Latest Institutional Transactions on Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.2K- 12.81% |
$393K - $433K
|
35.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-61- 1.9% |
$4.6K - $5.07K
|
3.15K
$91K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
747+ 10.45% |
$56.4K - $62.1K
|
7.89K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
995+ 24.27% |
$75.1K - $82.8K
|
5.1K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-7- 0.17% |
$528 - $582
|
4K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 55.81% |
$124K - $137K
|
1.31K
$37.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 14.18% |
$79.6K - $87.8K
|
8.49K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.45K+ 6.29% |
$185K - $204K
|
41.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$185K - $203K
|
2.45K
$70.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.6K+ 33.36% |
$2.39M - $2.63M
|
126K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 7.09% |
$853K - $941K
|
148K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
179+ 5.74% |
$13.5K - $14.9K
|
3.3K
$95.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-20.9K- 57.56% |
$1.58M - $1.74M
|
15.4K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
82+ 0.09% |
$6.19K - $6.82K
|
88.3K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.4K- 1.88% |
$2.14M - $2.36M
|
1.49M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.56K+ 3.0% |
$269K - $296K
|
123K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.31KNew |
$250K - $275K
|
3.31K
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 64.93% |
$2.25M - $2.48M
|
75.8K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
173+ 3.72% |
$13.1K - $14.4K
|
4.83K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147KNew |
$11.1M - $12.2M
|
147K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
145+ 2.31% |
$10.9K - $12.1K
|
6.44K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-173- 1.58% |
$13.1K - $14.4K
|
10.8K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44K+ 28.08% |
$3.32M - $3.66M
|
201K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 22.95% |
$151K - $167K
|
6.72K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
46.3K+ 101.46% |
$3.49M - $3.85M
|
91.9K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68K+ 46.87% |
$353K - $389K
|
14.7K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.4K+ 2.59% |
$6.22M - $6.85M
|
3.26M
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 202.65% |
$772K - $851K
|
15.3K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.14K+ 22.89% |
$388K - $428K
|
27.6K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 28.86% |
$1.29M - $1.42M
|
42K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$486K - $535K
|
6.43K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 8.03% |
$149K - $164K
|
26.5K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2KNew |
$771K - $849K
|
10.2K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 1.07% |
$600K - $661K
|
735K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.5KNew |
$189K - $208K
|
2.5K
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-6.12K- 60.31% |
$462K - $509K
|
4.03K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123+ 0.35% |
$9.28K - $10.2K
|
34.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
833+ 5.02% |
$62.9K - $69.3K
|
17.4K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
23+ 0.67% |
$1.74K - $1.91K
|
3.46K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32K- 30.78% |
$2.42M - $2.66M
|
72K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.24K+ 1.76% |
$93.8K - $103K
|
71.8K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.71K- 6.04% |
$205K - $225K
|
42.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22K- 1.64% |
$319K - $351K
|
253K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41K- 0.41% |
$106K - $117K
|
342K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-248- 2.94% |
$18.7K - $20.6K
|
8.2K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.44K+ 1.19% |
$108K - $119K
|
122K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-993- 3.2% |
$74.9K - $82.6K
|
30K
$869K
|