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 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51.2K+ 200.73% |
$1.41M - $4.25M
|
76.7K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 6.8% |
$31.9K - $96.1K
|
15.8K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30.4K+ 176.37% |
$838K - $2.53M
|
47.7K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
330K+ 200.73% |
$9.08M - $27.4M
|
494K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
204K+ 206.19% |
$5.63M - $17M
|
304K
$8.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.1K+ 177.48% |
$388K - $1.17M
|
22K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.86K+ 268.32% |
$244K - $736K
|
12.2K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.3K+ 207.25% |
$613K - $1.85M
|
33K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
56K+ 200.0% |
$1.54M - $4.65M
|
84K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
58K+ 181.14% |
$1.6M - $4.81M
|
90K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$83.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
438+ 200.0% |
$12.1K - $36.4K
|
657
$19K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.23K+ 200.0% |
$88.8K - $268K
|
4.84K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35K+ 199.93% |
$964K - $2.91M
|
52.5K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$30.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 192.24% |
$647K - $1.95M
|
35.7K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.1K+ 201.9% |
$1.6M - $4.83M
|
86.9K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
122K+ 222.48% |
$3.36M - $10.1M
|
177K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 237.4% |
$607K - $1.83M
|
31.3K
$907K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$26.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.9K+ 182.24% |
$354K - $1.07M
|
19.9K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 199.79% |
$51.6K - $156K
|
2.81K
$81.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
35.3K+ 200.28% |
$973K - $2.93M
|
53K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
171K+ 217.72% |
$4.71M - $14.2M
|
249K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
52K+ 203.17% |
$1.43M - $4.32M
|
77.6K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 200.0% |
$13.8K - $41.5K
|
750
$21.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
310+ 200.0% |
$8.54K - $25.7K
|
465
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
78.7K+ 160.82% |
$2.17M - $6.53M
|
128K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.37K+ 198.63% |
$203K - $612K
|
11.1K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
14.7K+ 5.48% |
$404K - $1.22M
|
283K
$8.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
206+ 200.0% |
$5.67K - $17.1K
|
309
$8.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.53K+ 238.75% |
$42.1K - $127K
|
2.17K
$62.7K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.3K+ 271.31% |
$283K - $853K
|
14.1K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
219K+ 197.25% |
$6.02M - $18.2M
|
330K
$9.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
174K+ 304.12% |
$4.79M - $14.4M
|
231K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 177.9% |
$398K - $1.2M
|
22.6K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.61K+ 18.34% |
$182K - $549K
|
42.7K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
141K+ 199.38% |
$3.88M - $11.7M
|
211K
$6.12M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
54.1K+ 197.84% |
$1.49M - $4.5M
|
81.5K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.6K+ 241.82% |
$1.01M - $3.04M
|
51.8K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
67.2K+ 176.26% |
$1.85M - $5.58M
|
105K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 198.6% |
$1.03M - $3.1M
|
56.2K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.4KNew |
$396K - $1.19M
|
14.4K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.63% |
$27.5 - $83
|
160
$4.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
75.6K+ 201.84% |
$2.08M - $6.28M
|
113K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
40.3K+ 191.8% |
$1.11M - $3.34M
|
61.2K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
349K+ 218.31% |
$9.62M - $29M
|
509K
$14.7M
|