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 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
28K+ 237.27% |
$771K - $2.33M
|
39.8K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.4K+ 200.0% |
$314K - $947K
|
17.1K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.9KNew |
$878K - $2.65M
|
31.9K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 199.26% |
$318K - $960K
|
17.4K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
17.4K+ 190.87% |
$478K - $1.44M
|
26.5K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.7KNew |
$157K - $473K
|
5.7K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
242K+ 204.79% |
$6.66M - $20.1M
|
360K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
102K+ 206.9% |
$2.82M - $8.5M
|
152K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
687K+ 202.49% |
$18.9M - $57.1M
|
1.03M
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
182K+ 185.67% |
$5.01M - $15.1M
|
280K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.5K+ 365.42% |
$400K - $1.21M
|
18.5K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
147K+ 202.48% |
$4.06M - $12.2M
|
220K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
655K+ 172.75% |
$18M - $54.4M
|
1.03M
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196K+ 192.05% |
$5.4M - $16.3M
|
298K
$7.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.37K+ 48.3% |
$203K - $612K
|
22.6K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
252K+ 206.09% |
$6.95M - $21M
|
375K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 199.78% |
$491K - $1.48M
|
26.8K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
27.4K+ 329.54% |
$753K - $2.27M
|
35.7K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.64KNew |
$72.7K - $219K
|
2.64K
$67.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
52.1K+ 197.35% |
$1.43M - $4.32M
|
78.5K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
183K+ 213.5% |
$5.03M - $15.2M
|
268K
$6.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
53.1K+ 199.26% |
$1.46M - $4.41M
|
79.7K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.1K+ 170.08% |
$2.29M - $6.9M
|
132K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23K+ 201.82% |
$633K - $1.91M
|
34.4K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.18K+ 201.11% |
$59.9K - $181K
|
3.26K
$83.3K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
63.8K+ 197.9% |
$1.76M - $5.3M
|
96.1K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.78K+ 170.49% |
$159K - $480K
|
9.17K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.6KNew |
$375K - $1.13M
|
13.6K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
263K+ 190.97% |
$7.23M - $21.8M
|
400K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.18K+ 242.83% |
$115K - $347K
|
5.91K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.98K+ 206.03% |
$165K - $496K
|
8.88K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45M+ 205.81% |
$40.1M - $121M
|
2.16M
$55.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.53K+ 197.41% |
$262K - $791K
|
14.4K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5.63K+ 139.81% |
$155K - $468K
|
9.66K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91K+ 260.37% |
$2.5M - $7.55M
|
126K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
34.3K+ 810.92% |
$945K - $2.85M
|
38.5K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16K+ 200.0% |
$441K - $1.33M
|
24K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.14K+ 197.37% |
$196K - $592K
|
10.8K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.8K+ 197.87% |
$875K - $2.64M
|
47.8K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
132K+ 187.57% |
$3.63M - $10.9M
|
202K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75.8KNew |
$2.09M - $6.29M
|
75.8K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
16.9K+ 188.45% |
$466K - $1.41M
|
25.9K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41.1K+ 207.91% |
$1.13M - $3.42M
|
60.9K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.77K+ 200.0% |
$76.2K - $230K
|
4.15K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.4K+ 200.67% |
$672K - $2.03M
|
36.5K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185K+ 195.09% |
$5.1M - $15.4M
|
280K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
337K+ 213.4% |
$9.27M - $28M
|
495K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
148K+ 205.27% |
$4.07M - $12.3M
|
220K
$5.62M
|