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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.39K- 5.14% |
$105K - $115K
|
25.6K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-418- 1.94% |
$31.5K - $34.8K
|
21.1K
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-147- 3.64% |
$11.1K - $12.2K
|
3.89K
$113K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$75.5 - $83.2
|
1.3K
$37.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-214K- 2.13% |
$16.1M - $17.8M
|
9.83M
$284M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
654+ 5.02% |
$49.4K - $54.4K
|
13.7K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$826K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-380- 4.34% |
$28.7K - $31.6K
|
8.37K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-671- 6.9% |
$50.6K - $55.8K
|
9.05K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.03% |
$226 - $250
|
10K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.43KNew |
$184K - $202K
|
2.43K
$70.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-289K- 73.81% |
$21.8M - $24M
|
103K
$2.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.36KNew |
$253K - $279K
|
3.36K
$97.2K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.57K+ 2.54% |
$496K - $546K
|
265K
$7.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6+ 0.03% |
$453 - $499
|
18K
$522K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-628- 0.9% |
$47.4K - $52.2K
|
69K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 1.16% |
$77.6K - $85.5K
|
87.8K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 5.45% |
$1.28M - $1.41M
|
328K
$9.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.8K+ 28.34% |
$1.12M - $1.23M
|
67.1K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-118- 2.25% |
$8.91K - $9.82K
|
5.14K
$149K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.2K+ 2.52% |
$166K - $183K
|
89.5K
$2.59M
|
|
| Q2 2024 | |||||||
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.62KNew |
$274K - $294K
|
3.62K
$105K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.13KClosed |
$85.5K - $91.7K
|
0
$0
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$1.37M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
980New |
$74.2K - $79.6K
|
980
$28.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.42K - $2.6K
|
32
$926
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.18% |
$7.42K - $7.96K
|
8.24K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.01KNew |
$152K - $163K
|
2.01K
$58.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.39KNew |
$257K - $275K
|
3.39K
$98.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.27K+ 22.9% |
$172K - $185K
|
12.2K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51New |
$3.86K - $4.14K
|
51
$1.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41- 0.29% |
$3.1K - $3.33K
|
14K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.21K+ 6.86% |
$91.7K - $98.3K
|
18.9K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 1.35% |
$151 - $162
|
146
$4.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 4.36% |
$11.1K - $11.9K
|
3.2K
$92.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-244- 7.52% |
$18.5K - $19.8K
|
3K
$86.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1K+ 5.86% |
$839K - $900K
|
200K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.39KNew |
$332K - $356K
|
4.39K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
160+ 71.75% |
$12.1K - $13K
|
383
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 1.88% |
$140K - $151K
|
96.5K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.9K+ 1113.71% |
$295K - $316K
|
4.25K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.3KNew |
$98.4K - $106K
|
1.3K
$37.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.21K- 2.34% |
$167K - $179K
|
92.1K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
565+ 7.68% |
$42.8K - $45.9K
|
7.92K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
130+ 4.71% |
$9.84K - $10.6K
|
2.89K
$83.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 3.9% |
$15.1K - $16.2K
|
4.91K
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$849K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.51KNew |
$341K - $366K
|
4.51K
$131K
|
|