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
Jul 31, 2020 Q2 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-6.36K
Closed
$248K - $363K
0 $0
Aug 10, 2020 Q2 2020
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-6.12K
Closed
$239K - $349K
0 $0
Jul 15, 2020 Q2 2020
Segment Wealth Management, LLC

SELL
 -
-5.2K
Closed
$203K - $297K
0 $0
Aug 10, 2020 Q2 2020
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-4.88K
Closed
$190K - $278K
0 $0
Aug 11, 2020 Q2 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-2.44K
Closed
$95.3K - $139K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-700
Closed
$27.3K - $39.9K
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-663
Closed
$25.9K - $37.8K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-255
Closed
$9.95K - $14.5K
0 $0
Aug 03, 2020 Q2 2020
Danda Trouve Investment Management, Inc.

SELL
 -
-67
Closed
$2.61K - $3.82K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-49
- 0.73%
$1.91K - $2.79K
6.66K $199K
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-13
Closed
$507 - $741
0 $0
Q1 2020
May 08, 2020 Q1 2020
Sfmg, LLC

SELL
 -
-563K
Closed
$20.2M - $35M
0 $0
Apr 13, 2020 Q1 2020
Rainey & Randall Investment Management Inc.

Celebration, FL
SELL
 -
-245K
Closed
$8.8M - $15.3M
0 $0
May 14, 2020 Q1 2020
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-38.4K
Closed
$1.38M - $2.39M
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-29.5K
Closed
$1.06M - $1.83M
0 $0
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-25.7K
Closed
$922K - $1.6M
0 $0
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-13.6K
Closed
$486K - $845K
0 $0
May 14, 2020 Q1 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-7.96K
Closed
$285K - $495K
0 $0
Apr 23, 2020 Q1 2020
Signal Point Asset Management, LLC

SELL
 -
-7.47K
Closed
$268K - $465K
0 $0
May 18, 2020 Q1 2020
Castle Rock Wealth Management, LLC

SELL
 -
-7.28K
Closed
$261K - $453K
0 $0
Apr 16, 2020 Q1 2020
Steel Peak Wealth Management LLC

SELL
 -
-5.62K
Closed
$201K - $350K
0 $0
Apr 21, 2020 Q1 2020
Pathway Financial Advisors LLC

SELL
 -
-5.16K
Closed
$185K - $321K
0 $0
Apr 16, 2020 Q1 2020
Ma Private Wealth

SELL
 -
-4.77K
Closed
$171K - $297K
0 $0
May 14, 2020 Q1 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-4.47K
Closed
$160K - $278K
0 $0
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-3.8K
Closed
$136K - $237K
0 $0
Apr 07, 2020 Q1 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-3.73K
Closed
$134K - $232K
0 $0
May 15, 2020 Q1 2020
Fusion Capital, LLC

SELL
 -
-3.71K
Closed
$133K - $231K
0 $0
May 07, 2020 Q1 2020
Sns Financial Group, LLC

SELL
 -
-3.5K
Closed
$125K - $218K
0 $0
May 14, 2020 Q1 2020
Goodman Financial Corp

Houston, TX
SELL
 -
-3.36K
Closed
$120K - $209K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-3.14K
Closed
$113K - $195K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-3.13K
Closed
$112K - $195K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.2K
Closed
$78.9K - $137K
0 $0
May 07, 2020 Q1 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-267
- 36.78%
$9.57K - $16.6K
459 $13.7K
May 12, 2020 Q1 2020
All Square Wealth Management LLC

Albany, NY
SELL
 -
-235
Closed
$8.42K - $14.6K
0 $0
Apr 15, 2020 Q1 2020
Baldwin Brothers LLC

SELL
 -
-233
Closed
$8.35K - $14.5K
0 $0
May 15, 2020 Q1 2020
Psi Advisors, LLC

SELL
 -
-220
Closed
$7.88K - $13.7K
0 $0
Apr 09, 2020 Q1 2020
Time Scale Financial, Inc.

SELL
 -
-180
Closed
$6.45K - $11.2K
0 $0
May 08, 2020 Q1 2020
Spectrum Management Group, LLC

SELL
 -
-105
Closed
$3.76K - $6.54K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-63
Closed
$2.26K - $3.92K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-55
Closed
$1.97K - $3.42K
0 $0
May 14, 2020 Q1 2020
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-50
Closed
$1.79K - $3.11K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-1.23M
Closed
$66.8M - $73.8M
0 $0
Feb 12, 2020 Q4 2019
Pfs Investments Inc.

Duluth, GA
SELL
 -
-484K
Closed
$26.4M - $29.1M
0 $0
Jan 06, 2020 Q4 2019
Spence Asset Management

SELL
 -
-34.8K
Closed
$1.9M - $2.09M
0 $0
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-32.6K
Closed
$1.78M - $1.96M
0 $0
Feb 12, 2020 Q4 2019
Wealthsource Partners, LLC

SELL
 -
-12K
Closed
$654K - $722K
0 $0
Jan 31, 2020 Q4 2019
Financial Advantage, Inc.

SELL
 -
-2.02K
Closed
$110K - $122K
0 $0
Feb 12, 2020 Q4 2019
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-575
Closed
$31.4K - $34.6K
0 $0
Jan 10, 2020 Q4 2019
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-500
Closed
$27.3K - $30.1K
0 $0

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