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 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
74.8K+ 207.38% |
$2.06M - $6.21M
|
111K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.16KNew |
$252K - $760K
|
9.16K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
16.4K+ 200.0% |
$452K - $1.36M
|
24.6K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
393New |
$10.8K - $32.6K
|
393
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.96K+ 200.0% |
$54K - $163K
|
2.94K
$75.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.66KNew |
$211K - $636K
|
7.66K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 209.64% |
$829K - $2.5M
|
44.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50.7K+ 57.77% |
$1.4M - $4.21M
|
138K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
44.9K+ 199.83% |
$1.24M - $3.73M
|
67.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
379K+ 206.24% |
$10.4M - $31.5M
|
563K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 200.0% |
$38.7K - $117K
|
2.11K
$53.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103K+ 2390.81% |
$2.84M - $8.58M
|
108K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
90.1K+ 201.19% |
$2.48M - $7.49M
|
135K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
17.9K+ 205.24% |
$494K - $1.49M
|
26.7K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
195+ 0.64% |
$5.37K - $16.2K
|
30.9K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
42.6K+ 202.36% |
$1.17M - $3.54M
|
63.7K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.5K+ 220.64% |
$1.61M - $4.86M
|
85.1K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
50.4K+ 200.0% |
$1.39M - $4.18M
|
75.6K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82M+ 209.29% |
$188M - $566M
|
10.1M
$258M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
394+ 200.0% |
$10.9K - $32.7K
|
591
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
686+ 200.0% |
$18.9K - $57K
|
1.03K
$26.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
656+ 200.0% |
$18.1K - $54.5K
|
984
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.29KNew |
$201K - $605K
|
7.29K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
12.1K+ 200.5% |
$334K - $1.01M
|
18.2K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
239K+ 1731.81% |
$6.59M - $19.9M
|
253K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.2K+ 200.0% |
$280K - $845K
|
15.3K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.1K+ 200.06% |
$388K - $1.17M
|
21.1K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.79K+ 200.13% |
$214K - $647K
|
11.7K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
426+ 0.37% |
$11.7K - $35.4K
|
115K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.34K+ 201.37% |
$175K - $526K
|
9.49K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
173K+ 213.08% |
$4.76M - $14.4M
|
254K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 233.07% |
$432K - $1.3M
|
22.4K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
17K+ 196.59% |
$468K - $1.41M
|
25.7K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
51.5K+ 201.23% |
$1.42M - $4.27M
|
77K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
758K+ 215.88% |
$20.9M - $63M
|
1.11M
$28.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.15K+ 200.0% |
$142K - $427K
|
7.72K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
528New |
$14.5K - $43.8K
|
528
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
90.6K+ 198.48% |
$2.49M - $7.52M
|
136K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9.03K+ 200.0% |
$249K - $750K
|
13.5K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.02K+ 1931.57% |
$221K - $666K
|
8.43K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
17.5K+ 200.57% |
$482K - $1.45M
|
26.2K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.29K+ 200.61% |
$228K - $688K
|
12.4K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
71.2K+ 197.81% |
$1.96M - $5.92M
|
107K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.6K+ 193.67% |
$1.01M - $3.04M
|
55.5K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 269.23% |
$4.82K - $14.5K
|
240
$6.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42MNew |
$66.6M - $201M
|
2.42M
$61.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
555New |
$15.3K - $46.1K
|
555
$14.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
106K+ 212.02% |
$2.92M - $8.82M
|
156K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136+ 200.0% |
$3.75K - $11.3K
|
204
$5.22K
|