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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 0.23% |
$2.72K - $2.92K
|
16K
$1.33M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 57.1% |
$363K - $389K
|
3.6K
$299K
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
181+ 1.05% |
$13.7K - $14.7K
|
17.5K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-652- 2.35% |
$49.3K - $52.9K
|
27.1K
$2.25M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
173+ 0.35% |
$13.1K - $14K
|
49.9K
$4.14M
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
233+ 7.46% |
$17.6K - $18.9K
|
3.36K
$279K
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.11% |
$227 - $244
|
2.68K
$222K
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.37K+ 7.0% |
$255K - $274K
|
51.6K
$4.28M
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.57K+ 1.15% |
$119K - $127K
|
138K
$11.4M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-31- 0.13% |
$2.35K - $2.52K
|
23.8K
$1.97M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
60+ 1.57% |
$4.54K - $4.87K
|
3.88K
$322K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-980- 3.48% |
$74.2K - $79.6K
|
27.2K
$2.26M
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
70+ 1.47% |
$5.3K - $5.68K
|
4.84K
$402K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.18K- 13.02% |
$695K - $745K
|
61.3K
$5.09M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-238- 3.28% |
$18K - $19.3K
|
7.02K
$583K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.56K- 20.06% |
$118K - $126K
|
6.21K
$516K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.4K+ 7.72% |
$182K - $195K
|
33.5K
$2.78M
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
198+ 1.1% |
$15K - $16.1K
|
18.3K
$1.52M
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-235- 2.76% |
$17.8K - $19.1K
|
8.27K
$687K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.72KNew |
$206K - $221K
|
2.72K
$226K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 38.46% |
$15.1K - $16.2K
|
320
$26.6K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.81K+ 1.61% |
$137K - $147K
|
114K
$9.46M
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 4.78% |
$81K - $86.9K
|
23.5K
$1.95M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 2.22% |
$125K - $134K
|
72.9K
$6.06M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-845- 8.27% |
$64K - $68.6K
|
9.37K
$778K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681+ 19.92% |
$51.5K - $55.3K
|
4.1K
$341K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-720- 0.92% |
$54.5K - $58.5K
|
77.7K
$6.45M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-257- 0.55% |
$19.5K - $20.9K
|
46.3K
$3.84M
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
591+ 0.52% |
$44.7K - $48K
|
113K
$9.43M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.14% |
$757 - $812
|
7K
$581K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42+ 0.04% |
$3.18K - $3.41K
|
101K
$8.35M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 28.27% |
$101K - $109K
|
6.08K
$505K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
402+ 3.9% |
$30.4K - $32.6K
|
10.7K
$889K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.07% |
$9.08K - $9.74K
|
5.68K
$471K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.65K- 11.29% |
$276K - $297K
|
28.7K
$2.38M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-440- 0.37% |
$33.3K - $35.7K
|
117K
$9.72M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-146- 5.32% |
$11.1K - $11.9K
|
2.6K
$216K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-62- 0.61% |
$4.69K - $5.03K
|
10.1K
$841K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-475- 4.17% |
$36K - $38.6K
|
10.9K
$908K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
713+ 0.58% |
$54K - $57.9K
|
123K
$10.2M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.7K+ 3.35% |
$432K - $463K
|
176K
$14.6M
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
15+ 0.37% |
$1.14K - $1.22K
|
4.06K
$337K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-26- 0.03% |
$1.97K - $2.11K
|
77.3K
$6.42M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-417- 34.43% |
$31.6K - $33.9K
|
794
$65.9K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-370- 3.58% |
$28K - $30K
|
9.96K
$827K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.2% |
$4.54K - $4.87K
|
2.67K
$222K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.79K+ 2.25% |
$136K - $145K
|
81.3K
$6.75M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-417- 2.47% |
$31.6K - $33.9K
|
16.5K
$1.37M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.01K- 22.39% |
$227K - $244K
|
10.4K
$865K
|