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 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.26% |
$227 - $244
|
1.18K
$97.8K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.67K+ 4.98% |
$354K - $379K
|
98.5K
$8.18M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9K- 6.72% |
$900K - $965K
|
165K
$13.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.97K+ 1.57% |
$754K - $809K
|
645K
$53.6M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.7K+ 4.0% |
$1.87M - $2.01M
|
642K
$53.3M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
213K+ 1245.91% |
$16.1M - $17.3M
|
230K
$19.1M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
778+ 1.79% |
$58.9K - $63.2K
|
44.2K
$3.67M
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1.07K- 3.55% |
$81K - $86.9K
|
29K
$2.41M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.07K+ 20.05% |
$384K - $412K
|
30.4K
$2.52M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-414- 1.03% |
$31.3K - $33.6K
|
39.8K
$3.31M
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-82- 0.09% |
$6.21K - $6.66K
|
87.3K
$7.25M
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
63+ 1.41% |
$4.77K - $5.11K
|
4.54K
$377K
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.15K- 0.99% |
$87.3K - $93.7K
|
115K
$9.56M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.62% |
$14.4K - $15.4K
|
11.5K
$959K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-447- 2.14% |
$33.8K - $36.3K
|
20.5K
$1.7M
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-931- 1.57% |
$70.5K - $75.6K
|
58.6K
$4.86M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
63+ 2.5% |
$4.77K - $5.11K
|
2.58K
$214K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 1.59% |
$119K - $128K
|
100K
$8.34M
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-234- 3.92% |
$17.7K - $19K
|
5.74K
$477K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
164+ 0.6% |
$12.4K - $13.3K
|
27.3K
$2.27M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.05K+ 7.27% |
$155K - $166K
|
30.2K
$2.51M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
408+ 2.68% |
$30.9K - $33.1K
|
15.6K
$1.3M
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-675- 0.87% |
$51.1K - $54.8K
|
77.1K
$6.4M
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.34K- 4.76% |
$253K - $271K
|
66.9K
$5.55M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.9K+ 1.94% |
$220K - $236K
|
152K
$12.7M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.9KNew |
$975K - $1.05M
|
12.9K
$1.07M
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-6.07K- 51.44% |
$459K - $492K
|
5.73K
$476K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-747- 1.27% |
$56.5K - $60.6K
|
57.9K
$4.81M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-448- 0.63% |
$33.9K - $36.4K
|
70.6K
$5.86M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-36- 6.09% |
$2.72K - $2.92K
|
555
$46.1K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-566- 57.64% |
$42.8K - $46K
|
416
$34.6K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.65K- 9.15% |
$428K - $459K
|
56.1K
$4.66M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.44% |
$1.67K - $1.79K
|
4.97K
$412K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.27KNew |
$399K - $428K
|
5.27K
$438K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.06K- 5.42% |
$307K - $330K
|
70.9K
$5.89M
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
320+ 11.91% |
$24.2K - $26K
|
3.01K
$250K
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.51K- 7.39% |
$114K - $122K
|
18.9K
$1.57M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 4.17% |
$483K - $518K
|
147K
$12.2M
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-112- 3.83% |
$8.48K - $9.09K
|
2.81K
$233K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.33K- 7.97% |
$177K - $189K
|
27K
$2.24M
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 0.59% |
$2.8K - $3K
|
6.19K
$514K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.43K- 7.11% |
$108K - $116K
|
18.7K
$1.55M
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.12K- 4.48% |
$84.6K - $90.8K
|
23.9K
$1.98M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28.3K+ 61.51% |
$2.14M - $2.3M
|
74.4K
$6.18M
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-192- 0.08% |
$14.5K - $15.6K
|
231K
$19.2M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.5K+ 1.17% |
$265K - $284K
|
303K
$25.1M
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-277- 7.46% |
$21K - $22.5K
|
3.43K
$285K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 1.01% |
$75.7 - $81.2
|
98
$8.14K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.71% |
$186K - $199K
|
25.7K
$2.13M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.91% |
$378 - $406
|
555
$46.1K
|