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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-49Closed |
$3.46K - $3.96K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
20.3KNew |
$1.44M - $1.64M
|
20.3K
$579K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.71KNew |
$120K - $138K
|
1.71K
$48.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2Closed |
$141 - $162
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.91KClosed |
$206K - $235K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-376Closed |
$26.6K - $30.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.5KClosed |
$176K - $202K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.56KClosed |
$181K - $207K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.59KClosed |
$324K - $371K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.07K - $8.09K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-26.6K- 73.69% |
$1.88M - $2.15M
|
9.48K
$270K
|
|
| Q4 2021 | |||||||
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$142K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-89Closed |
$6.76K - $7.42K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.8KClosed |
$899K - $986K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-70Closed |
$5.32K - $5.84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
173New |
$13.1K - $14.4K
|
173
$4.93K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-174Closed |
$13.2K - $14.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
786New |
$59.7K - $65.5K
|
786
$22.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
24+ 0.6% |
$1.82K - $2K
|
4K
$114K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.51KClosed |
$495K - $543K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$9.5K - $10.4K
|
125
$3.56K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 1.45% |
$76 - $83.4
|
70
$1.99K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88KClosed |
$295K - $324K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.05KClosed |
$232K - $254K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-31.5KClosed |
$2.4M - $2.63M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-5.94KClosed |
$451K - $495K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$258K - $283K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.19K- 50.4% |
$90.8K - $99.6K
|
1.18K
$33.5K
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.73KClosed |
$283K - $311K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-210KClosed |
$16M - $17.5M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
90+ 1.47% |
$6.84K - $7.51K
|
6.2K
$177K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$76 - $83.4
|
1
$28.5
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-231Closed |
$17.6K - $19.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-80.8KClosed |
$6.03M - $6.54M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.53KClosed |
$488K - $529K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-908Closed |
$67.8K - $73.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.82KClosed |
$211K - $228K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15.5KClosed |
$1.16M - $1.26M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.78KClosed |
$208K - $225K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.85KClosed |
$138K - $150K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.02KClosed |
$226K - $245K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14KNew |
$1.05M - $1.13M
|
14K
$399K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-275Closed |
$20.5K - $22.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
336New |
$25.1K - $27.2K
|
336
$9.57K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.24KClosed |
$241K - $262K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.55KClosed |
$265K - $287K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-15.4KClosed |
$1.15M - $1.25M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.2KNew |
$388K - $421K
|
5.2K
$148K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.6KNew |
$642K - $696K
|
8.6K
$245K
|
|