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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.21% |
$1.38K - $1.68K
|
28.7K
$830K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.72K+ 8.45% |
$154K - $188K
|
86.2K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.4K+ 9.12% |
$261K - $319K
|
136K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.01% |
$68.8 - $84.2
|
28.1K
$811K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.45K- 2.15% |
$56.2K - $68.8K
|
112K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
789New |
$18.1K - $22.1K
|
789
$22.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.79K+ 0.21% |
$41K - $50.2K
|
849K
$24.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.43K+ 5.45% |
$170K - $208K
|
144K
$4.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
43+ 0.36% |
$986 - $1.21K
|
11.9K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.6K+ 100.32% |
$335K - $409K
|
29.1K
$842K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 1.85% |
$64.7K - $79.2K
|
156K
$4.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-760- 0.53% |
$17.4K - $21.3K
|
142K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.63K+ 4.81% |
$152K - $186K
|
145K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-605- 1.14% |
$13.9K - $17K
|
52.4K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
26.2K+ 44.15% |
$600K - $734K
|
85.5K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.9K+ 34.96% |
$2.22M - $2.72M
|
374K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.8K+ 3.16% |
$270K - $330K
|
385K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 1.01% |
$25.4K - $31.1K
|
108K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
48.5K+ 9.86% |
$1.11M - $1.36M
|
541K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13.7K+ 17.55% |
$313K - $383K
|
91.6K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
125+ 1.06% |
$2.87K - $3.51K
|
11.9K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 0.77% |
$42.4K - $51.9K
|
238K
$6.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-500- 0.61% |
$11.5K - $14K
|
81.9K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.84K+ 28.03% |
$180K - $220K
|
35.8K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
16.8K+ 167.13% |
$385K - $471K
|
26.8K
$775K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 4.89% |
$136K - $166K
|
115K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.21% |
$40.4K - $49.4K
|
144K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.8K+ 66.79% |
$1.1M - $1.34M
|
119K
$3.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
6+ 0.05% |
$138 - $168
|
12.1K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 6.18% |
$24.6K - $30.1K
|
16.3K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.91K+ 9.65% |
$181K - $222K
|
89.8K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
54.8K+ 8.81% |
$1.26M - $1.54M
|
677K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-7.25K- 12.56% |
$166K - $203K
|
50.5K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.42K- 26.29% |
$147K - $180K
|
18K
$520K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.39K- 13.91% |
$215K - $263K
|
58.1K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-195- 1.04% |
$4.47K - $5.47K
|
18.5K
$535K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.98K- 2.26% |
$206K - $252K
|
388K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.84K+ 38.66% |
$88.1K - $108K
|
13.8K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53.9KNew |
$1.23M - $1.51M
|
53.9K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
120+ 0.48% |
$2.75K - $3.37K
|
24.9K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-18.2K- 1.88% |
$416K - $509K
|
950K
$27.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.14M- 73.55% |
$26M - $31.8M
|
408K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
142KNew |
$3.26M - $3.99M
|
142K
$4.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-133- 0.61% |
$3.05K - $3.73K
|
21.7K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
101K+ 89.45% |
$2.32M - $2.84M
|
214K
$6.2M
|