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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-360- 5.2% |
$24K - $26.6K
|
6.56K
$190K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-238- 2.36% |
$15.9K - $17.6K
|
9.85K
$285K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
13.5KNew |
$902K - $1M
|
13.5K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 17.86% |
$334 - $370
|
23
$666
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
510New |
$34K - $37.7K
|
510
$14.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
172New |
$11.5K - $12.7K
|
172
$4.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.01K+ 7.23% |
$67.1K - $74.3K
|
14.9K
$432K
|
|
| Q2 2023 | |||||||
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.13KNew |
$204K - $222K
|
3.13K
$90.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
293+ 6.03% |
$19.1K - $20.8K
|
5.15K
$149K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
132+ 24.54% |
$8.62K - $9.38K
|
670
$19.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.51M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-324- 6.89% |
$21.2K - $23K
|
4.38K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
127New |
$8.29K - $9.02K
|
127
$3.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.28K
|
1
$28.9
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.28K- 1.46% |
$83.4K - $90.7K
|
86.2K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$1.18K - $1.28K
|
18
$521
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
163KNew |
$10.6M - $11.5M
|
163K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 303.38% |
$961K - $1.05M
|
19.6K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.7KNew |
$372K - $405K
|
5.7K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8+ 0.06% |
$522 - $568
|
12.3K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
200+ 2.59% |
$13.1K - $14.2K
|
7.92K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
115New |
$7.51K - $8.17K
|
115
$3.33K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 62.46% |
$72.1K - $78.5K
|
664
$19.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-38- 2.58% |
$2.48K - $2.7K
|
1.43K
$41.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-546- 1.74% |
$35.6K - $38.8K
|
30.8K
$891K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.36K+ 1.31% |
$88.7K - $96.5K
|
105K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
241New |
$15.7K - $17.1K
|
241
$6.97K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.47KNew |
$226K - $246K
|
3.47K
$100K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42.7KNew |
$2.79M - $3.03M
|
42.7K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-150- 1.28% |
$9.79K - $10.7K
|
11.6K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 10.99% |
$136K - $148K
|
16.8K
$487K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-463- 61.65% |
$30.2K - $32.9K
|
288
$8.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.55% |
$261 - $284
|
737
$21.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-437- 0.43% |
$28.5K - $31K
|
101K
$2.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
715+ 0.28% |
$46.7K - $50.8K
|
252K
$7.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-132- 6.8% |
$8.62K - $9.38K
|
1.81K
$52.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
27.8K+ 3.33% |
$1.82M - $1.98M
|
862K
$25M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-935- 8.5% |
$61K - $66.4K
|
10.1K
$291K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
958New |
$62.5K - $68K
|
958
$27.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-630- 9.78% |
$41.1K - $44.7K
|
5.82K
$168K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.94KNew |
$192K - $209K
|
2.94K
$85.1K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42New |
$2.74K - $2.98K
|
42
$1.22K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-36- 16.98% |
$2.35K - $2.56K
|
176
$5.09K
|
|
| Q1 2023 | |||||||
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.08KNew |
$198K - $228K
|
3.08K
$89.3K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-999- 18.65% |
$64.2K - $73.8K
|
4.36K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.98KNew |
$191K - $220K
|
2.98K
$86.2K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-188- 4.06% |
$12.1K - $13.9K
|
4.44K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-104- 3.11% |
$6.68K - $7.69K
|
3.24K
$93.7K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.38KNew |
$281K - $324K
|
4.38K
$127K
|
|