Latest Institutional Sells of Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Jul 17, 2023 Q2 2023
Avity Investment Management Inc.

SELL
 -
-630
- 9.78%
$41.1K - $44.7K
5.82K $142K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-463
- 61.65%
$30.2K - $32.9K
288 $7.06K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

SELL
 -
-437
- 0.43%
$28.5K - $31K
101K $2.47M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-324
- 6.89%
$21.2K - $23K
4.38K $107K
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
SELL
 -
-150
- 3.38%
$9.79K - $10.7K
4.29K $105K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-38
- 2.58%
$2.48K - $2.7K
1.43K $35.1K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

SELL
 -
-36
- 16.98%
$2.35K - $2.56K
176 $4.31K
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
SELL
 -
-18
- 94.74%
$1.18K - $1.28K
1 $24.5
Q1 2023
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-28.7K
- 60.94%
$1.84M - $2.12M
18.4K $451K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

SELL
 -
-12.6K
- 3.47%
$813K - $935K
352K $8.63M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-4.35K
- 9.37%
$279K - $321K
42.1K $1.03M
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-1.87K
- 3.62%
$120K - $138K
49.8K $1.22M
May 09, 2023 Q1 2023
Appleton Group, LLC

SELL
 -
-1.16K
- 6.96%
$74.5K - $85.7K
15.5K $380K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
SELL
 -
-104
- 3.11%
$6.68K - $7.69K
3.24K $79.3K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-34
- 11.04%
$2.18K - $2.51K
274 $6.71K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-4
- 1.36%
$257 - $296
290 $7.11K
Q4 2022
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

SELL
 -
-1.07K
- 2.12%
$65.5K - $75K
49.5K $1.21M
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-533
- 5.45%
$32.5K - $37.3K
9.25K $227K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-522
- 56.99%
$31.9K - $36.5K
394 $9.65K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

SELL
 -
-515
- 46.65%
$31.4K - $36K
589 $14.4K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

SELL
 -
-494
- 5.81%
$30.2K - $34.6K
8.01K $196K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

SELL
 -
-237
- 4.31%
$14.5K - $16.6K
5.26K $129K
Feb 09, 2023 Q4 2022
Cranbrook Wealth Management, LLC

SELL
 -
-150
- 21.16%
$9.16K - $10.5K
559 $13.7K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-96
- 1.16%
$5.86K - $6.71K
8.19K $201K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

SELL
 -
-32
- 0.2%
$1.95K - $2.24K
16.2K $398K
Jan 09, 2023 Q4 2022
Founders Capital Management

SELL
 -
-6
- 50.0%
$366 - $420
6 $147
Q3 2022
Oct 07, 2022 Q3 2022
Flower City Capital

SELL
 -
-27K
- 84.59%
$1.63M - $1.96M
4.91K $120K
Oct 28, 2022 Q3 2022
Brightworth

SELL
 -
-3.55K
- 6.63%
$215K - $257K
50K $1.22M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-2.1K
- 97.54%
$127K - $152K
53 $1.3K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-915
- 0.85%
$55.4K - $66.3K
107K $2.62M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-524
- 4.7%
$31.7K - $38K
10.6K $260K
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-442
- 8.91%
$26.7K - $32K
4.52K $111K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-239
- 5.81%
$14.5K - $17.3K
3.87K $94.9K
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

SELL
 -
-200
- 3.53%
$12.1K - $14.5K
5.46K $134K
Nov 14, 2022 Q3 2022
Covington Capital Management

SELL
 -
-68
- 16.39%
$4.11K - $4.93K
347 $8.5K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-3
- 6.98%
$182 - $218
40 $980
Q2 2022
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-177K
Closed
$10.8M - $13.5M
0 $0
Jul 26, 2022 Q2 2022
Systelligence, LLC

SELL
 -
-92K
Closed
$5.6M - $7.03M
0 $0
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

SELL
 -
-31K
Closed
$1.89M - $2.37M
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-11.8K
Closed
$717K - $899K
0 $0
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-11.8K
Closed
$716K - $899K
0 $0
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

SELL
 -
-6.62K
Closed
$403K - $506K
0 $0
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-5.7K
Closed
$347K - $436K
0 $0
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-5.33K
Closed
$325K - $407K
0 $0
Jul 22, 2022 Q2 2022
Trinity Financial Advisors LLC

SELL
 -
-4.97K
Closed
$303K - $379K
0 $0
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

SELL
 -
-3.75K
Closed
$228K - $286K
0 $0
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-3.53K
Closed
$215K - $269K
0 $0
Jul 18, 2022 Q2 2022
Tfo Tdc, LLC

SELL
 -
-3.32K
Closed
$202K - $254K
0 $0
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-3.21K
Closed
$195K - $245K
0 $0

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