Latest Institutional Sells of Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 28, 2022 Q3 2022
Brightworth

SELL
 -
-3.55K
- 6.63%
$215K - $257K
50K $1.49M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-2.1K
- 97.54%
$127K - $152K
53 $1.58K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-915
- 0.85%
$55.4K - $66.3K
107K $3.19M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-524
- 4.7%
$31.7K - $38K
10.6K $317K
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-442
- 8.91%
$26.7K - $32K
4.52K $135K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-239
- 5.81%
$14.5K - $17.3K
3.87K $116K
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

SELL
 -
-200
- 3.53%
$12.1K - $14.5K
5.46K $163K
Nov 14, 2022 Q3 2022
Covington Capital Management

SELL
 -
-68
- 16.39%
$4.11K - $4.93K
347 $10.4K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-3
- 6.98%
$182 - $218
40 $1.19K
Q2 2022
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-177K
Closed
$10.8M - $13.5M
0 $0
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

SELL
 -
-31K
Closed
$1.89M - $2.37M
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-11.8K
Closed
$717K - $899K
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-11.8K
Closed
$716K - $899K
0 $0
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

SELL
 -
-6.62K
Closed
$403K - $506K
0 $0
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-5.7K
Closed
$347K - $436K
0 $0
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-5.33K
Closed
$325K - $407K
0 $0
Jul 22, 2022 Q2 2022
Trinity Financial Advisors LLC

SELL
 -
-4.97K
Closed
$303K - $379K
0 $0
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

SELL
 -
-3.75K
Closed
$228K - $286K
0 $0
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-3.53K
Closed
$215K - $269K
0 $0
Jul 18, 2022 Q2 2022
Tfo Tdc, LLC

SELL
 -
-3.32K
Closed
$202K - $254K
0 $0
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-3.21K
Closed
$195K - $245K
0 $0
Aug 03, 2022 Q2 2022
Columbia Advisory Partners LLC

SELL
 -
-3.11K
Closed
$189K - $238K
0 $0
Jul 25, 2022 Q2 2022
Bnc Wealth Management, LLC

SELL
 -
-3.04K
Closed
$185K - $232K
0 $0
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-2.87K
Closed
$175K - $220K
0 $0
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-2.66K
Closed
$162K - $203K
0 $0
Jul 27, 2022 Q2 2022
Bellecapital International Ltd.

SELL
 -
-2.64K
Closed
$161K - $202K
0 $0
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1.87K
- 5.96%
$114K - $143K
29.5K $880K
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-1.45K
- 24.17%
$88.4K - $111K
4.55K $136K
Aug 04, 2022 Q2 2022
Column Capital Advisors, LLC

SELL
 -
-1.3K
- 80.35%
$79.2K - $99.3K
318 $9.49K
Jul 27, 2022 Q2 2022
Barry Investment Advisors, LLC

SELL
 -
-1.26K
- 20.92%
$76.9K - $96.5K
4.77K $142K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-1.03K
Closed
$62.9K - $78.8K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-545
- 11.17%
$33.2K - $41.6K
4.34K $129K
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-466
- 6.8%
$28.4K - $35.6K
6.39K $191K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-455
- 6.3%
$27.7K - $34.8K
6.77K $202K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-418
- 52.05%
$25.5K - $31.9K
385 $11.5K
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-181
- 77.02%
$11K - $13.8K
54 $1.61K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-136
- 37.88%
$8.28K - $10.4K
223 $6.65K
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-77
Closed
$4.69K - $5.88K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-41
Closed
$2.5K - $3.13K
0 $0
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

SELL
 -
-23
Closed
$1.4K - $1.76K
0 $0
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-23
Closed
$1.4K - $1.76K
0 $0
Jul 14, 2022 Q2 2022
Cedar Mountain Advisors, LLC

SELL
 -
-8
Closed
$487 - $611
0 $0
Jul 18, 2022 Q2 2022
Provident Wealth Management, LLC

SELL
 -
-1
- 50.0%
$60.9 - $76.4
1 $29.8
Q1 2022
May 10, 2022 Q1 2022
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-89.4K
Closed
$6.32M - $7.23M
0 $0
May 05, 2022 Q1 2022
Fulcrum Capital LLC

SELL
 -
-21.5K
Closed
$1.52M - $1.74M
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-14.7K
Closed
$1.04M - $1.19M
0 $0
Apr 15, 2022 Q1 2022
Seven Bridge Financial Group, LLC

SELL
 -
-4.59K
Closed
$324K - $371K
0 $0
Aug 31, 2022 Q1 2022
Acute Investment Advisory, LLC

Mesa, AZ
SELL
 -
-4.28K
Closed
$302K - $346K
0 $0
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-4.01K
Closed
$283K - $324K
0 $0

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