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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-113K- 75.78% |
$8.5M - $9.37M
|
36K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 12.32% |
$145K - $160K
|
13.7K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.85KNew |
$290K - $320K
|
3.85K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
415+ 3.34% |
$31.3K - $34.5K
|
12.8K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 4.59% |
$1.79M - $1.97M
|
540K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
194+ 0.43% |
$14.6K - $16.1K
|
44.8K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 6.54% |
$81.6K - $89.9K
|
17.6K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.02K- 2.74% |
$76.7K - $84.5K
|
36.1K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 21.7% |
$238K - $262K
|
11.4K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.38K- 14.22% |
$179K - $198K
|
14.3K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.54% |
$242K - $266K
|
584K
$16.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $166
|
2.7K
$78.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.26K- 4.56% |
$246K - $271K
|
68.4K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3K+ 2.61% |
$226K - $250K
|
118K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.06K- 5.46% |
$382K - $421K
|
87.6K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
845+ 4.74% |
$63.8K - $70.3K
|
18.7K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-133- 3.89% |
$10K - $11.1K
|
3.29K
$95.2K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77.4K- 61.71% |
$5.84M - $6.44M
|
48K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-462- 10.41% |
$34.9K - $38.4K
|
3.98K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 56.0% |
$160K - $176K
|
5.9K
$171K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
699+ 13.3% |
$52.8K - $58.1K
|
5.96K
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
5.06K+ 25.13% |
$382K - $421K
|
25.2K
$729K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.22% |
$151 - $166
|
897
$26K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-121- 2.02% |
$9.13K - $10.1K
|
5.88K
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-500- 0.56% |
$37.7K - $41.6K
|
88.1K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
65New |
$4.91K - $5.41K
|
65
$1.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 3.33% |
$965K - $1.06M
|
397K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.5K- 3.44% |
$1.02M - $1.12M
|
379K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-93- 0.03% |
$7.02K - $7.74K
|
339K
$9.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 3.14% |
$94.6K - $104K
|
41.2K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.89K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
865+ 4.41% |
$65.3K - $72K
|
20.5K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$302 - $333
|
4
$116
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
421+ 0.5% |
$31.8K - $35K
|
84.8K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.9% |
$75.5 - $83.2
|
112
$3.24K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.1KNew |
$835K - $920K
|
11.1K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 2.66% |
$1.55M - $1.71M
|
753K
$21.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$76.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.39K- 16.82% |
$180K - $198K
|
11.8K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.57KNew |
$194K - $214K
|
2.57K
$74.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.5K- 5.03% |
$2.91M - $3.2M
|
727K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
518+ 6.66% |
$39.1K - $43.1K
|
8.3K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
116+ 0.34% |
$8.75K - $9.65K
|
34.1K
$987K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 23.4% |
$973K - $1.07M
|
42.2K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-290- 1.29% |
$21.9K - $24.1K
|
22.2K
$641K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93- 1.62% |
$7.02K - $7.74K
|
5.66K
$164K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$264K - $291K
|
3.5K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.5K+ 1.78% |
$113K - $125K
|
85.6K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$120K
|