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 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
53.2K+ 197.12% |
$1.47M - $4.42M
|
80.2K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
43.8K+ 197.8% |
$1.21M - $3.64M
|
66K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
898K+ 156.72% |
$24.7M - $74.6M
|
1.47M
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91.6K+ 196.65% |
$2.52M - $7.61M
|
138K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
67K+ 201.97% |
$1.84M - $5.56M
|
100K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
23.1K+ 200.0% |
$636K - $1.92M
|
34.7K
$886K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26.2K+ 164.02% |
$721K - $2.17M
|
42.2K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
237K+ 209.1% |
$6.52M - $19.7M
|
350K
$8.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
423K+ 211.32% |
$11.7M - $35.1M
|
623K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
29.3KNew |
$806K - $2.43M
|
29.3K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.7K+ 194.86% |
$819K - $2.47M
|
45K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.17K+ 200.0% |
$170K - $512K
|
9.25K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
68.9K+ 202.17% |
$1.9M - $5.72M
|
103K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.5K+ 200.0% |
$509K - $1.54M
|
27.7K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
25.6K+ 200.0% |
$705K - $2.13M
|
38.4K
$983K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
22.8K+ 193.11% |
$627K - $1.89M
|
34.6K
$885K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
10.8K+ 195.51% |
$299K - $900K
|
16.4K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.23K+ 154.0% |
$33.9K - $102K
|
2.03K
$52K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.4K+ 203.19% |
$782K - $2.36M
|
42.4K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116+ 200.0% |
$3.19K - $9.63K
|
174
$4.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
31.1K+ 101.06% |
$856K - $2.58M
|
61.9K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.9KNew |
$493K - $1.49M
|
17.9K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$29.7K - $89.4K
|
1.08K
$27.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
53.1K+ 204.95% |
$1.46M - $4.41M
|
79K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
190K+ 206.33% |
$5.22M - $15.8M
|
282K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
16.6K+ 219.93% |
$458K - $1.38M
|
24.2K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.9K+ 200.0% |
$933K - $2.81M
|
50.8K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.79K+ 184.93% |
$270K - $813K
|
15.1K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.62K+ 199.94% |
$99.6K - $300K
|
5.43K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
16.4KNew |
$451K - $1.36M
|
16.4K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83.1K+ 195.35% |
$2.29M - $6.9M
|
126K
$3.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
224+ 200.0% |
$6.17K - $18.6K
|
336
$8.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
141K+ 196.36% |
$3.88M - $11.7M
|
213K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$82.5K - $249K
|
3K
$76.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
169K+ 162.63% |
$4.66M - $14.1M
|
273K
$6.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.33K+ 203.83% |
$174K - $526K
|
9.44K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
930+ 200.0% |
$25.6K - $77.2K
|
1.4K
$35.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
651New |
$17.9K - $54.1K
|
651
$16.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
602K+ 194.39% |
$16.6M - $50M
|
911K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
979K+ 315.03% |
$27M - $81.3M
|
1.29M
$33M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
833K+ 209.62% |
$22.9M - $69.1M
|
1.23M
$31.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
175K+ 198.98% |
$4.83M - $14.6M
|
263K
$6.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29.3KNew |
$808K - $2.44M
|
29.3K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
187K+ 182.53% |
$5.16M - $15.6M
|
290K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39KNew |
$1.07M - $3.24M
|
39K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
64.8K+ 179.95% |
$1.79M - $5.38M
|
101K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
516K+ 203.78% |
$14.2M - $42.9M
|
770K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
71.1K+ 210.32% |
$1.96M - $5.91M
|
105K
$2.69M
|