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
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-181
- 77.02%
$11K - $13.8K
54 $1.52K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-136
- 37.88%
$8.28K - $10.4K
223 $6.26K
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-100
Closed
$6.09K - $7.64K
0 $0
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 $28.1
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
May 11, 2022 Q1 2022
Advisor Os, LLC

SELL
 -
-10.1K
Closed
$710K - $813K
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
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

SELL
 -
-3.38K
Closed
$238K - $273K
0 $0
May 05, 2022 Q1 2022
Falcon Wealth Planning

SELL
 -
-3.02K
Closed
$213K - $244K
0 $0
Apr 20, 2022 Q1 2022
Wealth Management Resources, Inc.

SELL
 -
-2.91K
Closed
$206K - $235K
0 $0
May 16, 2022 Q1 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-2.59K
Closed
$183K - $210K
0 $0
Apr 18, 2022 Q1 2022
Catalyst Private Wealth, LLC

SELL
 -
-2.56K
Closed
$181K - $207K
0 $0
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

SELL
 -
-2.52K
Closed
$178K - $204K
0 $0
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

SELL
 -
-2.5K
Closed
$176K - $202K
0 $0
May 09, 2022 Q1 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-2.49K
Closed
$176K - $202K
0 $0
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-1.95K
- 81.85%
$138K - $158K
433 $12.2K
Apr 20, 2022 Q1 2022
Kessler Investment Group, LLC

SELL
 -
-376
Closed
$26.6K - $30.4K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-339
Closed
$24K - $27.4K
0 $0
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-154
Closed
$10.9K - $12.5K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-113
Closed
$7.98K - $9.14K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-100
Closed
$7.07K - $8.09K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-82
Closed
$5.79K - $6.63K
0 $0
May 16, 2022 Q1 2022
Echo Wealth Management, LLC

SELL
 -
-81
- 2.18%
$5.72K - $6.55K
3.64K $102K
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

SELL
 -
-73
Closed
$5.16K - $5.9K
0 $0
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-65
- 69.89%
$4.59K - $5.26K
28 $787
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-49
Closed
$3.46K - $3.96K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-25
Closed
$1.77K - $2.02K
0 $0
Apr 20, 2022 Q1 2022
Endurance Wealth Management, Inc.

SELL
 -
-2
Closed
$141 - $162
0 $0
Q4 2021
Jan 21, 2022 Q4 2021
Piershale Financial Group, Inc.

SELL
 -
-210K
Closed
$16M - $17.5M
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-31.5K
Closed
$2.4M - $2.63M
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-11.8K
Closed
$899K - $986K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-6.51K
Closed
$495K - $543K
0 $0
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-5.94K
Closed
$451K - $495K
0 $0
Feb 09, 2022 Q4 2021
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-3.88K
Closed
$295K - $324K
0 $0
Jan 26, 2022 Q4 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-3.73K
Closed
$283K - $311K
0 $0
Jan 28, 2022 Q4 2021
Wespac Advisors, LLC

SELL
 -
-3.39K
Closed
$258K - $283K
0 $0
Feb 09, 2022 Q4 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-3.05K
Closed
$232K - $254K
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 $33K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-231
Closed
$17.6K - $19.3K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-174
Closed
$13.2K - $14.5K
0 $0

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