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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.16% |
$946 - $1.08K
|
22.8K
$660K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.8K+ 0.89% |
$45.9K - $52.5K
|
204K
$5.89M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
123New |
$3.15K - $3.6K
|
123
$3.55K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 5.04% |
$34.5K - $39.4K
|
25.4K
$734K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.32M+ 83.35% |
$84.9M - $97M
|
7.3M
$211M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.5K- 64.91% |
$652K - $746K
|
13.8K
$398K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.04K- 1.43% |
$77.9K - $89K
|
210K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.7K- 65.43% |
$888K - $1.01M
|
18.3K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.93K- 16.98% |
$75K - $85.7K
|
14.3K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 11.71% |
$424K - $485K
|
125K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-323- 2.33% |
$8.26K - $9.44K
|
13.5K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
266+ 3.84% |
$6.8K - $7.78K
|
7.19K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.5K+ 95.65% |
$908K - $1.04M
|
72.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 6.17% |
$16.1K - $18.4K
|
9.57K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.5K- 34.27% |
$628K - $718K
|
47.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 0.29% |
$1.38K - $1.58K
|
18.5K
$533K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28K- 21.2% |
$715K - $818K
|
104K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 1.18% |
$75.1K - $85.9K
|
247K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-16.8K- 36.0% |
$431K - $492K
|
29.9K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.35M+ 293.1% |
$34.4M - $39.4M
|
1.81M
$52.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 16.59% |
$3.79M - $4.33M
|
1.04M
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
529K+ 50.08% |
$13.5M - $15.5M
|
1.58M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.6K+ 4.8% |
$807K - $923K
|
689K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.43K- 9.11% |
$62.2K - $71.1K
|
24.3K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.4K- 10.48% |
$215K - $246K
|
71.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.4K- 7.46% |
$495K - $566K
|
240K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.89KNew |
$202K - $231K
|
7.89K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-694- 6.46% |
$17.8K - $20.3K
|
10K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 7.98% |
$278K - $318K
|
125K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.44K+ 5.07% |
$190K - $218K
|
154K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 43.33% |
$66.8K - $76.3K
|
8.63K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-540- 2.88% |
$13.8K - $15.8K
|
18.2K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 1.23% |
$677K - $774K
|
2.19M
$63.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38M+ 18.5% |
$35.4M - $40.5M
|
8.87M
$256M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-929- 2.69% |
$23.8K - $27.2K
|
33.7K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-350- 1.61% |
$8.95K - $10.2K
|
21.4K
$620K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 8.83% |
$71.1K - $81.3K
|
28.7K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$260K - $298K
|
10.2K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-94.8K- 9.23% |
$2.42M - $2.77M
|
932K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.5K+ 2.01% |
$141K - $161K
|
279K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.8K- 30.17% |
$327K - $374K
|
29.6K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
386+ 1.06% |
$9.87K - $11.3K
|
36.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
332+ 1.29% |
$8.49K - $9.71K
|
26.1K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.4K+ 97.14% |
$1.98M - $2.26M
|
157K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.36K+ 0.4% |
$163K - $186K
|
1.61M
$46.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-31- 0.09% |
$793 - $906
|
33.2K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-52.8K- 42.3% |
$1.35M - $1.54M
|
72K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.43K+ 355.46% |
$113K - $130K
|
5.68K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
55.3K+ 22.71% |
$1.42M - $1.62M
|
299K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.2K+ 381.82% |
$107K - $123K
|
5.3K
$153K
|