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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.07M+ 25.25% |
$47.5M - $58.1M
|
10.3M
$291M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.59M+ 2.7% |
$36.4M - $44.5M
|
60.4M
$1.71B
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.46MNew |
$33.4M - $40.8M
|
1.46M
$41.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.07M+ 14.7% |
$24.6M - $30.1M
|
8.37M
$237M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
685K+ 2.37% |
$15.7M - $19.2M
|
29.6M
$839M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
638K+ 97.8% |
$14.6M - $17.9M
|
1.29M
$36.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
615K+ 37.09% |
$14.1M - $17.3M
|
2.27M
$64.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
600K+ 6.77% |
$13.8M - $16.8M
|
9.47M
$268M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
542K+ 5.4% |
$12.4M - $15.2M
|
10.6M
$300M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
466K+ 289.9% |
$10.7M - $13.1M
|
626K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
423K+ 14.72% |
$9.7M - $11.9M
|
3.3M
$93.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
192KNew |
$4.4M - $5.38M
|
192K
$5.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 11.94% |
$4.33M - $5.3M
|
1.77M
$50.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
168K+ 24.73% |
$3.86M - $4.72M
|
848K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
156K+ 1121.56% |
$3.59M - $4.39M
|
170K
$4.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
142KNew |
$3.26M - $3.99M
|
142K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
142K+ 25.97% |
$3.25M - $3.98M
|
689K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
120K+ 36.66% |
$2.74M - $3.36M
|
446K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
119K+ 3966.76% |
$2.72M - $3.33M
|
122K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
118K+ 2033.93% |
$2.7M - $3.3M
|
124K
$3.5M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
104K+ 78.21% |
$2.39M - $2.93M
|
238K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
103K+ 97709.52% |
$2.35M - $2.88M
|
103K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
101K+ 89.45% |
$2.32M - $2.84M
|
214K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
101KNew |
$2.32M - $2.84M
|
101K
$2.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
99.9K+ 19.14% |
$2.29M - $2.8M
|
621K
$17.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.9K+ 34.96% |
$2.22M - $2.72M
|
374K
$10.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
90.6KNew |
$2.08M - $2.54M
|
90.6K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.9K+ 652.25% |
$2.06M - $2.52M
|
104K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
87K+ 31.64% |
$1.99M - $2.44M
|
362K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
86.5KNew |
$1.98M - $2.43M
|
86.5K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.1K+ 15.47% |
$1.72M - $2.11M
|
561K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
75KNew |
$1.72M - $2.1M
|
75K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
67.3KNew |
$1.54M - $1.89M
|
67.3K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
64.8KNew |
$1.49M - $1.82M
|
64.8K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59K+ 38.25% |
$1.35M - $1.66M
|
213K
$6.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
56.4K+ 174.72% |
$1.29M - $1.58M
|
88.7K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.3K+ 149.86% |
$1.27M - $1.55M
|
92.3K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
54.8K+ 8.81% |
$1.26M - $1.54M
|
677K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53.9KNew |
$1.23M - $1.51M
|
53.9K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53.7K+ 7.39% |
$1.23M - $1.51M
|
781K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4KNew |
$1.22M - $1.5M
|
53.4K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
53.1K+ 11.52% |
$1.22M - $1.49M
|
514K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51K+ 546.68% |
$1.17M - $1.43M
|
60.4K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
50.7K+ 99.06% |
$1.16M - $1.42M
|
102K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50.4K+ 141.78% |
$1.15M - $1.41M
|
85.9K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.1KNew |
$1.15M - $1.41M
|
50.1K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48.9K+ 198.41% |
$1.12M - $1.37M
|
73.6K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
48.5K+ 9.86% |
$1.11M - $1.36M
|
541K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
48.1KNew |
$1.1M - $1.35M
|
48.1K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
48K+ 8.29% |
$1.1M - $1.35M
|
628K
$17.8M
|