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 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 0.37% |
$504 - $617
|
6.01K
$174K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.3K+ 2.84% |
$535K - $654K
|
844K
$24.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.74K- 5.33% |
$200K - $245K
|
155K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
14New |
$321 - $393
|
14
$405
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 2.66% |
$121K - $148K
|
193K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 2.9% |
$11.3K - $13.9K
|
16.6K
$478K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.03% |
$229 - $281
|
39.2K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.48% |
$6.78K - $8.3K
|
19.7K
$569K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-240- 1.0% |
$5.5K - $6.73K
|
23.7K
$685K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-68.9K- 7.65% |
$1.58M - $1.93M
|
832K
$24M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
11.8K+ 5.09% |
$270K - $331K
|
243K
$7.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 17.67% |
$491K - $601K
|
99.9K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.45K- 68.61% |
$56.2K - $68.8K
|
1.12K
$32.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-93- 4.62% |
$2.13K - $2.61K
|
1.92K
$55.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-124- 1.29% |
$2.84K - $3.48K
|
9.49K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-147- 1.06% |
$3.37K - $4.12K
|
13.7K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.81K+ 2.46% |
$41.5K - $50.7K
|
75.2K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 1.07% |
$102K - $124K
|
408K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
84+ 3.62% |
$1.93K - $2.36K
|
2.41K
$69.5K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
1.72K+ 0.78% |
$39.4K - $48.2K
|
222K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-73.4K- 3.89% |
$1.68M - $2.06M
|
1.81M
$52.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.01% |
$160 - $196
|
61.7K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.23K+ 1.25% |
$51K - $62.5K
|
181K
$5.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.99K- 2.68% |
$206K - $252K
|
326K
$9.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-427- 1.05% |
$9.79K - $12K
|
40.4K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
87K+ 31.64% |
$1.99M - $2.44M
|
362K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.9K+ 6.44% |
$434K - $531K
|
313K
$9.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 8.39% |
$73.5K - $90K
|
35K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.57K+ 8.31% |
$59K - $72.2K
|
33.5K
$969K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-35.4K- 70.17% |
$811K - $992K
|
15K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21.1K- 0.5% |
$483K - $591K
|
4.18M
$121M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
28.5K+ 2.71% |
$652K - $798K
|
1.08M
$31.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.52K- 10.83% |
$218K - $267K
|
78.4K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57.5K- 5.3% |
$1.32M - $1.61M
|
1.03M
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
301+ 4.14% |
$6.9K - $8.44K
|
7.57K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
570+ 1.86% |
$13.1K - $16K
|
31.1K
$900K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.39K+ 28.51% |
$101K - $123K
|
19.8K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-144- 0.32% |
$3.3K - $4.04K
|
45K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-251- 0.46% |
$5.75K - $7.04K
|
54.7K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.2K- 32.38% |
$556K - $680K
|
50.6K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.23% |
$30.5K - $37.3K
|
107K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 0.08% |
$1.03K - $1.26K
|
57.9K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 4.1% |
$59K - $72.2K
|
60.3K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-301- 2.85% |
$6.9K - $8.44K
|
10.2K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52.7K- 11.35% |
$1.21M - $1.48M
|
412K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
37+ 0.28% |
$848 - $1.04K
|
13.1K
$378K
|