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 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.27K - $1.52K
|
21
$608
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-27K- 84.59% |
$1.63M - $1.96M
|
4.91K
$142K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
52+ 0.43% |
$3.15K - $3.77K
|
12.1K
$351K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-181- 77.02% |
$11K - $13.8K
|
54
$1.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-11.8KClosed |
$717K - $899K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.33KClosed |
$325K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.43% |
$365 - $458
|
1.41K
$40.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66KClosed |
$162K - $203K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$225K - $282K
|
3.69K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77Closed |
$4.69K - $5.88K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 92.4% |
$178K - $224K
|
6.1K
$177K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8KClosed |
$716K - $899K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
$2.5K - $3.13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-545- 11.17% |
$33.2K - $41.6K
|
4.34K
$125K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4.51KNew |
$274K - $344K
|
4.51K
$130K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
52+ 0.3% |
$3.17K - $3.97K
|
17.2K
$498K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.87K- 5.96% |
$114K - $143K
|
29.5K
$854K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-5.7KClosed |
$347K - $436K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$823K - $1.03M
|
13.5K
$391K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 24.17% |
$88.4K - $111K
|
4.55K
$132K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19.1KNew |
$1.16M - $1.46M
|
19.1K
$552K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.03KClosed |
$62.9K - $78.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 80.35% |
$79.2K - $99.3K
|
318
$9.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-23Closed |
$1.4K - $1.76K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.11KClosed |
$189K - $238K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.09K - $7.64K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
364+ 9.85% |
$22.2K - $27.8K
|
4.06K
$117K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $220K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.05K - $3.82K
|
50
$1.45K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-136- 37.88% |
$8.28K - $10.4K
|
223
$6.45K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.12K+ 10.79% |
$373K - $468K
|
62.9K
$1.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-177KClosed |
$10.8M - $13.5M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 20.92% |
$76.9K - $96.5K
|
4.77K
$138K
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.64KClosed |
$161K - $202K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-23Closed |
$1.4K - $1.76K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
550New |
$33.5K - $42K
|
550
$15.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-92KClosed |
$5.6M - $7.03M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.04KClosed |
$185K - $232K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2+ 0.31% |
$122 - $153
|
638
$18.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
10.2K+ 4.31% |
$621K - $779K
|
247K
$7.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.97KClosed |
$303K - $379K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-418- 52.05% |
$25.5K - $31.9K
|
385
$11.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
248New |
$15.1K - $18.9K
|
248
$7.18K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.53KClosed |
$215K - $269K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-498- 4.2% |
$30.3K - $38K
|
11.3K
$328K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3.21KClosed |
$195K - $245K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$60.9 - $76.4
|
1
$28.9
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
12.8K+ 63.11% |
$781K - $980K
|
33.1K
$959K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.32KClosed |
$202K - $254K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-455- 6.3% |
$27.7K - $34.8K
|
6.77K
$196K
|
|