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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-348- 10.43% |
$26.3K - $28.3K
|
2.99K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10.1KNew |
$768K - $824K
|
10.1K
$843K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-30- 0.38% |
$2.27K - $2.44K
|
7.78K
$646K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.27K+ 22.9% |
$172K - $185K
|
12.2K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51New |
$3.86K - $4.14K
|
51
$4.24K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.95K+ 4.03% |
$753K - $808K
|
257K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.79K+ 2.07% |
$211K - $227K
|
138K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-59- 0.17% |
$4.47K - $4.79K
|
35.1K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215K+ 435.45% |
$16.3M - $17.5M
|
265K
$22M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.82K- 8.05% |
$289K - $310K
|
43.7K
$3.63M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
235+ 3.03% |
$17.8K - $19.1K
|
7.99K
$663K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-437- 3.74% |
$33.1K - $35.5K
|
11.2K
$934K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 20.71% |
$197K - $212K
|
9.98K
$829K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41- 0.29% |
$3.1K - $3.33K
|
14K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.21K+ 6.86% |
$91.7K - $98.3K
|
18.9K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-36- 0.73% |
$2.72K - $2.92K
|
4.87K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10.2K+ 18.7% |
$770K - $825K
|
64.5K
$5.36M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-857- 2.35% |
$64.9K - $69.6K
|
35.6K
$2.95M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.37K- 60.33% |
$406K - $436K
|
3.53K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 1.65% |
$173K - $186K
|
137K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41- 0.21% |
$3.1K - $3.33K
|
19.8K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-64- 0.69% |
$4.84K - $5.2K
|
9.2K
$764K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.24K+ 15.22% |
$245K - $263K
|
24.5K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 33.45% |
$1.66M - $1.78M
|
43.6K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 1.35% |
$151 - $162
|
146
$12.1K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 38.01% |
$216K - $232K
|
4.65K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.52K+ 4.41% |
$115K - $123K
|
35.9K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-583- 12.63% |
$44.1K - $47.3K
|
4.03K
$335K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.24KNew |
$624K - $669K
|
8.24K
$684K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29K+ 56.91% |
$2.2M - $2.36M
|
80K
$6.65M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.23K+ 8.02% |
$93.3K - $100K
|
16.6K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 4.36% |
$11.1K - $11.9K
|
3.2K
$266K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.1K- 60.07% |
$2.05M - $2.2M
|
18K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.4K+ 400.0% |
$182K - $195K
|
3K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-219- 3.75% |
$16.6K - $17.8K
|
5.62K
$467K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-244- 7.52% |
$18.5K - $19.8K
|
3K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.8K+ 155.89% |
$136K - $146K
|
2.95K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
174+ 1.2% |
$13.2K - $14.1K
|
14.7K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-441- 3.71% |
$33.4K - $35.8K
|
11.4K
$950K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-457- 6.01% |
$34.6K - $37.1K
|
7.15K
$594K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
931+ 10.53% |
$70.5K - $75.6K
|
9.77K
$811K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.32K- 13.64% |
$706K - $757K
|
59K
$4.9M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.8K- 11.08% |
$1.04M - $1.12M
|
111K
$9.19M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.91KNew |
$674K - $723K
|
8.91K
$740K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
212+ 0.3% |
$16K - $17.2K
|
70.6K
$5.86M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-96- 0.98% |
$7.27K - $7.79K
|
9.74K
$809K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1K+ 5.86% |
$839K - $900K
|
200K
$16.6M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-331Closed |
$25.1K - $26.9K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-212- 0.64% |
$16K - $17.2K
|
33K
$2.74M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-530- 5.17% |
$40.1K - $43K
|
9.71K
$807K
|