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 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.27K+ 3.56% |
$95.8K - $106K
|
36.9K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
88+ 0.75% |
$6.64K - $7.32K
|
11.8K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-3- 0.03% |
$226 - $250
|
9.1K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.17KNew |
$240K - $264K
|
3.17K
$91.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-347- 1.62% |
$26.2K - $28.9K
|
21K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-106- 0.78% |
$8K - $8.82K
|
13.5K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
236+ 0.37% |
$17.8K - $19.6K
|
64K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.7K- 46.87% |
$1.26M - $1.39M
|
18.9K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
511+ 1.45% |
$38.6K - $42.5K
|
35.8K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.68K+ 3.72% |
$353K - $389K
|
130K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.28K- 1.67% |
$96.9K - $107K
|
75.4K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.08% |
$302 - $333
|
4.85K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.3K+ 3.26% |
$173K - $191K
|
72.7K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-119K- 94.08% |
$9M - $9.92M
|
7.51K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288K+ 14.57% |
$21.7M - $24M
|
2.26M
$65.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.7K- 27.73% |
$204K - $225K
|
7.04K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.56KNew |
$193K - $213K
|
2.56K
$74.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-280- 5.02% |
$21.1K - $23.3K
|
5.3K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
3.56K+ 4.6% |
$269K - $296K
|
80.9K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 11.39% |
$84K - $92.6K
|
10.9K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-314- 0.33% |
$23.7K - $26.1K
|
95K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.33KNew |
$252K - $277K
|
3.33K
$96.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.95M+ 222.05% |
$374M - $412M
|
7.18M
$208M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
125+ 0.82% |
$9.43K - $10.4K
|
15.3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
644+ 2.55% |
$48.6K - $53.6K
|
25.9K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 7.5% |
$1.64M - $1.8M
|
311K
$8.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.69K- 4.31% |
$430K - $474K
|
126K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-242- 1.22% |
$18.3K - $20.1K
|
19.6K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.59K- 15.1% |
$497K - $548K
|
37.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.16K- 2.0% |
$239K - $263K
|
155K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-943- 20.62% |
$71.2K - $78.4K
|
3.63K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.8K+ 47.43% |
$6.7M - $7.39M
|
276K
$7.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
68.6K+ 148.34% |
$5.18M - $5.71M
|
115K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40- 1.1% |
$3.02K - $3.33K
|
3.58K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.51K+ 51.12% |
$341K - $375K
|
13.3K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-421- 2.08% |
$31.8K - $35K
|
19.8K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.36K- 35.31% |
$178K - $196K
|
4.32K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
10.6K+ 10.01% |
$803K - $885K
|
117K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
33.4K+ 351.02% |
$2.52M - $2.78M
|
42.9K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 43.13% |
$766K - $845K
|
33.7K
$975K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.25% |
$2.72K - $2.99K
|
14.4K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-829- 6.62% |
$62.6K - $69K
|
11.7K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$18.9K - $20.8K
|
250
$7.24K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 3.48% |
$39.6K - $43.7K
|
14.6K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01KNew |
$76.5K - $84.3K
|
1.01K
$29.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.51K- 4.68% |
$340K - $375K
|
91.8K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-248- 1.09% |
$18.7K - $20.6K
|
22.5K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-369- 2.68% |
$27.8K - $30.7K
|
13.4K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
311New |
$23.5K - $25.9K
|
311
$9K
|