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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.42K- 2.66% |
$334K - $368K
|
162K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.16K+ 67.53% |
$314K - $346K
|
10.3K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.98K+ 6.5% |
$602K - $664K
|
131K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 80.69% |
$784K - $864K
|
2.49K
$71.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 1.61% |
$843K - $930K
|
707K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-345- 1.38% |
$26K - $28.7K
|
24.7K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.7KNew |
$430K - $474K
|
5.7K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-57- 0.42% |
$4.3K - $4.74K
|
13.6K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.52% |
$14.2K - $15.6K
|
12.2K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
493+ 6.17% |
$37.2K - $41K
|
8.48K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-33.3K- 25.35% |
$2.51M - $2.77M
|
98K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 49.43% |
$11.6M - $12.8M
|
158K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164+ 23.87% |
$12.4K - $13.6K
|
851
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$151 - $166
|
10.8K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-540- 7.73% |
$40.8K - $44.9K
|
6.45K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-487- 3.78% |
$36.8K - $40.5K
|
12.4K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.42KNew |
$183K - $201K
|
2.42K
$70K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.78K- 6.23% |
$361K - $398K
|
72K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31M+ 261.72% |
$98.8M - $109M
|
1.81M
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.7K- 10.38% |
$1.56M - $1.72M
|
178K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
203+ 1.92% |
$15.3K - $16.9K
|
10.8K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 2.84% |
$130K - $144K
|
59.1K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-354- 3.93% |
$26.7K - $29.4K
|
8.65K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.31K- 1.96% |
$99.1K - $109K
|
65.6K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.13K+ 510.74% |
$463K - $510K
|
7.34K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
65New |
$4.91K - $5.41K
|
65
$1.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 0.04% |
$453 - $499
|
13.6K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
177+ 129.2% |
$13.4K - $14.7K
|
314
$9.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-768- 6.65% |
$58K - $63.9K
|
10.8K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 11.39% |
$51.8K - $57.1K
|
5.34K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.34KNew |
$630K - $694K
|
8.34K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.71M+ 22.19% |
$355M - $392M
|
25.9M
$750M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.89K- 1.52% |
$218K - $240K
|
187K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 10.08% |
$189K - $208K
|
22.3K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-517- 6.31% |
$39K - $43K
|
7.68K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.84K- 96.42% |
$441K - $486K
|
217
$6.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.4K+ 3.92% |
$6.74M - $7.43M
|
2.37M
$68.6M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-840- 2.55% |
$63.4K - $69.9K
|
32.1K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
509+ 9.33% |
$38.4K - $42.3K
|
5.97K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 9.29% |
$249K - $275K
|
32.3K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.34KNew |
$630K - $694K
|
8.34K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.11K- 81.95% |
$159K - $176K
|
465
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
81.1KNew |
$6.12M - $6.75M
|
81.1K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14+ 0.2% |
$1.06K - $1.16K
|
7.06K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.81K+ 10.18% |
$438K - $483K
|
62.8K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 93.21% |
$844K - $930K
|
23.2K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.47K+ 18.69% |
$186K - $205K
|
15.7K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.9K- 7.87% |
$1.05M - $1.16M
|
163K
$4.71M
|