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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-7.18K- 16.77% |
$184K - $210K
|
35.6K
$933K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.91K+ 1.17% |
$151K - $173K
|
512K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.15K+ 40.25% |
$29.4K - $33.6K
|
4K
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-344K- 10.29% |
$8.81M - $10.1M
|
3M
$78.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
753New |
$19.3K - $22K
|
753
$19.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$5.91K - $6.75K
|
8.01K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.0% |
$280K - $320K
|
88.5K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.9K- 14.06% |
$151K - $172K
|
36K
$943K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113KNew |
$2.89M - $3.31M
|
113K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 47.04% |
$262K - $300K
|
32K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-196K- 85.76% |
$5.01M - $5.73M
|
32.5K
$851K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.52K- 1.05% |
$38.8K - $44.3K
|
142K
$3.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
13+ 0.07% |
$333 - $380
|
18.5K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17- 0.03% |
$435 - $497
|
55.7K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33.2K- 79.14% |
$849K - $970K
|
8.75K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$51.2 - $58.5
|
777
$20.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74M- 30.37% |
$44.4M - $50.8M
|
3.98M
$104M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
815+ 0.37% |
$20.8K - $23.8K
|
223K
$5.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 0.3% |
$870 - $994
|
11.3K
$297K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 1.06% |
$4.27K - $4.88K
|
15.9K
$416K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.33% |
$486 - $556
|
5.79K
$152K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-665- 1.69% |
$17K - $19.4K
|
38.6K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.77K- 8.58% |
$148K - $169K
|
61.5K
$1.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.05% |
$25.6 - $29.2
|
2.21K
$57.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6+ 0.05% |
$153 - $175
|
12.9K
$337K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.03% |
$179 - $205
|
24.6K
$644K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
42.1KNew |
$1.16M - $3.5M
|
42.1K
$1.1M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
558K+ 210.24% |
$15.4M - $46.4M
|
824K
$21.6M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.23K+ 45.19% |
$117K - $352K
|
13.6K
$356K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
12.4K+ 202.38% |
$342K - $1.03M
|
18.6K
$486K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
10.3K+ 199.9% |
$283K - $853K
|
15.4K
$403K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.02M+ 194.7% |
$111M - $334M
|
6.09M
$159M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.16K+ 199.89% |
$197K - $595K
|
10.7K
$281K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15.5K+ 200.36% |
$428K - $1.29M
|
23.3K
$610K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$193 - $581
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
190K+ 186.55% |
$5.23M - $15.8M
|
291K
$7.63M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.5KNew |
$290K - $873K
|
10.5K
$275K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.3K+ 201.93% |
$1.03M - $3.1M
|
55.8K
$1.46M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.9K+ 202.21% |
$769K - $2.32M
|
41.8K
$1.09M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
48.4KNew |
$1.33M - $4.02M
|
48.4K
$1.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
501New |
$13.8K - $41.6K
|
501
$13.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
114K+ 192.62% |
$3.14M - $9.46M
|
173K
$4.53M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
217KNew |
$5.98M - $18M
|
217K
$5.68M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.79KNew |
$49.4K - $149K
|
1.79K
$46.9K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.5K+ 200.0% |
$234K - $706K
|
12.7K
$334K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
241K+ 197.63% |
$6.65M - $20.1M
|
364K
$9.52M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
73.5KNew |
$2.02M - $6.1M
|
73.5K
$1.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.04K+ 199.94% |
$194K - $584K
|
10.6K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
19.2K+ 211.83% |
$528K - $1.59M
|
28.2K
$738K
|
|