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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78M+ 195.32% |
$104M - $314M
|
5.72M
$165M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.23M+ 201.19% |
$61.5M - $186M
|
3.35M
$96.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.03M+ 209.92% |
$28.3M - $85.3M
|
1.52M
$43.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436K+ 209.24% |
$12M - $36.2M
|
645K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
435K+ 181.51% |
$12M - $36.1M
|
674K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
427K+ 174.72% |
$11.7M - $35.4M
|
671K
$19.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
416K+ 200.58% |
$11.5M - $34.5M
|
623K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
335K+ 196.71% |
$9.23M - $27.8M
|
506K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
322K+ 196.24% |
$8.86M - $26.7M
|
486K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
294K+ 205.55% |
$8.11M - $24.4M
|
438K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
279K+ 200.32% |
$7.67M - $23.1M
|
418K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
268K+ 209.94% |
$7.37M - $22.2M
|
395K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
260K+ 177.68% |
$7.16M - $21.6M
|
407K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
240K+ 203.46% |
$6.6M - $19.9M
|
358K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
226K+ 198.29% |
$6.22M - $18.7M
|
340K
$9.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224K+ 203.29% |
$6.18M - $18.6M
|
335K
$9.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
222K+ 200.63% |
$6.11M - $18.4M
|
333K
$9.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
214K+ 239.84% |
$5.88M - $17.7M
|
303K
$8.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
190K+ 199.69% |
$5.23M - $15.8M
|
285K
$8.22M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
160K+ 574.93% |
$4.4M - $13.3M
|
188K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
157K+ 198.12% |
$4.32M - $13M
|
236K
$6.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
146K+ 178.01% |
$4.03M - $12.1M
|
228K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
143KNew |
$3.94M - $11.9M
|
143K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
140K+ 199.3% |
$3.85M - $11.6M
|
210K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
129K+ 183.92% |
$3.56M - $10.7M
|
200K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
126K+ 216.61% |
$3.47M - $10.5M
|
184K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
126K+ 215.39% |
$3.46M - $10.4M
|
184K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
121K+ 206.87% |
$3.34M - $10.1M
|
180K
$5.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
108K+ 187.7% |
$2.97M - $8.96M
|
165K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
107KNew |
$2.94M - $8.86M
|
107K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
96.3K+ 200.41% |
$2.65M - $7.99M
|
144K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
93.5K+ 173.3% |
$2.57M - $7.76M
|
147K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.3K+ 355.14% |
$2.54M - $7.66M
|
118K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80.2K+ 238.92% |
$2.21M - $6.66M
|
114K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
79.9KNew |
$2.2M - $6.64M
|
79.9K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
79.5K+ 220.04% |
$2.19M - $6.6M
|
116K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
78.9K+ 190.59% |
$2.17M - $6.55M
|
120K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
74.4K+ 190.0% |
$2.05M - $6.18M
|
114K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
72.3K+ 199.25% |
$1.99M - $6.01M
|
109K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
70.8K+ 170.26% |
$1.95M - $5.88M
|
112K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 211.44% |
$1.94M - $5.86M
|
104K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
68.2K+ 128.61% |
$1.88M - $5.67M
|
121K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
66.2K+ 198.9% |
$1.82M - $5.5M
|
99.5K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65.1K+ 93.45% |
$1.79M - $5.41M
|
135K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
62.2K+ 345.45% |
$1.71M - $5.17M
|
80.2K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
62.2K+ 95.82% |
$1.71M - $5.17M
|
127K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
61.9K+ 183.64% |
$1.71M - $5.14M
|
95.7K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61.9K+ 204.19% |
$1.7M - $5.14M
|
92.2K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
61.3K+ 178.35% |
$1.69M - $5.09M
|
95.7K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
59.7K+ 243.68% |
$1.65M - $4.96M
|
84.3K
$2.43M
|