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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 64.93% |
$2.25M - $2.48M
|
75.8K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
173+ 3.72% |
$13.1K - $14.4K
|
4.83K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147KNew |
$11.1M - $12.2M
|
147K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
145+ 2.31% |
$10.9K - $12.1K
|
6.44K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-173- 1.58% |
$13.1K - $14.4K
|
10.8K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44K+ 28.08% |
$3.32M - $3.66M
|
201K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68K+ 46.87% |
$353K - $389K
|
14.7K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 202.65% |
$772K - $851K
|
15.3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.14K+ 22.89% |
$388K - $428K
|
27.6K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 28.86% |
$1.29M - $1.42M
|
42K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$486K - $535K
|
6.43K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 8.03% |
$149K - $164K
|
26.5K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2KNew |
$771K - $849K
|
10.2K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 1.07% |
$600K - $661K
|
735K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.5KNew |
$189K - $208K
|
2.5K
$72K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-6.12K- 60.31% |
$462K - $509K
|
4.03K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123+ 0.35% |
$9.28K - $10.2K
|
34.9K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
833+ 5.02% |
$62.9K - $69.3K
|
17.4K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
23+ 0.67% |
$1.74K - $1.91K
|
3.46K
$99.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32K- 30.78% |
$2.42M - $2.66M
|
72K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.71K- 6.04% |
$205K - $225K
|
42.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22K- 1.64% |
$319K - $351K
|
253K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41K- 0.41% |
$106K - $117K
|
342K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$76.4K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.44K+ 1.19% |
$108K - $119K
|
122K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-993- 3.2% |
$74.9K - $82.6K
|
30K
$863K
|
|
|
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
$39.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.63K+ 100.03% |
$576K - $634K
|
15.3K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-774- 22.23% |
$58.4K - $64.4K
|
2.71K
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.85% |
$2.65M - $2.92M
|
566K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
94.4K+ 9262.12% |
$7.12M - $7.85M
|
95.4K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.56K+ 18.65% |
$118K - $130K
|
9.93K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
82+ 0.25% |
$6.19K - $6.82K
|
33.5K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-608- 6.61% |
$45.9K - $50.6K
|
8.59K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 2.08% |
$68.3K - $75.3K
|
44.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-817- 11.68% |
$61.7K - $68K
|
6.18K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-87- 2.91% |
$6.57K - $7.24K
|
2.9K
$83.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9K- 45.95% |
$2.18M - $2.41M
|
34K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.5KNew |
$189K - $208K
|
2.5K
$71.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.4K+ 6.68% |
$181K - $200K
|
38.3K
$1.1M
|
|
|
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
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
733+ 0.92% |
$55.3K - $61K
|
80.8K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45- 0.25% |
$3.4K - $3.74K
|
18K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.9K- 63.33% |
$143K - $158K
|
1.1K
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1.25% |
$104K - $115K
|
112K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.16% |
$1.06K - $1.16K
|
8.93K
$257K
|