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 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 $12.9K
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
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
Feb 12, 2020 Q4 2019
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-126
Closed
$6.87K - $7.59K
0 $0
Jan 27, 2020 Q4 2019
Harvest Group Wealth Management, LLC

SELL
 -
-111
Closed
$6.06K - $6.69K
0 $0
Feb 05, 2020 Q4 2019
Crewe Advisors LLC

SELL
 -
-1
Closed
$54.6 - $60.2
0 $0
Jan 28, 2020 Q4 2019
Personal Wealth Partners

Bloomington, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Q3 2019
Oct 18, 2019 Q3 2019
Merriman Wealth Management, LLC

SELL
 -
-92.1K
Closed
$5.18M - $5.3M
0 $0
Nov 01, 2019 Q3 2019
Access Financial Services, Inc.

SELL
 -
-44K
Closed
$2.47M - $2.53M
0 $0
Nov 13, 2019 Q3 2019
Private Portfolio Partners LLC

SELL
 -
-12.9K
Closed
$724K - $741K
0 $0
Oct 18, 2019 Q3 2019
Bailard, Inc.

SELL
 -
-12.3K
Closed
$693K - $710K
0 $0
Nov 08, 2019 Q3 2019
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-3.9K
Closed
$219K - $224K
0 $0
Nov 14, 2019 Q3 2019
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-2.5K
Closed
$141K - $144K
0 $0
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-760
Closed
$42.7K - $43.8K
0 $0
Oct 09, 2019 Q3 2019
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-685
Closed
$38.5K - $39.4K
0 $0
Oct 18, 2019 Q3 2019
Versant Capital Management, Inc

SELL
 -
-156
Closed
$8.77K - $8.98K
0 $0
Nov 12, 2019 Q3 2019
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-105
Closed
$5.9K - $6.05K
0 $0
Q2 2019
Jul 19, 2019 Q2 2019
Genesee Capital Advisors, LLC

SELL
 -
-12.8K
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-10.7K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Marietta Wealth Management, LLC

SELL
 -
-6.38K
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
Buffington Mohr Mc Neal

SELL
 -
-1.9K
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-950
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-748
Closed
N/A
0 $0
Jul 30, 2019 Q2 2019
Wespac Advisors So Cal, LLC

SELL
 -
-400
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Parisi Gray Wealth Management

SELL
 -
-171
Closed
N/A
0 $0
Q1 2019
May 14, 2019 Q1 2019
Pacific Financial Group Inc

SELL
 -
-277K
Closed
N/A
0 $0
Apr 09, 2019 Q1 2019
Morgan Rosel Wealth Management, LLC

SELL
 -
-44.7K
Closed
N/A
0 $0
May 15, 2019 Q1 2019
Wintrust Investments LLC

Chicago, IL
SELL
 -
-21.6K
Closed
N/A
0 $0
May 10, 2019 Q1 2019
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-9.72K
Closed
N/A
0 $0

Track Institutional and Insider Activities on SCHM

Follow SCHWAB STRATEGIC U.S. MID-CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHM shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic U.S. Mid Cap insider buys or sells SCHM shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC U.S. MID-CAP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHM