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 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
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 $746
Feb 09, 2021 Q4 2020
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-19
Closed
$1.06K - $1.3K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-229K
Closed
$11.9M - $13.5M
0 $0
Nov 10, 2020 Q3 2020
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-139K
Closed
$7.25M - $8.2M
0 $0
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-41.4K
Closed
$2.15M - $2.44M
0 $0
Nov 16, 2020 Q3 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-8.1K
Closed
$421K - $477K
0 $0
Nov 12, 2020 Q3 2020
Stone X Group Inc.

SELL
 -
-6.89K
Closed
$358K - $406K
0 $0
Nov 03, 2020 Q3 2020
Sky Oak Wealth, LLC

SELL
 -
-5.27K
Closed
$274K - $310K
0 $0
Oct 19, 2020 Q3 2020
Rovin Capital

SELL
 -
-4.45K
Closed
$231K - $262K
0 $0
Nov 12, 2020 Q3 2020
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-3.98K
Closed
$207K - $234K
0 $0
Oct 14, 2020 Q3 2020
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-3.83K
Closed
$199K - $225K
0 $0
Nov 09, 2020 Q3 2020
Sun Life Financial Inc

Toronto, A6
SELL
 -
-2.38K
Closed
$123K - $140K
0 $0
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-306
Closed
$15.9K - $18K
0 $0
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-82
Closed
$4.26K - $4.82K
0 $0
Q2 2020
Jul 20, 2020 Q2 2020
Vishria Bird Financial Group, LLC

SELL
 -
-74.4K
Closed
$2.9M - $4.24M
0 $0
Aug 13, 2020 Q2 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-50.8K
Closed
$1.98M - $2.9M
0 $0
Jul 14, 2020 Q2 2020
Brio Consultants, LLC

SELL
 -
-24.1K
Closed
$938K - $1.37M
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-23.8K
Closed
$930K - $1.36M
0 $0
Aug 12, 2020 Q2 2020
One Charles Private Wealth Services, LLC

SELL
 -
-21.6K
Closed
$843K - $1.23M
0 $0
Jul 17, 2020 Q2 2020
Pacific Wealth Strategies Group, Inc.

SELL
 -
-18.8K
Closed
$734K - $1.07M
0 $0
Jul 02, 2020 Q2 2020
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-16.1K
Closed
$627K - $917K
0 $0
Jul 23, 2020 Q2 2020
Ddd Partners, LLC

SELL
 -
-14.7K
Closed
$575K - $840K
0 $0
Aug 04, 2020 Q2 2020
Integrated Investment Consultants, LLC

SELL
 -
-12.9K
Closed
$503K - $736K
0 $0

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