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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
171KNew |
$10.8M - $13M
|
171K
$4.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
421New |
$26.5K - $32K
|
421
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24.8KNew |
$1.56M - $1.88M
|
24.8K
$717K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 7.13% |
$1.38M - $1.67M
|
330K
$9.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-545- 16.55% |
$34.3K - $41.4K
|
2.75K
$79.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
12.4KNew |
$780K - $941K
|
12.4K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 54.11% |
$18.7K - $22.5K
|
251
$7.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$214K - $259K
|
3.4K
$98.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.66KNew |
$167K - $202K
|
2.66K
$76.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32.5KNew |
$2.04M - $2.46M
|
32.5K
$939K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.14K+ 13.29% |
$72K - $86.7K
|
9.73K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 13.73% |
$1.32K - $1.59K
|
132
$3.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.55% |
$252 - $304
|
732
$21.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
80+ 1.94% |
$5.04K - $6.08K
|
4.21K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.6K+ 276.92% |
$227K - $273K
|
4.9K
$142K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 1.72% |
$63 - $76
|
59
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128New |
$8.07K - $9.72K
|
128
$3.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.61K+ 33.02% |
$228K - $274K
|
14.6K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.53K+ 5.09% |
$601K - $724K
|
197K
$5.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.55K- 1.49% |
$97.4K - $117K
|
102K
$2.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-488- 10.29% |
$30.7K - $37.1K
|
4.25K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.38KNew |
$213K - $257K
|
3.38K
$97.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.03% |
$315 - $380
|
14.9K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
11+ 0.34% |
$693 - $835
|
3.29K
$95.1K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.74KNew |
$173K - $208K
|
2.74K
$79.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$5.79K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.39K+ 31.37% |
$87.5K - $105K
|
5.82K
$168K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
72.8K+ 1063.69% |
$4.59M - $5.53M
|
79.6K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.86KNew |
$180K - $217K
|
2.86K
$82.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$2.9K - $3.49K
|
46
$1.33K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.29K+ 6.87% |
$81.4K - $98.1K
|
20.1K
$581K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 9.17% |
$180K - $217K
|
34K
$984K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$134 - $148
|
2
$57.9
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$75.4K - $83.6K
|
1.13K
$32.7K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
58New |
$3.87K - $4.29K
|
58
$1.68K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4KNew |
$758K - $840K
|
11.4K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5K+ 91.67% |
$367K - $407K
|
11.5K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.66K- 36.73% |
$378K - $419K
|
9.74K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-349- 3.88% |
$23.3K - $25.8K
|
8.66K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-623- 2.13% |
$41.6K - $46.1K
|
28.6K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-447- 4.61% |
$29.8K - $33.1K
|
9.25K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
411New |
$27.4K - $30.4K
|
411
$11.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.4KNew |
$1.16M - $1.29M
|
17.4K
$505K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
163+ 189.53% |
$10.9K - $12.1K
|
249
$7.21K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.43% |
$66.8 - $74
|
71
$2.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-360- 1.39% |
$24K - $26.6K
|
25.5K
$738K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 1.54% |
$198K - $219K
|
190K
$5.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
335+ 9.93% |
$22.4K - $24.8K
|
3.71K
$107K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 1285.71% |
$30K - $33.3K
|
485
$14K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
191KNew |
$12.7M - $14.1M
|
191K
$5.52M
|
|