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 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.24K- 4.25% |
$169K - $187K
|
50.5K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
24+ 0.53% |
$1.81K - $2K
|
4.59K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.1K+ 163.96% |
$837K - $922K
|
17.9K
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-534- 1.16% |
$40.3K - $44.4K
|
45.6K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.53K- 15.47% |
$191K - $211K
|
13.9K
$401K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.95K+ 1.76% |
$222K - $245K
|
170K
$4.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.9K+ 434.07% |
$2.03M - $2.24M
|
33.1K
$957K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.71K+ 1.5% |
$129K - $142K
|
116K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$80.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
981+ 12.29% |
$74K - $81.6K
|
8.96K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
4.51K+ 150366.67% |
$340K - $375K
|
4.51K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-663- 1.96% |
$50K - $55.1K
|
33.2K
$960K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-92- 2.39% |
$6.94K - $7.65K
|
3.75K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
71+ 0.21% |
$5.36K - $5.91K
|
33.8K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.6K+ 3.14% |
$422K - $466K
|
184K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-165- 0.84% |
$12.5K - $13.7K
|
19.5K
$564K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 1.03% |
$10.4K - $11.5K
|
13.3K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-451- 6.63% |
$34K - $37.5K
|
6.35K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15K- 24.51% |
$1.13M - $1.25M
|
46.3K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.5K- 2.97% |
$1.32M - $1.46M
|
573K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-296- 41.63% |
$22.3K - $24.6K
|
415
$12K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
474+ 12.96% |
$35.8K - $39.4K
|
4.13K
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.52KNew |
$190K - $210K
|
2.52K
$73K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$72.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.16% |
$377 - $416
|
3.15K
$91.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.2K+ 6.09% |
$1.52M - $1.68M
|
351K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 2.44% |
$132K - $145K
|
73.2K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.15K- 0.76% |
$238K - $262K
|
413K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.88K- 17.74% |
$142K - $156K
|
8.72K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 1.32% |
$11.3K - $12.5K
|
11.2K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.68K+ 2.42% |
$202K - $223K
|
113K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 4.57% |
$163K - $180K
|
49.5K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-98- 54.14% |
$7.4K - $8.15K
|
83
$2.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 1.92% |
$146K - $161K
|
98.6K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-168- 6.1% |
$12.7K - $14K
|
2.59K
$74.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 3.88% |
$120K - $132K
|
42.6K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.5K- 16.67% |
$189K - $208K
|
12.5K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.17K- 4.31% |
$466K - $513K
|
137K
$3.96M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.58% |
$226 - $250
|
524
$15.2K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
24.3K+ 220.4% |
$1.83M - $2.02M
|
35.3K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.49% |
$2.26K - $2.5K
|
6.05K
$175K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$463
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.8K- 59.49% |
$968K - $1.07M
|
8.74K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.6KNew |
$196K - $216K
|
2.6K
$75.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-496- 2.92% |
$37.4K - $41.3K
|
16.5K
$478K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
906+ 2.06% |
$68.4K - $75.4K
|
44.9K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.8% |
$151 - $166
|
251
$7.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.02K- 1.07% |
$153K - $168K
|
188K
$5.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
196+ 2.95% |
$14.8K - $16.3K
|
6.83K
$198K
|