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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
187+ 1.74% |
$4.78K - $5.47K
|
10.9K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.1K+ 8.36% |
$130K - $149K
|
66K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
104+ 0.1% |
$2.66K - $3.04K
|
101K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-341- 0.59% |
$8.72K - $9.97K
|
57.9K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65K+ 2.13% |
$67.7K - $77.4K
|
127K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
980K+ 287.36% |
$25.1M - $28.7M
|
1.32M
$38.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.3% |
$25.6 - $29.2
|
337
$9.74K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.01K+ 467.05% |
$51.5K - $58.9K
|
2.44K
$70.6K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.93K- 3.73% |
$74.8K - $85.5K
|
75.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
7.97K+ 3.24% |
$204K - $233K
|
254K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.1K+ 4.96% |
$464K - $530K
|
384K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-9.28K- 19.87% |
$237K - $271K
|
37.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74.8K- 4.44% |
$1.91M - $2.19M
|
1.61M
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-133- 0.53% |
$3.4K - $3.89K
|
25K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 54.08% |
$319K - $365K
|
35.5K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 11.45% |
$269K - $307K
|
102K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 2.44% |
$102K - $117K
|
160K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-457- 3.32% |
$11.7K - $13.4K
|
13.3K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
157+ 0.59% |
$4.02K - $4.59K
|
26.6K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
105New |
$2.69K - $3.07K
|
105
$3.03K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
35.9K+ 5.84% |
$919K - $1.05M
|
651K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-186K- 22.68% |
$4.76M - $5.44M
|
635K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-45.1K- 2.75% |
$1.15M - $1.32M
|
1.6M
$46.1M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-391- 2.32% |
$10K - $11.4K
|
16.4K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.74K- 2.84% |
$198K - $226K
|
265K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 9.49% |
$1.09M - $1.24M
|
490K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.55K- 4.29% |
$116K - $133K
|
102K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-117- 0.38% |
$2.99K - $3.42K
|
30.7K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-131- 0.33% |
$3.35K - $3.83K
|
39.9K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
702+ 16.92% |
$18K - $20.5K
|
4.85K
$140K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.56K+ 34.97% |
$193K - $221K
|
29.2K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
372+ 0.45% |
$9.52K - $10.9K
|
83.5K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-14.3K- 4.33% |
$365K - $417K
|
315K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-906- 29.61% |
$23.2K - $26.5K
|
2.15K
$62.3K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
32.5KNew |
$831K - $949K
|
32.5K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38.4K+ 13.35% |
$983K - $1.12M
|
326K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-939- 2.45% |
$24K - $27.5K
|
37.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 8.55% |
$49K - $56K
|
20.5K
$592K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
931+ 0.97% |
$23.8K - $27.2K
|
97K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.01% |
$401K - $458K
|
276K
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.23K- 0.17% |
$108K - $124K
|
2.42M
$69.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.08% |
$26.7K - $30.5K
|
95.6K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
806K+ 18.57% |
$20.6M - $23.6M
|
5.15M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.52K- 15.31% |
$64.5K - $73.7K
|
13.9K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-106- 0.34% |
$2.71K - $3.1K
|
30.8K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-391- 0.38% |
$10K - $11.4K
|
103K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.92K+ 23.02% |
$177K - $202K
|
37K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.91KNew |
$253K - $290K
|
9.91K
$286K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.07K- 12.73% |
$181K - $207K
|
48.5K
$1.4M
|