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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.28% |
$71.2K - $78.4K
|
27.8K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-937- 20.06% |
$70.7K - $77.9K
|
3.73K
$105K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-920- 15.93% |
$69.4K - $76.5K
|
4.86K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-916- 23.14% |
$69.1K - $76.2K
|
3.04K
$85.4K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-901- 21.63% |
$68K - $74.9K
|
3.26K
$91.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-877- 1.24% |
$66.2K - $72.9K
|
69.7K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-869- 0.53% |
$65.6K - $72.3K
|
164K
$4.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-849- 0.23% |
$64.1K - $70.6K
|
362K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-840- 2.55% |
$63.4K - $69.9K
|
32.1K
$903K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-837- 2.55% |
$63.2K - $69.6K
|
32K
$899K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-834- 2.09% |
$62.9K - $69.4K
|
39.2K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-829- 6.62% |
$62.6K - $69K
|
11.7K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-817- 11.68% |
$61.7K - $68K
|
6.18K
$174K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-776- 1.72% |
$58.6K - $64.5K
|
44.4K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-775- 1.95% |
$58.5K - $64.5K
|
39.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-774- 22.23% |
$58.4K - $64.4K
|
2.71K
$76.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-768- 6.65% |
$58K - $63.9K
|
10.8K
$303K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-743- 3.31% |
$56.1K - $61.8K
|
21.7K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-741- 1.46% |
$55.9K - $61.6K
|
50.2K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-731- 0.34% |
$55.2K - $60.8K
|
213K
$5.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-705- 2.97% |
$53.2K - $58.6K
|
23.1K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-698- 4.84% |
$52.7K - $58.1K
|
13.7K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-698- 4.24% |
$52.7K - $58.1K
|
15.8K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 11.39% |
$51.8K - $57.1K
|
5.34K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-671- 6.9% |
$50.6K - $55.8K
|
9.05K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-663- 1.96% |
$50K - $55.1K
|
33.2K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-661- 10.65% |
$49.9K - $55K
|
5.55K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-628- 0.9% |
$47.4K - $52.2K
|
69K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-623- 0.56% |
$47K - $51.8K
|
111K
$3.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-619- 17.3% |
$46.7K - $51.5K
|
2.96K
$83.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-608- 6.61% |
$45.9K - $50.6K
|
8.59K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-583- 0.82% |
$44K - $48.5K
|
70.3K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-580- 10.11% |
$43.8K - $48.2K
|
5.16K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-540- 7.73% |
$40.8K - $44.9K
|
6.45K
$181K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-539- 11.55% |
$40.7K - $44.8K
|
4.13K
$116K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-534- 1.16% |
$40.3K - $44.4K
|
45.6K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 3.48% |
$39.6K - $43.7K
|
14.6K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-517- 6.31% |
$39K - $43K
|
7.68K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-507- 1.27% |
$38.3K - $42.2K
|
39.5K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-500- 0.56% |
$37.7K - $41.6K
|
88.1K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-496- 2.92% |
$37.4K - $41.3K
|
16.5K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-493- 2.74% |
$37.2K - $41K
|
17.5K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-487- 3.78% |
$36.8K - $40.5K
|
12.4K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-484- 0.36% |
$36.5K - $40.3K
|
135K
$3.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-474- 2.11% |
$35.8K - $39.4K
|
22K
$617K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-462- 10.41% |
$34.9K - $38.4K
|
3.98K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-451- 6.63% |
$34K - $37.5K
|
6.35K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-433- 2.78% |
$32.7K - $36K
|
15.1K
$425K
|