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 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-545- 16.55% |
$34.3K - $41.4K
|
2.75K
$77.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-488- 10.29% |
$30.7K - $37.1K
|
4.25K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-396- 56.98% |
$25K - $30.1K
|
299
$8.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 54.11% |
$18.7K - $22.5K
|
251
$7.07K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-177- 2.61% |
$11.2K - $13.4K
|
6.6K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 1.45% |
$6.3K - $7.6K
|
6.78K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 13.73% |
$1.32K - $1.59K
|
132
$3.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19- 7.98% |
$1.2K - $1.44K
|
219
$6.17K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.03% |
$315 - $380
|
14.9K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.51% |
$63 - $76
|
197
$5.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.02% |
$63 - $76
|
5K
$141K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.66K- 36.73% |
$378K - $419K
|
9.74K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 1.54% |
$198K - $219K
|
190K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-623- 2.13% |
$41.6K - $46.1K
|
28.6K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-447- 4.61% |
$29.8K - $33.1K
|
9.25K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-360- 1.39% |
$24K - $26.6K
|
25.5K
$719K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-360- 5.2% |
$24K - $26.6K
|
6.56K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-349- 3.88% |
$23.3K - $25.8K
|
8.66K
$244K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-238- 2.36% |
$15.9K - $17.6K
|
9.85K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 17.86% |
$334 - $370
|
23
$648
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 10.99% |
$136K - $148K
|
16.8K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.28K- 1.46% |
$83.4K - $90.7K
|
86.2K
$2.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 62.46% |
$72.1K - $78.5K
|
664
$18.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-935- 8.5% |
$61K - $66.4K
|
10.1K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-630- 9.78% |
$41.1K - $44.7K
|
5.82K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-546- 1.74% |
$35.6K - $38.8K
|
30.8K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-463- 61.65% |
$30.2K - $32.9K
|
288
$8.11K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-437- 0.43% |
$28.5K - $31K
|
101K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-324- 6.89% |
$21.2K - $23K
|
4.38K
$123K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-150- 1.28% |
$9.79K - $10.7K
|
11.6K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-132- 6.8% |
$8.62K - $9.38K
|
1.81K
$51K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-38- 2.58% |
$2.48K - $2.7K
|
1.43K
$40.4K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-36- 16.98% |
$2.35K - $2.56K
|
176
$4.96K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-30- 0.99% |
$1.96K - $2.13K
|
3K
$84.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.28K
|
1
$28.2
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 60.94% |
$1.84M - $2.12M
|
18.4K
$518K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.6K- 3.47% |
$813K - $935K
|
352K
$9.92M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.75K- 33.49% |
$498K - $573K
|
15.4K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.35K- 9.37% |
$279K - $321K
|
42.1K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.87K- 3.62% |
$120K - $138K
|
49.8K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.16K- 6.96% |
$74.5K - $85.7K
|
15.5K
$437K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-999- 18.65% |
$64.2K - $73.8K
|
4.36K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 8.85% |
$38.5K - $44.3K
|
6.18K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-188- 4.06% |
$12.1K - $13.9K
|
4.44K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-155- 16.23% |
$9.96K - $11.5K
|
800
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-104- 3.11% |
$6.68K - $7.69K
|
3.24K
$91.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-34- 11.04% |
$2.18K - $2.51K
|
274
$7.72K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 1.36% |
$257 - $296
|
290
$8.17K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.12% |
$65.5K - $75K
|
49.5K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-655- 3.42% |
$40K - $45.8K
|
18.5K
$521K
|
|