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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
242+ 0.43% |
$18.3K - $19.6K
|
57K
$4.74M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 14.66% |
$1.6M - $1.71M
|
123K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
13+ 0.15% |
$984 - $1.06K
|
8.81K
$732K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
519+ 2.8% |
$39.3K - $42.1K
|
19.1K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.8K+ 7.86% |
$3.24M - $3.48M
|
587K
$48.8M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.89% |
$75.7 - $81.2
|
54
$4.49K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.41K+ 1.62% |
$410K - $439K
|
340K
$28.2M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.87K- 84.48% |
$293K - $314K
|
711
$59.1K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.31K+ 5.07% |
$402K - $431K
|
110K
$9.14M
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-376- 3.61% |
$28.5K - $30.5K
|
10K
$834K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
197+ 0.37% |
$14.9K - $16K
|
52.8K
$4.38M
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-5.62K- 29.1% |
$425K - $456K
|
13.7K
$1.14M
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
3K+ 4.03% |
$227K - $243K
|
77.3K
$6.42M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 36.32% |
$1.5M - $1.61M
|
34.8K
$2.89M
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.64K- 1.52% |
$124K - $133K
|
106K
$8.83M
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
104+ 1.68% |
$7.87K - $8.44K
|
6.29K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44.2K- 19.09% |
$3.34M - $3.59M
|
187K
$15.5M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.2K+ 5.26% |
$394K - $422K
|
104K
$8.64M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 6.82% |
$920K - $987K
|
166K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-518K- 14.02% |
$39.2M - $42M
|
3.18M
$264M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.39KNew |
$332K - $356K
|
4.39K
$364K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.1K+ 3.34% |
$5.46M - $5.85M
|
2.23M
$185M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.1K- 4.09% |
$462K - $495K
|
143K
$11.9M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-320- 0.79% |
$24.2K - $26K
|
40K
$3.32M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.62K- 5.52% |
$198K - $213K
|
44.9K
$3.73M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-319- 1.43% |
$24.1K - $25.9K
|
22.1K
$1.83M
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
100+ 0.66% |
$7.57K - $8.12K
|
15.2K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-61- 0.3% |
$4.62K - $4.95K
|
20.6K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.08K+ 135.56% |
$385K - $413K
|
8.83K
$734K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.53K- 0.38% |
$570K - $612K
|
1.98M
$164M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-207- 2.64% |
$15.7K - $16.8K
|
7.62K
$633K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.83K+ 3.06% |
$214K - $230K
|
95.3K
$7.91M
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
389+ 3.04% |
$29.4K - $31.6K
|
13.2K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 0.79% |
$412K - $442K
|
696K
$57.8M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.24K- 1.16% |
$170K - $182K
|
190K
$15.8M
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
125+ 0.28% |
$9.46K - $10.1K
|
45.2K
$3.75M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.56K+ 14.82% |
$345K - $370K
|
35.3K
$2.93M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-790- 9.48% |
$59.8K - $64.1K
|
7.54K
$626K
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.58KNew |
$574K - $616K
|
7.58K
$630K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.3K- 10.46% |
$1.39M - $1.49M
|
157K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
160+ 71.75% |
$12.1K - $13K
|
383
$31.8K
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-60- 0.38% |
$4.54K - $4.87K
|
15.8K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 7.05% |
$212K - $227K
|
36.9K
$3.06M
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
879+ 1.51% |
$66.5K - $71.4K
|
58.9K
$4.89M
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-47.6K- 42.25% |
$3.6M - $3.86M
|
65.1K
$5.4M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-41K- 2.64% |
$3.11M - $3.33M
|
1.51M
$126M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12K- 13.56% |
$912K - $978K
|
76.8K
$6.38M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-696- 1.08% |
$52.7K - $56.5K
|
63.7K
$5.29M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82K+ 27.86% |
$138K - $148K
|
8.37K
$695K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.15K+ 15.01% |
$163K - $174K
|
16.5K
$1.37M
|