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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-68- 16.39% |
$4.11K - $4.93K
|
347
$9.98K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
945+ 11.76% |
$57.2K - $68.5K
|
8.98K
$258K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.27K+ 14.45% |
$319K - $382K
|
41.8K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
388New |
$23.5K - $28.1K
|
388
$11.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$80.3K - $96.2K
|
1.33K
$38.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.6KNew |
$1.12M - $1.35M
|
18.6K
$534K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.43% |
$363 - $435
|
1.39K
$39.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-239- 5.81% |
$14.5K - $17.3K
|
3.87K
$111K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.1K- 97.54% |
$127K - $152K
|
53
$1.52K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-442- 8.91% |
$26.7K - $32K
|
4.52K
$130K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$179K - $215K
|
2.96K
$85.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-3.55K- 6.63% |
$215K - $257K
|
50K
$1.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
34.9KNew |
$2.11M - $2.53M
|
34.9K
$1M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-200- 3.53% |
$12.1K - $14.5K
|
5.46K
$157K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.77KNew |
$228K - $273K
|
3.77K
$108K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-52- 0.52% |
$3.15K - $3.77K
|
10K
$288K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
91.8KNew |
$5.55M - $6.66M
|
91.8K
$2.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 25.81% |
$484 - $580
|
39
$1.12K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.02K
$144K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.27K - $1.52K
|
21
$604
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-27K- 84.59% |
$1.63M - $1.96M
|
4.91K
$141K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
52+ 0.43% |
$3.15K - $3.77K
|
12.1K
$349K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-181- 77.02% |
$11K - $13.8K
|
54
$1.55K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-11.8KClosed |
$717K - $899K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.33KClosed |
$325K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.43% |
$365 - $458
|
1.41K
$40.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66KClosed |
$162K - $203K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$225K - $282K
|
3.69K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77Closed |
$4.69K - $5.88K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 92.4% |
$178K - $224K
|
6.1K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8KClosed |
$716K - $899K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
$2.5K - $3.13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-545- 11.17% |
$33.2K - $41.6K
|
4.34K
$125K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4.51KNew |
$274K - $344K
|
4.51K
$130K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
52+ 0.3% |
$3.17K - $3.97K
|
17.2K
$495K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.87K- 5.96% |
$114K - $143K
|
29.5K
$848K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-5.7KClosed |
$347K - $436K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$823K - $1.03M
|
13.5K
$389K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 24.17% |
$88.4K - $111K
|
4.55K
$131K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19.1KNew |
$1.16M - $1.46M
|
19.1K
$549K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.03KClosed |
$62.9K - $78.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 80.35% |
$79.2K - $99.3K
|
318
$9.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-23Closed |
$1.4K - $1.76K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.11KClosed |
$189K - $238K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.09K - $7.64K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
364+ 9.85% |
$22.2K - $27.8K
|
4.06K
$117K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $220K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.05K - $3.82K
|
50
$1.44K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-136- 37.88% |
$8.28K - $10.4K
|
223
$6.41K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.12K+ 10.79% |
$373K - $468K
|
62.9K
$1.81M
|
|