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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 4.36% |
$11.1K - $11.9K
|
3.2K
$90.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-134- 18.11% |
$10.1K - $10.9K
|
606
$17.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-112- 3.83% |
$8.48K - $9.09K
|
2.81K
$79.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.18% |
$7.42K - $7.96K
|
8.24K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-79- 2.48% |
$5.98K - $6.41K
|
3.11K
$87.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-60- 2.28% |
$4.54K - $4.87K
|
2.57K
$72.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41- 0.29% |
$3.1K - $3.33K
|
14K
$394K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.52% |
$3.03K - $3.25K
|
7.67K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-36- 6.09% |
$2.72K - $2.92K
|
555
$15.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-29- 0.32% |
$2.2K - $2.35K
|
9.04K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-26- 0.03% |
$1.97K - $2.11K
|
77.3K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 0.9% |
$1.89K - $2.03K
|
2.75K
$77.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 1.35% |
$151 - $162
|
146
$4.11K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 1.01% |
$75.7 - $81.2
|
98
$2.76K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 81.14% |
$863K - $964K
|
2.75K
$77.6K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.49K- 3.78% |
$181K - $203K
|
63.4K
$1.79M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.37K- 22.78% |
$173K - $193K
|
8.03K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.21K- 17.43% |
$161K - $180K
|
10.5K
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.26K- 4.05% |
$91.8K - $103K
|
29.9K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.21K- 2.88% |
$88.3K - $98.6K
|
40.8K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-637- 2.83% |
$46.4K - $51.9K
|
21.9K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-509- 54.26% |
$37.1K - $41.4K
|
429
$12.1K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-405- 36.55% |
$29.5K - $33K
|
703
$19.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-365- 2.29% |
$26.6K - $29.7K
|
15.5K
$438K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-322- 0.72% |
$23.5K - $26.2K
|
44.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 69.44% |
$21.9K - $24.4K
|
132
$3.72K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-277- 70.66% |
$20.2K - $22.6K
|
115
$3.24K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-256- 27.59% |
$18.7K - $20.8K
|
672
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-253- 6.52% |
$18.4K - $20.6K
|
3.63K
$102K
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-205- 1.26% |
$14.9K - $16.7K
|
16K
$451K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-200- 3.78% |
$14.6K - $16.3K
|
5.09K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-183- 2.37% |
$13.3K - $14.9K
|
7.53K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-161- 3.88% |
$11.7K - $13.1K
|
3.98K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-133- 3.86% |
$9.69K - $10.8K
|
3.31K
$93.2K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-120- 0.32% |
$8.75K - $9.77K
|
37.9K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 33.33% |
$7.29K - $8.14K
|
200
$5.63K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-80- 0.53% |
$5.83K - $6.51K
|
14.9K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-76- 1.5% |
$5.54K - $6.19K
|
5K
$141K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-28- 0.45% |
$2.04K - $2.28K
|
6.25K
$176K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-21- 7.75% |
$1.53K - $1.71K
|
250
$7.04K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 1.15% |
$1.46K - $1.63K
|
1.72K
$48.5K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.03% |
$1.31K - $1.47K
|
1.74K
$48.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 50.0% |
$510 - $570
|
7
$197
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.65K- 49.48% |
$167K - $201K
|
2.71K
$76.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.55K- 1.49% |
$97.4K - $117K
|
102K
$2.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.02K- 19.89% |
$64.3K - $77.5K
|
4.11K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1K- 7.79% |
$63K - $76K
|
11.8K
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-764- 19.42% |
$48.1K - $58K
|
3.17K
$89.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-664- 3.46% |
$41.8K - $50.4K
|
18.5K
$522K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-570- 30.89% |
$35.9K - $43.3K
|
1.28K
$35.9K
|
|