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 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-202K- 94.91% |
$15.3M - $16.4M
|
10.8K
$901K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
80+ 0.01% |
$6.06K - $6.5K
|
590K
$49M
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-27.2K- 16.82% |
$2.06M - $2.21M
|
134K
$11.2M
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-38.9K- 13.13% |
$2.94M - $3.16M
|
257K
$21.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69.3K- 3.24% |
$5.24M - $5.62M
|
2.07M
$172M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98+ 3.15% |
$7.42K - $7.96K
|
3.21K
$266K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$448K - $480K
|
5.92K
$491K
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-277- 0.79% |
$21K - $22.5K
|
34.8K
$2.89M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.76K- 27.7% |
$361K - $387K
|
12.4K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-410- 11.58% |
$31K - $33.3K
|
3.13K
$260K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
317+ 0.52% |
$24K - $25.7K
|
60.9K
$5.06M
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.18% |
$3.03K - $3.25K
|
22.5K
$1.86M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-600- 3.41% |
$45.4K - $48.7K
|
17K
$1.41M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 1.18% |
$9.84K - $10.6K
|
11.2K
$927K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.05K+ 2.95% |
$155K - $166K
|
71.5K
$5.94M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 410.0% |
$3.1K - $3.33K
|
51
$4.24K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-450- 0.9% |
$34.1K - $36.5K
|
49.3K
$4.09M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.72KNew |
$130K - $139K
|
1.72K
$143K
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5- 0.17% |
$378 - $406
|
2.96K
$245K
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
79+ 3.07% |
$5.98K - $6.41K
|
2.65K
$220K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.3K+ 2.97% |
$174K - $187K
|
79.8K
$6.62M
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
276+ 3.58% |
$20.9K - $22.4K
|
7.98K
$663K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
141+ 3.64% |
$10.7K - $11.4K
|
4.01K
$333K
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
737+ 13.96% |
$55.8K - $59.8K
|
6.02K
$500K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.65K+ 35.71% |
$201K - $215K
|
10.1K
$837K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-25- 0.28% |
$1.89K - $2.03K
|
8.75K
$727K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.76K+ 2.08% |
$133K - $143K
|
86.3K
$7.17M
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.31K- 3.76% |
$98.9K - $106K
|
33.4K
$2.77M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-416- 2.25% |
$31.5K - $33.8K
|
18.1K
$1.5M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.31K+ 0.64% |
$175K - $187K
|
363K
$30.1M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.64K- 0.77% |
$124K - $133K
|
211K
$17.5M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.66K+ 3.22% |
$201K - $216K
|
85.2K
$7.08M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.52K+ 14.86% |
$342K - $367K
|
35K
$2.9M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-716- 2.54% |
$54.2K - $58.1K
|
27.5K
$2.29M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.5K+ 18.0% |
$3.59M - $3.85M
|
311K
$25.8M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
812+ 13.32% |
$61.5K - $65.9K
|
6.91K
$574K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
304+ 1.96% |
$23K - $24.7K
|
15.8K
$1.31M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.21K- 3.07% |
$243K - $261K
|
101K
$8.41M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.57K+ 4.09% |
$724K - $777K
|
244K
$20.2M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4K+ 2.75% |
$303K - $325K
|
150K
$12.4M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-625- 0.92% |
$47.3K - $50.7K
|
67.5K
$5.61M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
16.1K+ 3.47% |
$1.22M - $1.31M
|
481K
$40M
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 8.46% |
$325K - $349K
|
55K
$4.57M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
846+ 1.42% |
$64K - $68.7K
|
60.3K
$5.01M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.26K- 10.18% |
$246K - $264K
|
28.7K
$2.39M
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-606- 3.83% |
$45.9K - $49.2K
|
15.2K
$1.26M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-330- 0.16% |
$25K - $26.8K
|
203K
$16.8M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-16.4K- 9.69% |
$1.24M - $1.33M
|
153K
$12.7M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.3K- 11.79% |
$98.3K - $105K
|
9.72K
$807K
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.12K- 7.55% |
$161K - $172K
|
26K
$2.16M
|