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 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
294K+ 180.33% |
$8.09M - $24.4M
|
457K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
455K+ 213.47% |
$12.5M - $37.8M
|
669K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
38.3K+ 241.9% |
$1.06M - $3.18M
|
54.2K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
37K+ 198.04% |
$1.02M - $3.07M
|
55.6K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
88.1K+ 198.5% |
$2.43M - $7.32M
|
133K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.06K+ 201.34% |
$29.1K - $87.6K
|
1.58K
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
700+ 200.0% |
$19.3K - $58.1K
|
1.05K
$26.9K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
261KNew |
$7.2M - $21.7M
|
261K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.7K- 27.79% |
$1.84M - $5.54M
|
173K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
33.2K+ 231.86% |
$915K - $2.76M
|
47.6K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.89K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.31K+ 200.0% |
$146K - $441K
|
7.97K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
235K+ 180.88% |
$6.48M - $19.5M
|
366K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
482+ 200.0% |
$13.3K - $40K
|
723
$18.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.9K+ 297.17% |
$905K - $2.73M
|
43.9K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
8.11K+ 199.98% |
$223K - $673K
|
12.2K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.76K+ 200.0% |
$241K - $727K
|
13.1K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19.3K+ 178.83% |
$531K - $1.6M
|
30K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
146K+ 193.85% |
$4.03M - $12.1M
|
222K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
85.9K+ 188.97% |
$2.37M - $7.14M
|
131K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.78K+ 200.0% |
$159K - $480K
|
8.67K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$41.6K - $126K
|
1.51K
$38.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.2K+ 212.91% |
$778K - $2.35M
|
41.5K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
388K+ 140.44% |
$10.7M - $32.2M
|
664K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
113K+ 153.71% |
$3.1M - $9.35M
|
186K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1M+ 188.59% |
$30.3M - $91.5M
|
1.69M
$43.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
276K+ 211.44% |
$7.59M - $22.9M
|
406K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.8K+ 215.75% |
$739K - $2.23M
|
39.3K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.7K+ 133.79% |
$321K - $969K
|
20.4K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 200.0% |
$220 - $664
|
12
$307
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$110 - $332
|
6
$153
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 200.0% |
$86.1K - $260K
|
4.69K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21K+ 182.35% |
$578K - $1.74M
|
32.5K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45.9K+ 218.29% |
$1.26M - $3.81M
|
67K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
19.8KNew |
$547K - $1.65M
|
19.8K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
297K+ 166.22% |
$8.17M - $24.6M
|
475K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
36.1KNew |
$993K - $2.99M
|
36.1K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80.2KNew |
$2.21M - $6.66M
|
80.2K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.6K+ 202.34% |
$677K - $2.04M
|
36.7K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59K+ 175.14% |
$1.62M - $4.9M
|
92.7K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288K+ 185.46% |
$7.94M - $23.9M
|
444K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
55.9KNew |
$1.54M - $4.64M
|
55.9K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 181.08% |
$27.7K - $83.5K
|
1.56K
$39.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
337+ 200.6% |
$9.28K - $28K
|
505
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.8KNew |
$1.18M - $3.56M
|
42.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
28.9K+ 162.13% |
$797K - $2.4M
|
46.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 200.0% |
$30.3K - $91.3K
|
1.65K
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24.6K+ 208.32% |
$677K - $2.04M
|
36.4K
$930K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 80.35% |
$2.89M - $8.73M
|
236K
$6.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
292+ 200.0% |
$8.04K - $24.2K
|
438
$11.2K
|