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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.77K- 33.29% |
$109K - $134K
|
9.56K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
11.3K+ 5.16% |
$259K - $317K
|
231K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.81K- 94.72% |
$156K - $191K
|
380
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.35K- 0.98% |
$31K - $37.9K
|
136K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
915+ 37.44% |
$21K - $25.7K
|
3.36K
$95.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.07M+ 25.25% |
$47.5M - $58.1M
|
10.3M
$291M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.4K+ 94.58% |
$283K - $347K
|
25.4K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.76K- 37.3% |
$109K - $134K
|
8.01K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.29KNew |
$29.5K - $36.1K
|
1.29K
$36.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-445- 2.43% |
$10.2K - $12.5K
|
17.9K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
526+ 4.84% |
$12.1K - $14.8K
|
11.4K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 11.76% |
$688 - $842
|
285
$8.08K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.05K+ 0.81% |
$47.1K - $57.6K
|
256K
$7.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
364+ 0.06% |
$8.34K - $10.2K
|
655K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-182- 4.95% |
$4.17K - $5.11K
|
3.49K
$99K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.86K+ 2.97% |
$180K - $220K
|
273K
$7.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98.5K- 78.52% |
$2.26M - $2.76M
|
26.9K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.3K+ 2113.69% |
$350K - $429K
|
16K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.61K- 4.58% |
$59.8K - $73.2K
|
54.4K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12.2K- 0.81% |
$279K - $341K
|
1.49M
$42.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
615K+ 37.09% |
$14.1M - $17.3M
|
2.27M
$64.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.41% |
$91.7 - $112
|
991
$28.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
256+ 0.44% |
$5.87K - $7.18K
|
58.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 1.22% |
$28.2K - $34.6K
|
100K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-904K- 13.09% |
$20.7M - $25.4M
|
6M
$170M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.46K- 8.03% |
$79.3K - $97.1K
|
39.7K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-205- 0.26% |
$4.7K - $5.75K
|
79.6K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.44K- 9.46% |
$33.1K - $40.5K
|
13.8K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
22+ 0.1% |
$504 - $617
|
21.1K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 30.68% |
$2.72M - $3.33M
|
268K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-451- 0.5% |
$10.3K - $12.7K
|
89.9K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 0.85% |
$310K - $380K
|
1.61M
$45.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 0.8% |
$42.1K - $51.5K
|
229K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4New |
$91.7 - $112
|
4
$113
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-255- 1.0% |
$5.84K - $7.15K
|
25.2K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
697+ 3.17% |
$16K - $19.6K
|
22.7K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 5.19% |
$29.6K - $36.2K
|
23.6K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.55K+ 1.9% |
$104K - $128K
|
245K
$6.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
156K+ 1121.56% |
$3.59M - $4.39M
|
170K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.73K- 0.77% |
$62.6K - $76.6K
|
351K
$9.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.9K+ 36.36% |
$707K - $866K
|
116K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 10.54% |
$667K - $817K
|
247K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.1K- 16.38% |
$209K - $255K
|
46.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 4.63% |
$27K - $33K
|
24.2K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.43K- 3.01% |
$32.8K - $40.1K
|
46.1K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-32.7K- 8.71% |
$749K - $916K
|
342K
$9.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-970- 2.64% |
$22.2K - $27.2K
|
35.8K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17.5K- 6.16% |
$401K - $491K
|
267K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
10.2KNew |
$234K - $286K
|
10.2K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.5K+ 4.91% |
$698K - $854K
|
651K
$18.5M
|