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
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 $12.9K
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
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 $109K
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-65
- 69.89%
$4.59K - $5.26K
28 $835
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 $35.1K
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
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
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
Mainstay Capital Management LLC

SELL
 -
-2.82K
Closed
$211K - $228K
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

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