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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60New |
$4.54K - $4.87K
|
60
$1.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
849+ 155.78% |
$64.3K - $68.9K
|
1.39K
$40.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.78K - $4.06K
|
50
$1.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.83KNew |
$290K - $311K
|
3.83K
$110K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 57.1% |
$363K - $389K
|
3.6K
$104K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
15+ 0.37% |
$1.14K - $1.22K
|
4.06K
$117K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-26- 0.03% |
$1.97K - $2.11K
|
77.3K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
63+ 2.5% |
$4.77K - $5.11K
|
2.58K
$74.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.9KNew |
$975K - $1.05M
|
12.9K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-566- 57.64% |
$42.8K - $46K
|
416
$12K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.27KNew |
$399K - $428K
|
5.27K
$151K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-112- 3.83% |
$8.48K - $9.09K
|
2.81K
$80.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$448K - $480K
|
5.92K
$170K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
360+ 500.0% |
$27.2K - $29.2K
|
432
$12.4K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-76- 66.67% |
$5.54K - $6.19K
|
38
$1.09K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 35.52% |
$4.74K - $5.29K
|
248
$7.13K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
651New |
$47.5K - $53K
|
651
$18.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 75.9% |
$10.8K - $12.1K
|
343
$9.86K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 81.14% |
$863K - $964K
|
2.75K
$79.1K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
152New |
$11.1K - $12.4K
|
152
$4.37K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 69.44% |
$21.9K - $24.4K
|
132
$3.8K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
128New |
$9.33K - $10.4K
|
128
$3.68K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4K+ 368.22% |
$1.99M - $2.23M
|
34.8K
$1M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 3200.0% |
$11.7K - $13K
|
165
$4.74K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.54KNew |
$185K - $207K
|
2.54K
$73.1K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-183- 2.37% |
$13.3K - $14.9K
|
7.53K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$190K - $212K
|
2.61K
$75K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.6K+ 2.2% |
$408K - $456K
|
259K
$7.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21K+ 70.89% |
$1.53M - $1.71M
|
50.6K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-253- 6.52% |
$18.4K - $20.6K
|
3.63K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.03% |
$1.31K - $1.47K
|
1.74K
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-509- 54.26% |
$37.1K - $41.4K
|
429
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-256- 27.59% |
$18.7K - $20.8K
|
672
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-365- 2.29% |
$26.6K - $29.7K
|
15.5K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.88% |
$7.29K - $8.14K
|
11.4K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$862K - $963K
|
11.8K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-120- 0.32% |
$8.75K - $9.77K
|
37.9K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 1.15% |
$1.46K - $1.63K
|
1.72K
$49.5K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
28KNew |
$2.04M - $2.28M
|
28K
$806K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$9.95M - $11.1M
|
137K
$3.93M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.21K- 2.88% |
$88.3K - $98.6K
|
40.8K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-637- 2.83% |
$46.4K - $51.9K
|
21.9K
$629K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 35.64% |
$4.88K - $5.46K
|
255
$7.33K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
199+ 14.59% |
$14.5K - $16.2K
|
1.56K
$44.9K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-277- 70.66% |
$20.2K - $22.6K
|
115
$3.31K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.5KNew |
$328K - $366K
|
4.5K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.5K+ 437.14% |
$1.06M - $1.18M
|
17.8K
$512K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.5KNew |
$182K - $203K
|
2.5K
$71.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14K+ 24.03% |
$1.02M - $1.14M
|
72.3K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
390+ 3900.0% |
$28.4K - $31.8K
|
400
$11.5K
|
|