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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
324K+ 1.13% |
$8.29M - $9.48M
|
28.9M
$836M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
666+ 2.46% |
$17K - $19.5K
|
27.8K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.23K+ 9.05% |
$31.6K - $36.1K
|
14.9K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-695- 1.14% |
$17.8K - $20.3K
|
60.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13K+ 130.45% |
$333K - $380K
|
23K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.78K- 2.41% |
$71.1K - $81.3K
|
113K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-24- 0.18% |
$614 - $702
|
13.3K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
31.5K+ 5.05% |
$805K - $920K
|
655K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.17% |
$27.1K - $31K
|
91.5K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
134+ 0.74% |
$3.43K - $3.92K
|
18.3K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 0.81% |
$16.1K - $18.4K
|
77.1K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.17K- 0.74% |
$107K - $122K
|
556K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
18.9K+ 19.38% |
$483K - $552K
|
116K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.78K+ 23.02% |
$96.7K - $111K
|
20.2K
$584K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 4.11% |
$99.2K - $113K
|
90.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.6K- 25.71% |
$1.14M - $1.3M
|
129K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
146+ 0.18% |
$3.73K - $4.27K
|
79.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.32K- 12.74% |
$213K - $243K
|
57K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.12K- 3.24% |
$54.3K - $62.1K
|
63.5K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 16.48% |
$834K - $953K
|
230K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-307K- 14.44% |
$7.86M - $8.98M
|
1.82M
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.16K- 1.94% |
$55.3K - $63.2K
|
109K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-165- 37.67% |
$4.22K - $4.82K
|
273
$7.89K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 1.76% |
$299K - $341K
|
652K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 4.56% |
$70.3K - $80.4K
|
63K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
582+ 1.8% |
$14.9K - $17K
|
32.9K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.42K+ 1.71% |
$164K - $188K
|
381K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$1.69K - $1.93K
|
66
$1.91K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617K+ 8.13% |
$15.8M - $18M
|
8.2M
$237M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.5K- 73.99% |
$933K - $1.07M
|
12.8K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
55.6KNew |
$1.42M - $1.62M
|
55.6K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.3K+ 544.53% |
$417K - $477K
|
19.3K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-264- 0.16% |
$6.75K - $7.72K
|
162K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 11.43% |
$116K - $133K
|
35.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
40.8KNew |
$1.04M - $1.19M
|
40.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.84K+ 72.66% |
$175K - $200K
|
16.2K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-767- 0.35% |
$19.6K - $22.4K
|
219K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.3% |
$76.7 - $87.7
|
987
$28.5K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$760K - $869K
|
29.7K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
56+ 0.25% |
$1.43K - $1.64K
|
22.7K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.5K- 21.94% |
$371K - $424K
|
51.6K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.82K- 1.01% |
$72.1K - $82.4K
|
277K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.05K- 15.07% |
$52.4K - $59.9K
|
11.6K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.62K- 1.9% |
$195K - $223K
|
393K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-381- 4.29% |
$9.75K - $11.1K
|
8.5K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-750- 6.32% |
$19.2K - $21.9K
|
11.1K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
45+ 0.3% |
$1.15K - $1.32K
|
15K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
38+ 0.05% |
$972 - $1.11K
|
74.5K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-297- 0.62% |
$7.6K - $8.68K
|
47.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16.2K- 22.03% |
$415K - $474K
|
57.4K
$1.66M
|