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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2019
Q4 2018
|
Empirical Finance, LLC
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Eagle Capital Management, LLC
|
SELL
|
- |
-168KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-465Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.69KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6KNew |
N/A
|
6K
$168K
|
|
|
May 04, 2018
Q1 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.26KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-203Closed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|