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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4K+ 368.22% |
$1.99M - $2.23M
|
34.8K
$971K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21K+ 70.89% |
$1.53M - $1.71M
|
50.6K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.6KNew |
$1.43M - $1.6M
|
19.6K
$546K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.5K+ 437.14% |
$1.06M - $1.18M
|
17.8K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14K+ 24.03% |
$1.02M - $1.14M
|
72.3K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$862K - $963K
|
11.8K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8.01KNew |
$584K - $653K
|
8.01K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.6K+ 2.2% |
$408K - $456K
|
259K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.5KNew |
$328K - $366K
|
4.5K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$279K - $312K
|
3.83K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67KNew |
$268K - $299K
|
3.67K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11KNew |
$226K - $253K
|
3.11K
$86.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3KNew |
$218K - $244K
|
3K
$83.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.7KNew |
$197K - $220K
|
2.7K
$75.2K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
2.63KNew |
$191K - $214K
|
2.63K
$73.2K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$190K - $212K
|
2.61K
$72.7K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.54KNew |
$185K - $207K
|
2.54K
$70.9K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.5KNew |
$182K - $203K
|
2.5K
$69.6K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2K+ 52.63% |
$146K - $163K
|
5.8K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.28K+ 16.66% |
$93.5K - $104K
|
8.98K
$251K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
850New |
$62K - $69.2K
|
850
$23.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
651New |
$47.5K - $53K
|
651
$18.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
451+ 2.46% |
$32.9K - $36.7K
|
18.8K
$525K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 11.7% |
$29.2K - $32.6K
|
3.82K
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
390+ 3900.0% |
$28.4K - $31.8K
|
400
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
199+ 14.59% |
$14.5K - $16.2K
|
1.56K
$43.6K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 3200.0% |
$11.7K - $13K
|
165
$4.6K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
152New |
$11.1K - $12.4K
|
152
$4.24K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 75.9% |
$10.8K - $12.1K
|
343
$9.57K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
136New |
$9.91K - $11.1K
|
136
$3.79K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
128New |
$9.33K - $10.4K
|
128
$3.57K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
125New |
$9.11K - $10.2K
|
125
$3.49K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.88% |
$7.29K - $8.14K
|
11.4K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.92% |
$5.98K - $6.68K
|
2.89K
$80.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 35.64% |
$4.88K - $5.46K
|
255
$7.11K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 35.52% |
$4.74K - $5.29K
|
248
$6.92K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
65+ 4.2% |
$4.74K - $5.29K
|
1.61K
$45K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.23K - $4.72K
|
58
$1.62K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.46K - $1.63K
|
20
$558
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$1.38K - $1.55K
|
19
$530
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.22% |
$146 - $163
|
920
$25.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.05% |
$72.9 - $81.4
|
1.91K
$53.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
171KNew |
$10.8M - $13M
|
171K
$4.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
72.8K+ 1063.69% |
$4.59M - $5.53M
|
79.6K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32.5KNew |
$2.04M - $2.46M
|
32.5K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24.8KNew |
$1.56M - $1.88M
|
24.8K
$691K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 7.13% |
$1.38M - $1.67M
|
330K
$9.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
15.9K+ 271.19% |
$1M - $1.21M
|
21.8K
$607K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
12.4KNew |
$780K - $941K
|
12.4K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.53K+ 5.09% |
$601K - $724K
|
197K
$5.49M
|
|