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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.35K- 9.37% |
$279K - $321K
|
42.1K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 8.85% |
$38.5K - $44.3K
|
6.18K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.75K- 33.49% |
$498K - $573K
|
15.4K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 1.36% |
$257 - $296
|
290
$8.39K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.43% |
$1.28K - $1.48K
|
4.66K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.87K- 3.62% |
$120K - $138K
|
49.8K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
85New |
$5.46K - $6.28K
|
85
$2.46K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 60.94% |
$1.84M - $2.12M
|
18.4K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.16K- 6.96% |
$74.5K - $85.7K
|
15.5K
$448K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.36% |
$193 - $222
|
834
$24.1K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-34- 11.04% |
$2.18K - $2.51K
|
274
$7.93K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$193 - $222
|
3
$86.8
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-155- 16.23% |
$9.96K - $11.5K
|
800
$23.2K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
160New |
$10.3K - $11.8K
|
160
$4.63K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.56% |
$128 - $148
|
357
$10.3K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.12KNew |
$265K - $304K
|
4.12K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
237+ 2.07% |
$15.2K - $17.5K
|
11.7K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78New |
$5.01K - $5.76K
|
78
$2.26K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
13.6K+ 54.21% |
$876K - $1.01M
|
38.8K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.3KNew |
$1.5M - $1.73M
|
23.3K
$676K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.99KNew |
$192K - $221K
|
2.99K
$86.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$146K - $168K
|
2.28K
$65.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.33KNew |
$214K - $246K
|
3.33K
$96.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
48New |
$3.08K - $3.55K
|
48
$1.39K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
238New |
$15.3K - $17.6K
|
238
$6.89K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
27+ 0.16% |
$1.73K - $2K
|
17.1K
$494K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48.8KNew |
$3.13M - $3.61M
|
48.8K
$1.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.6K- 3.47% |
$813K - $935K
|
352K
$10.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
43+ 0.36% |
$2.76K - $3.18K
|
12.1K
$351K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$83.9K - $96.2K
|
1.38K
$39.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-96- 1.16% |
$5.86K - $6.71K
|
8.19K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-533- 5.45% |
$32.5K - $37.3K
|
9.25K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
111KNew |
$6.79M - $7.78M
|
111K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$12.2K - $14K
|
200
$5.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
226New |
$13.8K - $15.8K
|
226
$6.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
61+ 1.74% |
$3.72K - $4.27K
|
3.57K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35+ 0.52% |
$2.14K - $2.45K
|
6.78K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
576New |
$35.2K - $40.3K
|
576
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
385+ 100.0% |
$23.5K - $26.9K
|
770
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.12% |
$65.5K - $75K
|
49.5K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$61.1 - $69.9
|
1
$28.9
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
300New |
$18.3K - $21K
|
300
$8.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.65KNew |
$101K - $115K
|
1.65K
$47.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 21.16% |
$9.16K - $10.5K
|
559
$16.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
250New |
$15.3K - $17.5K
|
250
$7.24K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34New |
$2.08K - $2.38K
|
34
$984
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
43New |
$2.63K - $3.01K
|
43
$1.24K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-522- 56.99% |
$31.9K - $36.5K
|
394
$11.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$1.28K - $1.47K
|
4.04K
$117K
|
|