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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
241New |
$15.7K - $17.1K
|
241
$6.93K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.47KNew |
$226K - $246K
|
3.47K
$99.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42.7KNew |
$2.79M - $3.03M
|
42.7K
$1.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 10.99% |
$136K - $148K
|
16.8K
$484K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-463- 61.65% |
$30.2K - $32.9K
|
288
$8.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.55% |
$261 - $284
|
737
$21.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-437- 0.43% |
$28.5K - $31K
|
101K
$2.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
715+ 0.28% |
$46.7K - $50.8K
|
252K
$7.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
27.8K+ 3.33% |
$1.82M - $1.98M
|
862K
$24.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-935- 8.5% |
$61K - $66.4K
|
10.1K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
958New |
$62.5K - $68K
|
958
$27.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-630- 9.78% |
$41.1K - $44.7K
|
5.82K
$167K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.94KNew |
$192K - $209K
|
2.94K
$84.6K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42New |
$2.74K - $2.98K
|
42
$1.21K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-36- 16.98% |
$2.35K - $2.56K
|
176
$5.06K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-999- 18.65% |
$64.2K - $73.8K
|
4.36K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.98KNew |
$191K - $220K
|
2.98K
$85.7K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-188- 4.06% |
$12.1K - $13.9K
|
4.44K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-104- 3.11% |
$6.68K - $7.69K
|
3.24K
$93.1K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.38KNew |
$281K - $324K
|
4.38K
$126K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.35K- 9.37% |
$279K - $321K
|
42.1K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 8.85% |
$38.5K - $44.3K
|
6.18K
$178K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.75K- 33.49% |
$498K - $573K
|
15.4K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 1.36% |
$257 - $296
|
290
$8.34K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.43% |
$1.28K - $1.48K
|
4.66K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.87K- 3.62% |
$120K - $138K
|
49.8K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
85New |
$5.46K - $6.28K
|
85
$2.44K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 60.94% |
$1.84M - $2.12M
|
18.4K
$529K
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.16K- 6.96% |
$74.5K - $85.7K
|
15.5K
$446K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.36% |
$193 - $222
|
834
$24K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-34- 11.04% |
$2.18K - $2.51K
|
274
$7.88K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$193 - $222
|
3
$86.3
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
160New |
$10.3K - $11.8K
|
160
$4.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.56% |
$128 - $148
|
357
$10.3K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.12KNew |
$265K - $304K
|
4.12K
$118K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
237+ 2.07% |
$15.2K - $17.5K
|
11.7K
$336K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78New |
$5.01K - $5.76K
|
78
$2.24K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
13.6K+ 54.21% |
$876K - $1.01M
|
38.8K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.3KNew |
$1.5M - $1.73M
|
23.3K
$671K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.99KNew |
$192K - $221K
|
2.99K
$85.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$146K - $168K
|
2.28K
$65.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.33KNew |
$214K - $246K
|
3.33K
$95.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
48New |
$3.08K - $3.55K
|
48
$1.38K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
238New |
$15.3K - $17.6K
|
238
$6.84K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
27+ 0.16% |
$1.73K - $2K
|
17.1K
$490K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48.8KNew |
$3.13M - $3.61M
|
48.8K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.6K- 3.47% |
$813K - $935K
|
352K
$10.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
43+ 0.36% |
$2.76K - $3.18K
|
12.1K
$349K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$83.9K - $96.2K
|
1.38K
$39.5K
|
|