4K+ 25.05% |
$1.92M - $2.06M
|
127K
$10.5M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
152K+ 0.72% |
$11.5M - $12.4M
|
21.2M
$1.76B
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
198+ 40.49% |
$15K - $16.1K
|
687
$57.1K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.84K+ 11.76% |
$366K - $393K
|
46K
$3.82M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.07% |
$77.7K - $83.3K
|
94.8K
$7.88M
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-131K- 70.37% |
$9.92M - $10.6M
|
55.2K
$4.58M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-345- 2.46% |
$26.1K - $28K
|
13.7K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-320- 5.74% |
$24.2K - $26K
|
5.25K
$436K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 26.56% |
$4.59M - $4.92M
|
289K
$24M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.33K+ 7.65% |
$706K - $758K
|
131K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.32K- 1.17% |
$99.5K - $107K
|
112K
$9.26M
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-121- 2.58% |
$9.16K - $9.82K
|
4.57K
$380K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.44K+ 35.8% |
$109K - $117K
|
5.46K
$453K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.61K+ 4.35% |
$349K - $374K
|
111K
$9.18M
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.39KNew |
$257K - $275K
|
3.39K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-173K- 18.87% |
$13.1M - $14M
|
743K
$61.7M
|