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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147K- 9.43% |
$3.36M - $4.11M
|
1.41M
$40.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.69K+ 5.65% |
$38.8K - $47.5K
|
31.7K
$915K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$347K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-305- 1.67% |
$6.99K - $8.56K
|
17.9K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-906K- 30.47% |
$20.8M - $25.4M
|
2.07M
$59.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
335+ 1.64% |
$7.68K - $9.4K
|
20.7K
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.42K+ 0.52% |
$55.4K - $67.8K
|
470K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.02% |
$160 - $196
|
46.2K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.63K- 8.28% |
$106K - $130K
|
51.3K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
2.2K+ 1.88% |
$50.5K - $61.8K
|
119K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
265+ 5.49% |
$6.07K - $7.43K
|
5.09K
$147K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-62- 0.41% |
$1.42K - $1.74K
|
15.2K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.76K+ 10.52% |
$86.2K - $105K
|
39.5K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.8K- 2.68% |
$87K - $107K
|
138K
$3.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-331- 1.94% |
$7.59K - $9.28K
|
16.7K
$484K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$346K - $423K
|
76.4K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 73.82% |
$1.67M - $2.05M
|
25.9K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$30.6K - $37.5K
|
1.34K
$38.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 6.14% |
$296K - $362K
|
197K
$5.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.8K- 37.83% |
$179K - $219K
|
12.8K
$370K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 9.83% |
$24.5K - $30K
|
9.81K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$241K - $294K
|
10.5K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
10.5K+ 2.48% |
$240K - $294K
|
433K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.59K+ 2.78% |
$105K - $129K
|
169K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 3.35% |
$234K - $286K
|
315K
$9.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 28.71% |
$294K - $359K
|
31.8K
$919K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.13% |
$21.1K - $25.9K
|
81K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 0.34% |
$3.14K - $3.84K
|
40.6K
$1.17M
|