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 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
$137K
|
|
|
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 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
$18.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
10.2K+ 4.31% |
$621K - $779K
|
247K
$7.09M
|
|
|
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
$7.13K
|
|
|
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
$326K
|
|
|
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
$28.8
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
12.8K+ 63.11% |
$781K - $980K
|
33.1K
$953K
|
|
|
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
$195K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
20New |
$1.22K - $1.53K
|
20
$575
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
102KNew |
$6.2M - $7.78M
|
102K
$2.93M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$487 - $611
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-466- 6.8% |
$28.4K - $35.6K
|
6.39K
$184K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-31KClosed |
$1.89M - $2.37M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.75KClosed |
$228K - $286K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.62KClosed |
$403K - $506K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-4.28KClosed |
$302K - $346K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-65- 69.89% |
$4.59K - $5.26K
|
28
$805
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-81- 2.18% |
$5.72K - $6.55K
|
3.64K
$105K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.59KClosed |
$183K - $210K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7KClosed |
$1.04M - $1.19M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82Closed |
$5.79K - $6.63K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.95K- 81.85% |
$138K - $158K
|
433
$12.4K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$799K - $914K
|
11.3K
$325K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-113Closed |
$7.98K - $9.14K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-339Closed |
$24K - $27.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-89.4KClosed |
$6.32M - $7.23M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.49KClosed |
$176K - $202K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.52KClosed |
$178K - $204K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-154Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-21.5KClosed |
$1.52M - $1.74M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 2.55% |
$424 - $485
|
241
$6.93K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.01KClosed |
$283K - $324K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.38KClosed |
$238K - $273K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-73Closed |
$5.16K - $5.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
280New |
$19.8K - $22.6K
|
280
$8.05K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-25Closed |
$1.77K - $2.02K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-49Closed |
$3.46K - $3.96K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
20.3KNew |
$1.44M - $1.64M
|
20.3K
$584K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2Closed |
$141 - $162
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.91KClosed |
$206K - $235K
|
0
$0
|
|