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 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.52K+ 1.55% |
$115K - $124K
|
99.5K
$8.27M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-246- 1.31% |
$18.6K - $20K
|
18.6K
$1.54M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
130+ 4.71% |
$9.84K - $10.6K
|
2.89K
$240K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
81+ 0.09% |
$6.13K - $6.58K
|
88.6K
$7.36M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-529- 4.11% |
$40K - $42.9K
|
12.3K
$1.02M
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-240- 2.57% |
$18.2K - $19.5K
|
9.11K
$756K
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.85K- 24.83% |
$140K - $150K
|
5.61K
$466K
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-38- 0.46% |
$2.88K - $3.09K
|
8.19K
$681K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-270- 0.69% |
$20.4K - $21.9K
|
38.9K
$3.23M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-16- 0.39% |
$1.21K - $1.3K
|
4.11K
$341K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 0.33% |
$606 - $650
|
2.45K
$204K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
470+ 4.06% |
$35.6K - $38.2K
|
12.1K
$1M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-786- 1.73% |
$59.5K - $63.8K
|
44.6K
$3.71M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.6K+ 136.68% |
$1.56M - $1.67M
|
35.6K
$2.96M
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.16K+ 1.52% |
$239K - $257K
|
211K
$17.5M
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.03K- 3.74% |
$77.9K - $83.5K
|
26.5K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.3K+ 50.5% |
$3.2M - $3.43M
|
126K
$10.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 3.9% |
$15.1K - $16.2K
|
4.91K
$407K
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
69+ 0.07% |
$5.22K - $5.6K
|
96.3K
$8M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.7K- 12.82% |
$507K - $544K
|
45.6K
$3.79M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.2K+ 6.1% |
$775K - $832K
|
178K
$14.8M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.14K+ 55.3% |
$162K - $174K
|
6K
$499K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$75.7 - $81.2
|
8.73K
$725K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.15K- 45.13% |
$162K - $174K
|
2.61K
$217K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40.6K- 18.69% |
$3.08M - $3.3M
|
177K
$14.7M
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12- 0.07% |
$908 - $974
|
18K
$1.5M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$2.44M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254+ 2.01% |
$19.2K - $20.6K
|
12.9K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
69+ 0.18% |
$5.22K - $5.6K
|
39K
$3.24M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
788+ 4.63% |
$59.6K - $64K
|
17.8K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
27+ 0.02% |
$2.04K - $2.19K
|
120K
$9.98M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.51KNew |
$341K - $366K
|
4.51K
$375K
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-524- 8.59% |
$39.7K - $42.5K
|
5.58K
$463K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
779+ 6.85% |
$59K - $63.2K
|
12.2K
$1.01M
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-349- 2.26% |
$26.4K - $28.3K
|
15.1K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-256- 6.34% |
$19.4K - $20.8K
|
3.78K
$314K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.01% |
$151 - $162
|
13.5K
$1.13M
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
44+ 0.91% |
$3.33K - $3.57K
|
4.86K
$404K
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-25- 0.38% |
$1.89K - $2.03K
|
6.63K
$551K
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-315K- 98.38% |
$23.9M - $25.6M
|
5.21K
$432K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-75- 0.6% |
$5.68K - $6.09K
|
12.5K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
889+ 6.29% |
$67.3K - $72.2K
|
15K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39+ 0.84% |
$2.95K - $3.17K
|
4.67K
$388K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
381+ 3.14% |
$28.8K - $30.9K
|
12.5K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-770- 1.53% |
$58.3K - $62.5K
|
49.7K
$4.13M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-84- 16.47% |
$6.36K - $6.82K
|
426
$35.4K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.53K- 1.09% |
$646K - $693K
|
774K
$64.3M
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-13.2K- 82.37% |
$997K - $1.07M
|
2.82K
$234K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.07M- 58.35% |
$81.1M - $87M
|
765K
$63.6M
|