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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
187K+ 182.53% |
$5.16M - $15.6M
|
290K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39KNew |
$1.07M - $3.24M
|
39K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
64.8K+ 179.95% |
$1.79M - $5.38M
|
101K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
516K+ 203.78% |
$14.2M - $42.9M
|
770K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
71.1K+ 210.32% |
$1.96M - $5.91M
|
105K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
177K+ 202.21% |
$4.89M - $14.7M
|
265K
$7.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
127K+ 184.6% |
$3.51M - $10.6M
|
196K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
73.4K+ 198.98% |
$2.02M - $6.09M
|
110K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
517+ 200.39% |
$14.2K - $42.9K
|
775
$22.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
7.99K+ 200.0% |
$220K - $663K
|
12K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.79K+ 200.0% |
$49.2K - $148K
|
2.68K
$77.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
37K+ 200.0% |
$1.02M - $3.08M
|
55.6K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
213K+ 182.08% |
$5.86M - $17.7M
|
330K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6K+ 242.92% |
$980K - $2.95M
|
50.2K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
32.4K+ 179.51% |
$892K - $2.69M
|
50.4K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91.5K+ 182.39% |
$2.52M - $7.6M
|
142K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116K+ 228.77% |
$3.18M - $9.6M
|
166K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
69.5K+ 150.2% |
$1.91M - $5.77M
|
116K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
15.9K+ 199.2% |
$437K - $1.32M
|
23.8K
$685K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
203K+ 239.58% |
$5.6M - $16.9M
|
288K
$8.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16.7K+ 197.48% |
$460K - $1.39M
|
25.2K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$276K - $831K
|
10K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.7K+ 184.59% |
$323K - $973K
|
18.1K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1K+ 204.44% |
$470K - $1.42M
|
25.4K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.5K+ 196.37% |
$179K - $540K
|
9.81K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41.9KNew |
$1.15M - $3.48M
|
41.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.93KNew |
$273K - $825K
|
9.93K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
25K+ 186.4% |
$689K - $2.08M
|
38.5K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22.4K+ 196.75% |
$618K - $1.86M
|
33.8K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15.1K+ 196.09% |
$416K - $1.25M
|
22.8K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12K+ 2.74% |
$329K - $993K
|
449K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
461+ 0.71% |
$12.7K - $38.3K
|
65.8K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.91M+ 196.85% |
$52.6M - $159M
|
2.88M
$82.9M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
5.25K+ 200.0% |
$145K - $436K
|
7.88K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
217K+ 204.65% |
$5.97M - $18M
|
323K
$9.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
47.3K+ 199.35% |
$1.3M - $3.93M
|
71K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
63.8K+ 236.08% |
$1.76M - $5.29M
|
90.8K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 200.0% |
$4.08K - $12.3K
|
222
$6.38K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3K+ 195.6% |
$587K - $1.77M
|
32.2K
$927K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
77K+ 198.83% |
$2.12M - $6.39M
|
116K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
364K+ 178.24% |
$10M - $30.3M
|
569K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.1K+ 198.13% |
$747K - $2.25M
|
40.8K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
377K+ 200.97% |
$10.4M - $31.3M
|
565K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-278K- 80.85% |
$7.66M - $23.1M
|
65.9K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 350.58% |
$3.54M - $10.7M
|
165K
$4.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
720K+ 211.13% |
$19.8M - $59.8M
|
1.06M
$30.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.7K+ 171.27% |
$267K - $806K
|
15.4K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.86K+ 263.64% |
$189K - $570K
|
9.46K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 184.05% |
$8.64M - $26M
|
484K
$13.9M
|