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 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$61.1 - $69.9
|
573
$16.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.01KNew |
$61.7K - $70.6K
|
1.01K
$29.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
742New |
$45.3K - $51.9K
|
742
$21.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$108K - $124K
|
1.77K
$51.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
249New |
$15.2K - $17.4K
|
249
$7.21K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.43% |
$244 - $280
|
945
$27.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2KNew |
$685K - $785K
|
11.2K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
29New |
$1.77K - $2.03K
|
29
$839
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 10.73% |
$218K - $250K
|
36.9K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-515- 46.65% |
$31.4K - $36K
|
589
$17K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
157+ 2.24% |
$9.58K - $11K
|
7.17K
$207K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
522New |
$31.9K - $36.5K
|
522
$15.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
715+ 1.23% |
$43.7K - $50K
|
58.9K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-32- 0.2% |
$1.95K - $2.24K
|
16.2K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
13New |
$794 - $909
|
13
$376
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
12.2KNew |
$746K - $855K
|
12.2K
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-237- 4.31% |
$14.5K - $16.6K
|
5.26K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$611 - $699
|
11.8K
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-494- 5.81% |
$30.2K - $34.6K
|
8.01K
$232K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
86+ 0.9% |
$5.25K - $6.01K
|
9.69K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.47K
|
21
$608
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
178New |
$10.9K - $12.4K
|
178
$5.15K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
383New |
$23.4K - $26.8K
|
383
$11.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-6- 50.0% |
$366 - $420
|
6
$174
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$9.16K - $10.5K
|
150
$4.34K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-524- 4.7% |
$31.7K - $38K
|
10.6K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.7K+ 394.3% |
$1.5M - $1.79M
|
31K
$897K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3- 6.98% |
$182 - $218
|
40
$1.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
6.09KNew |
$369K - $442K
|
6.09K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
17.1K+ 173.27% |
$1.03M - $1.24M
|
26.9K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-915- 0.85% |
$55.4K - $66.3K
|
107K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-68- 16.39% |
$4.11K - $4.93K
|
347
$10K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
945+ 11.76% |
$57.2K - $68.5K
|
8.98K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.27K+ 14.45% |
$319K - $382K
|
41.8K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
388New |
$23.5K - $28.1K
|
388
$11.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$80.3K - $96.2K
|
1.33K
$38.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.6KNew |
$1.12M - $1.35M
|
18.6K
$538K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.43% |
$363 - $435
|
1.39K
$40.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-239- 5.81% |
$14.5K - $17.3K
|
3.87K
$112K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.1K- 97.54% |
$127K - $152K
|
53
$1.53K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-442- 8.91% |
$26.7K - $32K
|
4.52K
$131K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$179K - $215K
|
2.96K
$85.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-3.55K- 6.63% |
$215K - $257K
|
50K
$1.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
34.9KNew |
$2.11M - $2.53M
|
34.9K
$1.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-200- 3.53% |
$12.1K - $14.5K
|
5.46K
$158K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.77KNew |
$228K - $273K
|
3.77K
$109K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-52- 0.52% |
$3.15K - $3.77K
|
10K
$290K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
91.8KNew |
$5.55M - $6.66M
|
91.8K
$2.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 25.81% |
$484 - $580
|
39
$1.13K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.02K
$145K
|
|