Latest Institutional Sells of Schwab Strategic U.S. Mid Cap (SCHM)
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 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-126Closed |
$6.87K - $7.59K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-111Closed |
$6.06K - $6.69K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1Closed |
$54.6 - $60.2
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-92.1KClosed |
$5.18M - $5.3M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-44KClosed |
$2.47M - $2.53M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.9KClosed |
$724K - $741K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Bailard, Inc.
|
SELL
|
- |
-12.3KClosed |
$693K - $710K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.9KClosed |
$219K - $224K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.5KClosed |
$141K - $144K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-685Closed |
$38.5K - $39.4K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Versant Capital Management, Inc
|
SELL
|
- |
-156Closed |
$8.77K - $8.98K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-105Closed |
$5.9K - $6.05K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-6.38KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-950Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-748Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-171Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-277KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-44.7KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.72KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-905Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-223Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-60- 98.36% |
N/A
|
1
$29.8
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-352KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Eagle Capital Management, LLC
|
SELL
|
- |
-168KClosed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Empirical Finance, LLC
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-50.2KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.66KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Btr Capital Management Inc
|
SELL
|
- |
-3.75KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.69KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-465Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.26KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-203Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|