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 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.19% |
$453 - $499
|
3.11K
$89.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
19+ 0.46% |
$1.43K - $1.58K
|
4.13K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
289+ 26.42% |
$21.8K - $24K
|
1.38K
$40K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.63K+ 100.03% |
$576K - $634K
|
15.3K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-774- 22.23% |
$58.4K - $64.4K
|
2.71K
$78.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.85% |
$2.65M - $2.92M
|
566K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
94.4K+ 9262.12% |
$7.12M - $7.85M
|
95.4K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.56K+ 18.65% |
$118K - $130K
|
9.93K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
82+ 0.25% |
$6.19K - $6.82K
|
33.5K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-608- 6.61% |
$45.9K - $50.6K
|
8.59K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 2.08% |
$68.3K - $75.3K
|
44.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-817- 11.68% |
$61.7K - $68K
|
6.18K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-87- 2.91% |
$6.57K - $7.24K
|
2.9K
$84K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9K- 45.95% |
$2.18M - $2.41M
|
34K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.5KNew |
$189K - $208K
|
2.5K
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.4K+ 6.68% |
$181K - $200K
|
38.3K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-362- 8.97% |
$27.3K - $30.1K
|
3.67K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.53K+ 42.8% |
$266K - $293K
|
11.8K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
733+ 0.92% |
$55.3K - $61K
|
80.8K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45- 0.25% |
$3.4K - $3.74K
|
18K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.9K- 63.33% |
$143K - $158K
|
1.1K
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1.25% |
$104K - $115K
|
112K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.16% |
$1.06K - $1.16K
|
8.93K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
256+ 121.33% |
$19.3K - $21.3K
|
467
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
682+ 6.07% |
$51.5K - $56.7K
|
11.9K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
224+ 1.88% |
$16.9K - $18.6K
|
12.2K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.23% |
$75.5 - $83.2
|
427
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
166+ 4.08% |
$12.5K - $13.8K
|
4.23K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$1.1M - $1.21M
|
14.6K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.48% |
$75.5 - $83.2
|
211
$6.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 74.07% |
$1.51K - $1.66K
|
7
$203
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.43K+ 2.43% |
$183K - $202K
|
102K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.69K- 4.32% |
$430K - $474K
|
126K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
328New |
$24.8K - $27.3K
|
328
$9.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-661- 10.65% |
$49.9K - $55K
|
5.55K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-741- 1.46% |
$55.9K - $61.6K
|
50.2K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 39.94% |
$83.5K - $92K
|
3.88K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27New |
$2.04K - $2.25K
|
27
$781
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.43K+ 49.64% |
$108K - $119K
|
4.32K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 3.12% |
$83.7K - $92.2K
|
36.7K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
15+ 0.31% |
$1.13K - $1.25K
|
4.88K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
289+ 2.38% |
$21.8K - $24K
|
12.4K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.19K+ 3.33% |
$316K - $348K
|
130K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-398- 2.42% |
$30K - $33.1K
|
16.1K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.8K- 9.35% |
$1.87M - $2.06M
|
240K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.57K- 49.97% |
$270K - $297K
|
3.58K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.5K+ 2.51% |
$189K - $208K
|
102K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.74% |
$604 - $665
|
1.08K
$31.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.15K- 35.8% |
$238K - $262K
|
5.66K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.19K- 74.48% |
$316K - $348K
|
1.43K
$41.5K
|