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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.46MNew |
$33.4M - $40.8M
|
1.46M
$42.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
192KNew |
$4.4M - $5.38M
|
192K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
142KNew |
$3.26M - $3.99M
|
142K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
119K+ 3966.76% |
$2.72M - $3.33M
|
122K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
118K+ 2033.93% |
$2.7M - $3.3M
|
124K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
101K+ 89.45% |
$2.32M - $2.84M
|
214K
$6.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
87K+ 31.64% |
$1.99M - $2.44M
|
362K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
54.8K+ 8.81% |
$1.26M - $1.54M
|
677K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53.9KNew |
$1.23M - $1.51M
|
53.9K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
53.1K+ 11.52% |
$1.22M - $1.49M
|
514K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48.9K+ 198.41% |
$1.12M - $1.37M
|
73.6K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.8K+ 66.79% |
$1.1M - $1.34M
|
119K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.9K+ 146.33% |
$892K - $1.09M
|
65.5K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.3K+ 3.93% |
$833K - $1.02M
|
960K
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
28.5K+ 2.71% |
$652K - $798K
|
1.08M
$31.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.83% |
$552K - $675K
|
377K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
23.9K+ 4.51% |
$548K - $671K
|
555K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.3K+ 2.84% |
$535K - $654K
|
844K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 16.71% |
$449K - $550K
|
137K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.9K+ 6.44% |
$434K - $531K
|
313K
$9.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.9KNew |
$409K - $501K
|
17.9K
$516K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
16.8K+ 167.13% |
$385K - $471K
|
26.8K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.6KNew |
$379K - $464K
|
16.6K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
16.1K+ 6.82% |
$369K - $452K
|
252K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.3K+ 6.42% |
$328K - $401K
|
237K
$6.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.1K+ 3.27% |
$323K - $396K
|
446K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 4.17% |
$303K - $370K
|
330K
$9.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
11.8K+ 5.09% |
$270K - $331K
|
243K
$7.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$241K - $294K
|
10.5K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
10.5K+ 2.48% |
$240K - $294K
|
433K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 3.35% |
$234K - $286K
|
315K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.46KNew |
$217K - $265K
|
9.46K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.65K+ 13.2% |
$198K - $243K
|
74.1K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
8.43KNew |
$193K - $236K
|
8.43K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.91K+ 9.65% |
$181K - $222K
|
89.8K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.84K+ 28.03% |
$180K - $220K
|
35.8K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.13K+ 2.34% |
$163K - $200K
|
311K
$9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.05KNew |
$162K - $198K
|
7.05K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.73K+ 1.31% |
$154K - $189K
|
518K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.72K+ 8.45% |
$154K - $188K
|
86.2K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.62K+ 3.84% |
$152K - $186K
|
179K
$5.17M
|