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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 8.98% |
$1.47M - $1.62M
|
237K
$6.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-419- 4.46% |
$31.6K - $34.9K
|
8.98K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-129- 0.84% |
$9.74K - $10.7K
|
15.3K
$442K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-164- 0.29% |
$12.4K - $13.6K
|
56.8K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-15- 0.2% |
$1.13K - $1.25K
|
7.57K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-776- 1.72% |
$58.6K - $64.5K
|
44.4K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-408- 0.87% |
$30.8K - $33.9K
|
46.6K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.1K- 64.5% |
$1.9M - $2.09M
|
13.8K
$400K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
819+ 23.84% |
$61.8K - $68.1K
|
4.26K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.55K+ 2.99% |
$192K - $212K
|
87.8K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
198New |
$14.9K - $16.5K
|
198
$5.73K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
169+ 0.64% |
$12.8K - $14.1K
|
26.6K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.52KNew |
$341K - $376K
|
4.52K
$131K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.33K+ 3.15% |
$100K - $110K
|
43.6K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.79K+ 31.44% |
$286K - $315K
|
15.8K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-44- 0.34% |
$3.32K - $3.66K
|
12.8K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.99K- 1.9% |
$452K - $498K
|
310K
$8.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.9KNew |
$219K - $241K
|
2.9K
$83.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.38K- 3.88% |
$255K - $281K
|
83.9K
$2.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.08% |
$981 - $1.08K
|
16K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 1.36% |
$2.79K - $3.08K
|
2.68K
$77.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-61- 0.33% |
$4.6K - $5.07K
|
18.5K
$535K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 179.43% |
$1.49M - $1.64M
|
30.7K
$888K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.14KNew |
$464K - $511K
|
6.14K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-427- 10.56% |
$32.2K - $35.5K
|
3.62K
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 0.48% |
$4.98K - $5.49K
|
13.7K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
17.1K+ 5.3% |
$1.29M - $1.43M
|
341K
$9.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 1.64% |
$1.13K - $1.25K
|
931
$26.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.17K- 11.95% |
$466K - $513K
|
45.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.74K- 9.32% |
$131K - $145K
|
16.9K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 1.71% |
$162K - $179K
|
124K
$3.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-989- 3.59% |
$74.6K - $82.3K
|
26.5K
$768K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.32KNew |
$99.6K - $110K
|
1.32K
$38.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$71.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.1% |
$679 - $749
|
8.73K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 0.03% |
$453 - $499
|
20.6K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.78% |
$151 - $166
|
258
$7.47K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-731- 0.34% |
$55.2K - $60.8K
|
213K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-303- 3.67% |
$22.9K - $25.2K
|
7.96K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.24K+ 5.6% |
$698K - $769K
|
174K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 2.25% |
$1.09M - $1.21M
|
660K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.5KNew |
$868K - $957K
|
11.5K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-140- 1.63% |
$10.6K - $11.6K
|
8.46K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.49K+ 0.82% |
$113K - $124K
|
184K
$5.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
187New |
$14.1K - $15.6K
|
187
$5.41K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.51K+ 5.28% |
$190K - $209K
|
50.1K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.4K- 3.16% |
$257K - $283K
|
104K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333K+ 3072.39% |
$25.1M - $27.7M
|
344K
$9.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
18+ 0.53% |
$1.36K - $1.5K
|
3.42K
$99K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.47% |
$2.26K - $2.5K
|
6.41K
$186K
|