Latest Institutional Purchases of Schwab Strategic U.S. Mid Cap (SCHM)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113KNew |
$2.89M - $3.31M
|
113K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.4K+ 39.25% |
$2.54M - $2.91M
|
353K
$9.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38K+ 2.51% |
$973K - $1.11M
|
1.55M
$40.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
21.5K+ 4.22% |
$550K - $629K
|
531K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.9K+ 130.13% |
$357K - $408K
|
24.7K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.4K+ 5.13% |
$343K - $393K
|
275K
$7.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 47.04% |
$262K - $300K
|
32K
$839K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.61K+ 1.22% |
$195K - $223K
|
631K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.91K+ 1.17% |
$151K - $173K
|
512K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.68K+ 7.75% |
$145K - $166K
|
79K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.39K+ 11.96% |
$138K - $157K
|
50.4K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.85K+ 4.17% |
$98.4K - $112K
|
96K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$69.8K - $79.8K
|
2.73K
$71.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 27.5% |
$65K - $74.3K
|
11.8K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 6.92% |
$33.6K - $38.4K
|
20.3K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.15K+ 40.25% |
$29.4K - $33.6K
|
4K
$105K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
815+ 0.37% |
$20.8K - $23.8K
|
223K
$5.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
753New |
$19.3K - $22K
|
753
$19.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
347+ 2.32% |
$8.88K - $10.1K
|
15.3K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
196+ 0.54% |
$5.01K - $5.73K
|
36.8K
$962K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
182+ 0.74% |
$4.66K - $5.32K
|
24.8K
$648K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
178+ 0.57% |
$4.55K - $5.2K
|
31.6K
$827K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 1.06% |
$4.27K - $4.88K
|
15.9K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 0.3% |
$870 - $994
|
11.3K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.3% |
$665 - $760
|
8.7K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.26% |
$537 - $614
|
8.12K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.33% |
$486 - $556
|
5.79K
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.3% |
$460 - $526
|
5.99K
$157K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
13+ 0.07% |
$333 - $380
|
18.5K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.02% |
$153 - $175
|
30.3K
$792K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6+ 0.05% |
$153 - $175
|
12.9K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$51.2 - $58.5
|
777
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$25.6 - $29.2
|
10.9K
$285K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.05% |
$25.6 - $29.2
|
2.21K
$57.8K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.5M+ 129.09% |
$922M - $2.78B
|
59.4M
$1.55B
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8M+ 190.87% |
$517M - $1.56B
|
28.6M
$748M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82M+ 209.29% |
$188M - $566M
|
10.1M
$264M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.21M+ 219.8% |
$144M - $433M
|
7.58M
$198M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45M+ 196.47% |
$123M - $369M
|
6.71M
$176M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.02M+ 194.7% |
$111M - $334M
|
6.09M
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.86M+ 192.21% |
$78.7M - $237M
|
4.34M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.8M+ 203.94% |
$77.2M - $233M
|
4.18M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42MNew |
$66.6M - $201M
|
2.42M
$63.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.91M+ 196.85% |
$52.6M - $159M
|
2.88M
$75.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.84M+ 244.04% |
$50.6M - $153M
|
2.59M
$67.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45M+ 205.81% |
$40.1M - $121M
|
2.16M
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39M+ 189.37% |
$38.3M - $116M
|
2.13M
$55.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36M+ 187.7% |
$37.6M - $113M
|
2.09M
$54.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.28M+ 194.91% |
$35.3M - $106M
|
1.94M
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.26M+ 303.64% |
$34.6M - $104M
|
1.67M
$43.7M
|
|