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 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
16.1K+ 6.82% |
$369K - $452K
|
252K
$7.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 3.08% |
$2.12M - $2.59M
|
2.91M
$84.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
532+ 4.8% |
$12.2K - $14.9K
|
11.6K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
470+ 2.26% |
$10.8K - $13.2K
|
21.2K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.3K- 8.53% |
$52.7K - $64.5K
|
24.6K
$712K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48.9K+ 198.41% |
$1.12M - $1.37M
|
73.6K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.04% |
$115 - $140
|
11.7K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.3K+ 3.93% |
$833K - $1.02M
|
960K
$27.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 1.39% |
$22.9K - $28K
|
70.9K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.41K+ 9.89% |
$55.3K - $67.6K
|
26.8K
$774K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$39.6K - $48.4K
|
89.5K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.63K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
4.18K+ 1.26% |
$95.9K - $117K
|
337K
$9.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-42- 0.26% |
$963 - $1.18K
|
15.9K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.05KNew |
$162K - $198K
|
7.05K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-86.1K- 87.37% |
$1.97M - $2.41M
|
12.4K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.1K+ 3.27% |
$323K - $396K
|
446K
$12.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 44.49% |
$7.68K - $9.4K
|
1.09K
$31.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.81K+ 7.35% |
$133K - $163K
|
84.8K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.9KNew |
$409K - $501K
|
17.9K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.44K+ 16.57% |
$125K - $153K
|
38.2K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13KNew |
$48.8K - $59.7K
|
2.13K
$61.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
885New |
$20.3K - $24.8K
|
885
$25.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-202- 0.55% |
$4.63K - $5.67K
|
36.6K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
23.9K+ 4.51% |
$548K - $671K
|
555K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44.9K- 31.55% |
$1.03M - $1.26M
|
97.5K
$2.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.04% |
$298 - $365
|
36.1K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 2.74% |
$145K - $177K
|
236K
$6.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5K- 0.79% |
$115K - $140K
|
626K
$18.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39K- 5.84% |
$893K - $1.09M
|
628K
$18.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.37KNew |
$31.5K - $38.5K
|
1.37K
$39.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-54- 2.45% |
$1.24K - $1.51K
|
2.15K
$62.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 1.02% |
$5.73K - $7.01K
|
24.3K
$703K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-325- 8.5% |
$7.45K - $9.12K
|
3.5K
$101K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
165+ 0.89% |
$3.78K - $4.63K
|
18.6K
$539K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 1.48% |
$13.1K - $16K
|
39.2K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.26% |
$34.8K - $42.6K
|
65.8K
$1.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-689- 1.12% |
$15.8K - $19.3K
|
60.8K
$1.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.35% |
$6.88K - $8.42K
|
22K
$636K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.48K- 2.29% |
$194K - $238K
|
362K
$10.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.39K+ 1.58% |
$31.7K - $38.8K
|
89.2K
$2.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-348- 4.46% |
$7.98K - $9.76K
|
7.46K
$216K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
10.3KNew |
$264K - $302K
|
10.3K
$298K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-17.3K- 8.54% |
$443K - $506K
|
185K
$5.35M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
21.6KNew |
$553K - $632K
|
21.6K
$625K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$177K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
171New |
$4.37K - $5K
|
171
$4.94K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
627K+ 60.74% |
$16M - $18.3M
|
1.66M
$47.9M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15.5K- 5.49% |
$395K - $452K
|
266K
$7.69M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-414- 30.13% |
$10.6K - $12.1K
|
960
$27.7K
|
|