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 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-49.2KClosed |
$3.67M - $3.89M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-819Closed |
$61.1K - $64.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-125Closed |
$9.33K - $9.89K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-19KClosed |
$1.42M - $1.51M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-30Closed |
$2.24K - $2.37K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
214KNew |
$16M - $16.9M
|
214K
$6.15M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-102Closed |
$7.61K - $8.07K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$364K - $386K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-335Closed |
$25K - $26.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.19KClosed |
$214K - $245K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
872+ 2.26% |
$58.5K - $67K
|
39.5K
$1.14M
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101New |
$6.77K - $7.76K
|
101
$2.9K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-480Closed |
$32.2K - $36.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$214K - $246K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-457Closed |
$30.7K - $35.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.63KClosed |
$377K - $432K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-110Closed |
$7.38K - $8.45K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-195Closed |
$13.1K - $15K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-48.6KClosed |
$3.26M - $3.74M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$124K - $142K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-6.47KClosed |
$434K - $497K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-538Closed |
$36.1K - $41.3K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$67.1 - $76.9
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-207Closed |
$13.9K - $15.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-72Closed |
$4.83K - $5.53K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 12, 2024
Q4 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-14KClosed |
$783K - $958K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$79.3K - $97.1K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$22.4K - $27.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
800New |
$44.7K - $54.8K
|
800
$23K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
137KNew |
$7.67M - $9.38M
|
137K
$3.94M
|
|
|
Feb 16, 2021
Q4 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-137Closed |
$7.66K - $9.38K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-25- 50.0% |
$1.4K - $1.71K
|
25
$719
|
|
|
Feb 10, 2021
Q4 2020
|
Family Management Corp
New York, NY |
BUY
|
- |
2.63KNew |
$147K - $180K
|
2.63K
$75.7K
|
|
|
Feb 10, 2021
Q4 2020
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-4.07KClosed |
$227K - $278K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-19Closed |
$1.06K - $1.3K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
170KNew |
$9.5M - $11.6M
|
170K
$4.88M
|
|
|
Feb 02, 2021
Q4 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-28KClosed |
$1.57M - $1.92M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-215Closed |
$12K - $14.7K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.8KNew |
$269K - $329K
|
4.8K
$138K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-306Closed |
$15.9K - $18K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.1KClosed |
$421K - $477K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
200New |
$10.4K - $11.8K
|
200
$5.75K
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-6.89KClosed |
$358K - $406K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-229KClosed |
$11.9M - $13.5M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.98KClosed |
$207K - $234K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-82Closed |
$4.26K - $4.82K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-139KClosed |
$7.25M - $8.2M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.38KClosed |
$123K - $140K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.27KClosed |
$274K - $310K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.36KNew |
$486K - $550K
|
9.36K
$269K
|
|