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
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-89
Closed
$6.76K - $7.42K
0 $0
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-70
Closed
$5.32K - $5.84K
0 $0
Q3 2021
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-80.8K
Closed
$6.03M - $6.54M
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-48.6K
Closed
$3.63M - $3.94M
0 $0
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-15.5K
Closed
$1.16M - $1.26M
0 $0
Oct 26, 2021 Q3 2021
Arcus Capital Partners, LLC

SELL
 -
-15.4K
Closed
$1.15M - $1.25M
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-6.53K
Closed
$488K - $529K
0 $0
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-3.55K
Closed
$265K - $287K
0 $0
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-3.24K
Closed
$241K - $262K
0 $0
Nov 09, 2021 Q3 2021
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-3.02K
Closed
$226K - $245K
0 $0
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-2.78K
Closed
$208K - $225K
0 $0
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-2.57K
Closed
$192K - $208K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-1.85K
Closed
$138K - $150K
0 $0
Nov 12, 2021 Q3 2021
Ckw Financial Group

SELL
 -
-908
Closed
$67.8K - $73.5K
0 $0
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-275
Closed
$20.5K - $22.3K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-83.7K
Closed
$6.24M - $6.62M
0 $0
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-49.2K
Closed
$3.67M - $3.89M
0 $0
Aug 03, 2021 Q2 2021
Tru Independence LLC

SELL
 -
-19K
Closed
$1.42M - $1.51M
0 $0
Jul 14, 2021 Q2 2021
Evanson Asset Management, LLC

SELL
 -
-4.88K
Closed
$364K - $386K
0 $0
Aug 10, 2021 Q2 2021
Tmd Wealth Management, LLC

SELL
 -
-3.1K
Closed
$232K - $246K
0 $0
Aug 11, 2021 Q2 2021
Nikulski Financial, Inc.

SELL
 -
-2.99K
Closed
$223K - $236K
0 $0
Aug 10, 2021 Q2 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-819
Closed
$61.1K - $64.8K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-759
Closed
$56.7K - $60.1K
0 $0
Jul 09, 2021 Q2 2021
Vigilant Capital Management, LLC

SELL
 -
-335
Closed
$25K - $26.5K
0 $0
Aug 05, 2021 Q2 2021
Evoke Wealth, LLC

SELL
 -
-125
Closed
$9.33K - $9.89K
0 $0
Jul 21, 2021 Q2 2021
Corbenic Partners LLC

SELL
 -
-102
Closed
$7.61K - $8.07K
0 $0
Jul 27, 2021 Q2 2021
West Financial Advisors, LLC

SELL
 -
-30
Closed
$2.24K - $2.37K
0 $0
Q1 2021
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-48.6K
Closed
$3.26M - $3.74M
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-6.47K
Closed
$434K - $497K
0 $0
May 11, 2021 Q1 2021
Sadoff Investment Management LLC

SELL
 -
-5.63K
Closed
$377K - $432K
0 $0
May 13, 2021 Q1 2021
Wealth Advisory Solutions, LLC

SELL
 -
-3.2K
Closed
$214K - $246K
0 $0
Jun 23, 2021 Q1 2021
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-3.19K
Closed
$214K - $245K
0 $0
May 04, 2021 Q1 2021
Greenhouse Wealth Management, LLC

SELL
 -
-1.85K
Closed
$124K - $142K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-538
Closed
$36.1K - $41.3K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-480
Closed
$32.2K - $36.9K
0 $0
May 12, 2021 Q1 2021
B&D White Capital Company, LLC

SELL
 -
-457
Closed
$30.7K - $35.1K
0 $0
Apr 27, 2021 Q1 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-207
Closed
$13.9K - $15.9K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-195
Closed
$13.1K - $15K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-110
Closed
$7.38K - $8.45K
0 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-72
Closed
$4.83K - $5.53K
0 $0
Apr 28, 2021 Q1 2021
Meeder Asset Management Inc

SELL
 -
-1
Closed
$67.1 - $76.9
0 $0
Q4 2020
Feb 02, 2021 Q4 2020
Klingenstein Fields & CO LP

SELL
 -
-28K
Closed
$1.57M - $1.92M
0 $0
Dec 12, 2024 Q4 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-14K
Closed
$783K - $958K
0 $0
Feb 10, 2021 Q4 2020
Somerset Group LLC

Wayzata, MN
SELL
 -
-4.07K
Closed
$227K - $278K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-1.42K
Closed
$79.3K - $97.1K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-400
Closed
$22.4K - $27.4K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-215
Closed
$12K - $14.7K
0 $0
Feb 16, 2021 Q4 2020
Cbiz Investment Advisory Services, LLC

SELL
 -
-137
Closed
$7.66K - $9.38K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-25
- 50.0%
$1.4K - $1.71K
25 $704

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