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 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-427- 10.56% |
$32.2K - $35.5K
|
3.62K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-425- 16.3% |
$32.1K - $35.4K
|
2.18K
$61.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$74.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-421- 2.08% |
$31.8K - $35K
|
19.8K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-419- 4.46% |
$31.6K - $34.9K
|
8.98K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-418- 1.94% |
$31.5K - $34.8K
|
21.1K
$594K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 34.97% |
$31.1K - $34.3K
|
766
$21.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-408- 0.87% |
$30.8K - $33.9K
|
46.6K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-400- 0.34% |
$30.2K - $33.3K
|
117K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-398- 2.42% |
$30K - $33.1K
|
16.1K
$452K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-394- 0.68% |
$29.7K - $32.8K
|
57.5K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-386- 7.24% |
$29.1K - $32.1K
|
4.95K
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-380- 4.34% |
$28.7K - $31.6K
|
8.37K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-372- 1.01% |
$28.1K - $30.9K
|
36.3K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-369- 2.68% |
$27.8K - $30.7K
|
13.4K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-362- 8.97% |
$27.3K - $30.1K
|
3.67K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-354- 3.93% |
$26.7K - $29.4K
|
8.65K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-352- 1.3% |
$26.6K - $29.3K
|
26.7K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-347- 1.62% |
$26.2K - $28.9K
|
21K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-345- 1.38% |
$26K - $28.7K
|
24.7K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-329- 2.56% |
$24.8K - $27.4K
|
12.5K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-319- 7.74% |
$24.1K - $26.5K
|
3.8K
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-315- 1.54% |
$23.8K - $26.2K
|
20.2K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-314- 0.33% |
$23.7K - $26.1K
|
95K
$2.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.58% |
$23.4K - $25.8K
|
53.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-309- 0.3% |
$23.3K - $25.7K
|
102K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-309- 0.79% |
$23.3K - $25.7K
|
38.7K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-308- 10.42% |
$23.2K - $25.6K
|
2.65K
$74.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-303- 3.67% |
$22.9K - $25.2K
|
7.96K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-296- 41.63% |
$22.3K - $24.6K
|
415
$11.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-292- 0.29% |
$22K - $24.3K
|
101K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-290- 1.29% |
$21.9K - $24.1K
|
22.2K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-281- 2.25% |
$21.2K - $23.4K
|
12.2K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-280- 5.02% |
$21.1K - $23.3K
|
5.3K
$149K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-267- 2.01% |
$20.2K - $22.2K
|
13K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$78.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-259- 3.16% |
$19.5K - $21.5K
|
7.94K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-254- 1.86% |
$19.2K - $21.1K
|
13.4K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-252- 5.69% |
$19K - $21K
|
4.18K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-248- 2.94% |
$18.7K - $20.6K
|
8.2K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-248- 1.09% |
$18.7K - $20.6K
|
22.5K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-242- 1.22% |
$18.3K - $20.1K
|
19.6K
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-238- 4.79% |
$18K - $19.8K
|
4.73K
$133K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-230- 5.87% |
$17.4K - $19.1K
|
3.69K
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-225- 2.26% |
$17K - $18.7K
|
9.74K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-221- 0.73% |
$16.7K - $18.4K
|
30.1K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-207- 0.5% |
$15.6K - $17.2K
|
41.4K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-199- 2.64% |
$15K - $16.6K
|
7.34K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.52% |
$14.2K - $15.6K
|
12.2K
$342K
|