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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-533- 5.45% |
$32.5K - $37.3K
|
9.25K
$768K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
111KNew |
$6.79M - $7.78M
|
111K
$9.24M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$12.2K - $14K
|
200
$16.6K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
226New |
$13.8K - $15.8K
|
226
$18.8K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
61+ 1.74% |
$3.72K - $4.27K
|
3.57K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35+ 0.52% |
$2.14K - $2.45K
|
6.78K
$563K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
576New |
$35.2K - $40.3K
|
576
$47.8K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
385+ 100.0% |
$23.5K - $26.9K
|
770
$64K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.12% |
$65.5K - $75K
|
49.5K
$4.11M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$61.1 - $69.9
|
1
$83.1
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
300New |
$18.3K - $21K
|
300
$24.9K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.65KNew |
$101K - $115K
|
1.65K
$137K
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 21.16% |
$9.16K - $10.5K
|
559
$46.4K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
250New |
$15.3K - $17.5K
|
250
$20.8K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34New |
$2.08K - $2.38K
|
34
$2.82K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
43New |
$2.63K - $3.01K
|
43
$3.57K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-522- 56.99% |
$31.9K - $36.5K
|
394
$32.7K
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-655- 3.42% |
$40K - $45.8K
|
18.5K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$1.28K - $1.47K
|
4.04K
$335K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$61.1 - $69.9
|
573
$47.6K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.01KNew |
$61.7K - $70.6K
|
1.01K
$83.9K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
20New |
$1.22K - $1.4K
|
20
$1.66K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
742New |
$45.3K - $51.9K
|
742
$61.6K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.21KNew |
$135K - $155K
|
2.21K
$184K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$108K - $124K
|
1.77K
$147K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
249New |
$15.2K - $17.4K
|
249
$20.7K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.43% |
$244 - $280
|
945
$78.5K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2KNew |
$685K - $785K
|
11.2K
$933K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
29New |
$1.77K - $2.03K
|
29
$2.41K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 10.73% |
$218K - $250K
|
36.9K
$3.06M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-515- 46.65% |
$31.4K - $36K
|
589
$48.9K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
157+ 2.24% |
$9.58K - $11K
|
7.17K
$595K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
522New |
$31.9K - $36.5K
|
522
$43.4K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28KNew |
$1.71M - $1.96M
|
28K
$2.33M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
715+ 1.23% |
$43.7K - $50K
|
58.9K
$4.89M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-32- 0.2% |
$1.95K - $2.24K
|
16.2K
$1.35M
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
13New |
$794 - $909
|
13
$1.08K
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
12.2KNew |
$746K - $855K
|
12.2K
$1.01M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-62- 77.5% |
$3.79K - $4.34K
|
18
$1.5K
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-237- 4.31% |
$14.5K - $16.6K
|
5.26K
$437K
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$611 - $699
|
11.8K
$981K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-494- 5.81% |
$30.2K - $34.6K
|
8.01K
$665K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
86+ 0.9% |
$5.25K - $6.01K
|
9.69K
$805K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.47K
|
21
$1.74K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
178New |
$10.9K - $12.4K
|
178
$14.8K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
383New |
$23.4K - $26.8K
|
383
$31.8K
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-6- 50.0% |
$366 - $420
|
6
$498
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$9.16K - $10.5K
|
150
$12.5K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.72KClosed |
$104K - $125K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-524- 4.7% |
$31.7K - $38K
|
10.6K
$882K
|