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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.9K+ 7.74% |
$1.05M - $1.13M
|
194K
$16.1M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.32K- 23.27% |
$175K - $188K
|
7.64K
$635K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-508- 1.29% |
$38.5K - $41.2K
|
38.9K
$3.23M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-50- 0.32% |
$3.78K - $4.06K
|
15.6K
$1.29M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 9.18% |
$91.7K - $98.4K
|
12K
$996K
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-242- 0.81% |
$18.3K - $19.6K
|
29.6K
$2.46M
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
4.3K+ 174.96% |
$326K - $349K
|
6.76K
$562K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-10- 0.09% |
$757 - $812
|
11K
$912K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 65.72% |
$186K - $199K
|
6.19K
$514K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18New |
$1.36K - $1.46K
|
18
$1.5K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
794+ 1.2% |
$60.1K - $64.5K
|
67.2K
$5.58M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 0.95% |
$17.5K - $18.8K
|
24.7K
$2.05M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.87K- 5.34% |
$217K - $233K
|
50.9K
$4.23M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 0.73% |
$138K - $148K
|
250K
$20.8M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60New |
$4.54K - $4.87K
|
60
$4.98K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
268+ 3.57% |
$20.3K - $21.8K
|
7.77K
$645K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-758- 1.66% |
$57.4K - $61.5K
|
44.8K
$3.72M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.94K+ 3.03% |
$222K - $238K
|
100K
$8.3M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.03% |
$151 - $162
|
5.76K
$478K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.74K+ 3.82% |
$283K - $304K
|
102K
$8.46M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.78K+ 10.3% |
$362K - $388K
|
51.1K
$4.25M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.51% |
$7.49K - $8.04K
|
6.44K
$535K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
475+ 5.96% |
$36K - $38.6K
|
8.45K
$702K
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-29- 0.32% |
$2.2K - $2.35K
|
9.04K
$751K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
849+ 155.78% |
$64.3K - $68.9K
|
1.39K
$116K
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.01K- 10.75% |
$379K - $407K
|
41.6K
$3.46M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
73+ 0.45% |
$5.53K - $5.93K
|
16.2K
$1.34M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.62K- 0.68% |
$501K - $537K
|
969K
$80.5M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-50- 0.25% |
$3.78K - $4.06K
|
20.1K
$1.67M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.29K- 5.46% |
$173K - $186K
|
39.6K
$3.29M
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.9K+ 3.81% |
$899K - $965K
|
324K
$26.9M
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
651+ 6.44% |
$49.3K - $52.9K
|
10.8K
$894K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
249+ 0.59% |
$18.8K - $20.2K
|
42.2K
$3.51M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
256New |
$19.4K - $20.8K
|
256
$21.3K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.87K+ 1.59% |
$217K - $233K
|
183K
$15.2M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12.3K- 6.09% |
$932K - $999K
|
190K
$15.8M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.12K- 5.84% |
$84.5K - $90.7K
|
18K
$1.5M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
244New |
$18.5K - $19.8K
|
244
$20.3K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
387+ 0.73% |
$29.3K - $31.4K
|
53.7K
$4.46M
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-134- 18.11% |
$10.1K - $10.9K
|
606
$50.3K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.96K- 1.24% |
$299K - $321K
|
316K
$26.2M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
127+ 6.91% |
$9.61K - $10.3K
|
1.97K
$163K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10+ 0.26% |
$757 - $812
|
3.93K
$326K
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-391- 3.99% |
$29.6K - $31.7K
|
9.4K
$781K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.9K- 94.71% |
$598K - $641K
|
441
$36.6K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 28.44% |
$26.4K - $28.3K
|
878
$72.9K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.23K+ 15.1% |
$548K - $587K
|
55.1K
$4.58M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.78K - $4.06K
|
50
$4.15K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 6.13% |
$1.07M - $1.15M
|
217K
$18.1M
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-7.05K- 6.3% |
$534K - $572K
|
105K
$8.71M
|