Latest Institutional Transactions on Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-41.4K
Closed
$2.15M - $2.44M
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-49
- 0.73%
$1.91K - $2.79K
6.66K $174K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-700
Closed
$27.3K - $39.9K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-23.8K
Closed
$930K - $1.36M
0 $0
Aug 13, 2020 Q2 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-50.8K
Closed
$1.98M - $2.9M
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-663
Closed
$25.9K - $37.8K
0 $0
Aug 12, 2020 Q2 2020
One Charles Private Wealth Services, LLC

SELL
 -
-21.6K
Closed
$843K - $1.23M
0 $0
Aug 11, 2020 Q2 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-2.44K
Closed
$95.3K - $139K
0 $0
Aug 10, 2020 Q2 2020
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-6.12K
Closed
$239K - $349K
0 $0
Aug 10, 2020 Q2 2020
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-4.88K
Closed
$190K - $278K
0 $0
Aug 06, 2020 Q2 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-18
Closed
$702 - $1.03K
0 $0
Aug 04, 2020 Q2 2020
Integrated Investment Consultants, LLC

SELL
 -
-12.9K
Closed
$503K - $736K
0 $0
Aug 03, 2020 Q2 2020
Danda Trouve Investment Management, Inc.

SELL
 -
-67
Closed
$2.61K - $3.82K
0 $0
Jul 31, 2020 Q2 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-6.36K
Closed
$248K - $363K
0 $0
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-13
Closed
$507 - $741
0 $0
Jul 24, 2020 Q2 2020
Stillwater Capital Advisors, LLC

BUY
 -
4.31K
New
$168K - $246K
4.31K $113K
Jul 23, 2020 Q2 2020
Ddd Partners, LLC

SELL
 -
-14.7K
Closed
$575K - $840K
0 $0
Jul 20, 2020 Q2 2020
Vishria Bird Financial Group, LLC

SELL
 -
-74.4K
Closed
$2.9M - $4.24M
0 $0
Jul 17, 2020 Q2 2020
Pacific Wealth Strategies Group, Inc.

SELL
 -
-18.8K
Closed
$734K - $1.07M
0 $0
Jul 15, 2020 Q2 2020
Segment Wealth Management, LLC

SELL
 -
-5.2K
Closed
$203K - $297K
0 $0
Jul 14, 2020 Q2 2020
Brio Consultants, LLC

SELL
 -
-24.1K
Closed
$938K - $1.37M
0 $0
Jul 02, 2020 Q2 2020
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-16.1K
Closed
$627K - $917K
0 $0
Q1 2020
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-3.8K
Closed
$136K - $237K
0 $0
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-13.6K
Closed
$486K - $845K
0 $0
May 18, 2020 Q1 2020
Castle Rock Wealth Management, LLC

SELL
 -
-7.28K
Closed
$261K - $453K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-3.13K
Closed
$112K - $195K
0 $0
May 15, 2020 Q1 2020
Fusion Capital, LLC

SELL
 -
-3.71K
Closed
$133K - $231K
0 $0
May 15, 2020 Q1 2020
Psi Advisors, LLC

SELL
 -
-220
Closed
$7.88K - $13.7K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-3.14K
Closed
$113K - $195K
0 $0
May 14, 2020 Q1 2020
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-38.4K
Closed
$1.38M - $2.39M
0 $0
May 14, 2020 Q1 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-4.47K
Closed
$160K - $278K
0 $0
May 14, 2020 Q1 2020
Goodman Financial Corp

Houston, TX
SELL
 -
-3.36K
Closed
$120K - $209K
0 $0
May 14, 2020 Q1 2020
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-50
Closed
$1.79K - $3.11K
0 $0
May 14, 2020 Q1 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-7.96K
Closed
$285K - $495K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-55
Closed
$1.97K - $3.42K
0 $0
May 12, 2020 Q1 2020
All Square Wealth Management LLC

Albany, NY
SELL
 -
-235
Closed
$8.42K - $14.6K
0 $0
May 08, 2020 Q1 2020
Spectrum Management Group, LLC

SELL
 -
-105
Closed
$3.76K - $6.54K
0 $0
May 08, 2020 Q1 2020
Sfmg, LLC

SELL
 -
-563K
Closed
$20.2M - $35M
0 $0
May 07, 2020 Q1 2020
Sns Financial Group, LLC

SELL
 -
-3.5K
Closed
$125K - $218K
0 $0
May 07, 2020 Q1 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-267
- 36.78%
$9.57K - $16.6K
459 $12K
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-63
Closed
$2.26K - $3.92K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-29.5K
Closed
$1.06M - $1.83M
0 $0
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-25.7K
Closed
$922K - $1.6M
0 $0
Apr 23, 2020 Q1 2020
Signal Point Asset Management, LLC

SELL
 -
-7.47K
Closed
$268K - $465K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.2K
Closed
$78.9K - $137K
0 $0
Apr 21, 2020 Q1 2020
Pathway Financial Advisors LLC

SELL
 -
-5.16K
Closed
$185K - $321K
0 $0
Apr 16, 2020 Q1 2020
Ma Private Wealth

SELL
 -
-4.77K
Closed
$171K - $297K
0 $0
Apr 16, 2020 Q1 2020
Steel Peak Wealth Management LLC

SELL
 -
-5.62K
Closed
$201K - $350K
0 $0
Apr 15, 2020 Q1 2020
Baldwin Brothers LLC

SELL
 -
-233
Closed
$8.35K - $14.5K
0 $0

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