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 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38.6K+ 196.97% |
$1.06M - $3.21M
|
58.2K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43.7K+ 200.0% |
$1.2M - $3.63M
|
65.6K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$72.2K - $218K
|
2.62K
$67.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.5M+ 129.09% |
$922M - $2.78B
|
59.4M
$1.52B
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.4K+ 200.11% |
$149K - $448K
|
8.09K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
145+ 204.23% |
$3.99K - $12K
|
216
$5.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.54K+ 200.66% |
$235K - $709K
|
12.8K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
28.4K+ 195.16% |
$783K - $2.36M
|
43K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.4K+ 169.98% |
$121K - $365K
|
6.99K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
107K+ 188.85% |
$2.96M - $8.91M
|
164K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
160K+ 200.75% |
$4.4M - $13.3M
|
239K
$6.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247K+ 199.9% |
$6.81M - $20.5M
|
371K
$9.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
126New |
$3.47K - $10.5K
|
126
$3.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
27.1K+ 199.64% |
$745K - $2.25M
|
40.6K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.43K+ 224.42% |
$205K - $617K
|
10.7K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31K+ 197.97% |
$854K - $2.58M
|
46.7K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
23.6K+ 15620.53% |
$650K - $1.96M
|
23.7K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84.6K+ 179.51% |
$2.33M - $7.03M
|
132K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$330 - $996
|
12
$307
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
250K+ 215.94% |
$6.88M - $20.7M
|
365K
$9.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
7.47K+ 205.78% |
$206K - $620K
|
11.1K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.12K+ 200.0% |
$141K - $425K
|
7.68K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2KNew |
$55.2K - $166K
|
2K
$51.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
6.94K+ 202.72% |
$191K - $576K
|
10.4K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
470New |
$12.9K - $39K
|
470
$12K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
9.71K+ 200.16% |
$267K - $806K
|
14.6K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
116K+ 1353.06% |
$3.2M - $9.65M
|
125K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
297K+ 4.13% |
$8.18M - $24.7M
|
7.48M
$191M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
279K+ 139.02% |
$7.69M - $23.2M
|
480K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40.5K+ 197.54% |
$1.11M - $3.36M
|
60.9K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
360New |
$9.91K - $29.9K
|
360
$9.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.21M+ 219.8% |
$144M - $433M
|
7.58M
$194M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 202.09% |
$30M - $90.6M
|
1.63M
$41.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
134K+ 209.24% |
$3.69M - $11.1M
|
198K
$5.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11.2K+ 197.61% |
$308K - $928K
|
16.8K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
181K+ 197.0% |
$4.98M - $15M
|
273K
$6.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.77K+ 180.58% |
$242K - $728K
|
13.6K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
63K+ 176.0% |
$1.74M - $5.24M
|
98.9K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20.5K+ 198.76% |
$565K - $1.7M
|
30.8K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
249K+ 197.45% |
$6.87M - $20.7M
|
376K
$9.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12.4K+ 200.0% |
$340K - $1.03M
|
18.5K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
37.6KNew |
$1.04M - $3.13M
|
37.6K
$963K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
12.9K+ 199.43% |
$354K - $1.07M
|
19.3K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
131+ 201.54% |
$3.61K - $10.9K
|
196
$5.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.62K+ 197.82% |
$237K - $716K
|
13K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
184K+ 205.19% |
$5.06M - $15.2M
|
273K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.25K+ 199.97% |
$200K - $602K
|
10.9K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
115KNew |
$3.18M - $9.58M
|
115K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31.7K+ 191.78% |
$872K - $2.63M
|
48.2K
$1.23M
|