Latest Institutional Sells of Schwab Strategic U.S. Mid Cap (SCHM)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.38K- 14.22% |
$179K - $198K
|
14.3K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.37K- 5.38% |
$179K - $197K
|
41.6K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.36K- 35.31% |
$178K - $196K
|
4.32K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.35K- 29.69% |
$177K - $195K
|
5.56K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.3K- 55.3% |
$174K - $191K
|
1.86K
$51.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.27K- 1.89% |
$171K - $189K
|
118K
$3.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.24K- 4.25% |
$169K - $187K
|
50.5K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 1.71% |
$162K - $179K
|
124K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.11K- 81.95% |
$159K - $176K
|
465
$12.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.02K- 1.07% |
$153K - $168K
|
188K
$5.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.02K- 9.84% |
$153K - $168K
|
18.5K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 22.95% |
$151K - $167K
|
6.72K
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 1.92% |
$146K - $161K
|
98.6K
$2.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 12.32% |
$145K - $160K
|
13.7K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.9K- 63.33% |
$143K - $158K
|
1.1K
$30.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.9K- 7.68% |
$143K - $158K
|
22.8K
$629K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.88K- 17.74% |
$142K - $156K
|
8.72K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 5.14% |
$136K - $150K
|
33.3K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 0.99% |
$132K - $145K
|
175K
$4.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.74K- 9.32% |
$131K - $145K
|
16.9K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 2.84% |
$130K - $144K
|
59.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 55.81% |
$124K - $137K
|
1.31K
$36K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 22.84% |
$117K - $129K
|
5.23K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55K- 3.5% |
$117K - $129K
|
42.7K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.64% |
$117K - $129K
|
240K
$6.62M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.53K- 9.48% |
$116K - $128K
|
14.6K
$404K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 3.79% |
$115K - $127K
|
38.8K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.52K- 5.22% |
$115K - $127K
|
27.6K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 4.06% |
$107K - $118K
|
33.4K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41K- 0.41% |
$106K - $117K
|
342K
$9.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.41K- 93.17% |
$106K - $117K
|
103
$2.84K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.39K- 5.14% |
$105K - $115K
|
25.6K
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.36K- 7.65% |
$103K - $113K
|
16.4K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.31K- 1.96% |
$99.1K - $109K
|
65.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.28K- 1.67% |
$96.9K - $107K
|
75.4K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.23K- 3.51% |
$92.7K - $102K
|
33.7K
$932K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.6% |
$89.3K - $98.4K
|
24.5K
$677K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.0% |
$82.9K - $91.4K
|
53.9K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 1.16% |
$77.6K - $85.5K
|
87.8K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.02K- 2.74% |
$76.7K - $84.5K
|
36.1K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-993- 3.2% |
$74.9K - $82.6K
|
30K
$829K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-989- 3.59% |
$74.6K - $82.3K
|
26.5K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-957- 1.92% |
$72.2K - $79.6K
|
48.9K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-943- 20.62% |
$71.2K - $78.4K
|
3.63K
$100K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.28% |
$71.2K - $78.4K
|
27.8K
$767K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-937- 20.06% |
$70.7K - $77.9K
|
3.73K
$103K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-920- 15.93% |
$69.4K - $76.5K
|
4.86K
$134K
|