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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-920- 15.93% |
$69.4K - $76.5K
|
4.86K
$138K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.89K+ 2.12% |
$143K - $157K
|
91.1K
$2.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 17.93% |
$2.49K - $2.74K
|
151
$4.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
560+ 0.41% |
$42.3K - $46.6K
|
138K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.58KNew |
$497K - $548K
|
6.58K
$188K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.02% |
$75.5 - $83.2
|
5.8K
$165K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9.74K+ 200.0% |
$735K - $810K
|
14.6K
$416K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.88K+ 132.17% |
$444K - $489K
|
10.3K
$294K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 34.97% |
$31.1K - $34.3K
|
766
$21.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.3K- 54.51% |
$400K - $440K
|
4.42K
$126K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.28% |
$755 - $832
|
3.52K
$100K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 1.07% |
$7.55K - $8.32K
|
9.23K
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.44K- 4.13% |
$184K - $203K
|
56.5K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.2K- 12.81% |
$393K - $433K
|
35.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-61- 1.9% |
$4.6K - $5.07K
|
3.15K
$89.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
747+ 10.45% |
$56.4K - $62.1K
|
7.89K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
995+ 24.27% |
$75.1K - $82.8K
|
5.1K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-7- 0.17% |
$528 - $582
|
4K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 55.81% |
$124K - $137K
|
1.31K
$37.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 14.18% |
$79.6K - $87.8K
|
8.49K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.45K+ 6.29% |
$185K - $204K
|
41.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$185K - $203K
|
2.45K
$69.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.6K+ 33.36% |
$2.39M - $2.63M
|
126K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 7.09% |
$853K - $941K
|
148K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
179+ 5.74% |
$13.5K - $14.9K
|
3.3K
$94K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-20.9K- 57.56% |
$1.58M - $1.74M
|
15.4K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.73K+ 2.85% |
$357K - $394K
|
170K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
82+ 0.09% |
$6.19K - $6.82K
|
88.3K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.4K- 1.88% |
$2.14M - $2.36M
|
1.49M
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.56K+ 3.0% |
$269K - $296K
|
123K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.31KNew |
$250K - $275K
|
3.31K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 64.93% |
$2.25M - $2.48M
|
75.8K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
173+ 3.72% |
$13.1K - $14.4K
|
4.83K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147KNew |
$11.1M - $12.2M
|
147K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
145+ 2.31% |
$10.9K - $12.1K
|
6.44K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-173- 1.58% |
$13.1K - $14.4K
|
10.8K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44K+ 28.08% |
$3.32M - $3.66M
|
201K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-425- 16.3% |
$32.1K - $35.4K
|
2.18K
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.73K- 14.87% |
$206K - $227K
|
15.6K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 22.95% |
$151K - $167K
|
6.72K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
46.3K+ 101.46% |
$3.49M - $3.85M
|
91.9K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68K+ 46.87% |
$353K - $389K
|
14.7K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.4K+ 2.59% |
$6.22M - $6.85M
|
3.26M
$92.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 202.65% |
$772K - $851K
|
15.3K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.14K+ 22.89% |
$388K - $428K
|
27.6K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-623- 0.56% |
$47K - $51.8K
|
111K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 28.86% |
$1.29M - $1.42M
|
42K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$486K - $535K
|
6.43K
$183K
|