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 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2KNew |
$685K - $785K
|
11.2K
$312K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 10.73% |
$218K - $250K
|
36.9K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.21KNew |
$135K - $155K
|
2.21K
$61.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$108K - $124K
|
1.77K
$49.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.65KNew |
$101K - $115K
|
1.65K
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$83.9K - $96.2K
|
1.38K
$38.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.01KNew |
$61.7K - $70.6K
|
1.01K
$28.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
742New |
$45.3K - $51.9K
|
742
$20.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
715+ 1.23% |
$43.7K - $50K
|
58.9K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
576New |
$35.2K - $40.3K
|
576
$16K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
522New |
$31.9K - $36.5K
|
522
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
385+ 100.0% |
$23.5K - $26.9K
|
770
$21.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
383New |
$23.4K - $26.8K
|
383
$10.7K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
300New |
$18.3K - $21K
|
300
$8.35K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
250New |
$15.3K - $17.5K
|
250
$6.96K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
249New |
$15.2K - $17.4K
|
249
$6.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
226New |
$13.8K - $15.8K
|
226
$6.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$12.2K - $14K
|
200
$5.57K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
178New |
$10.9K - $12.4K
|
178
$4.95K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
157+ 2.24% |
$9.58K - $11K
|
7.17K
$199K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$9.16K - $10.5K
|
150
$4.17K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
86+ 0.9% |
$5.25K - $6.01K
|
9.69K
$270K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
61+ 1.74% |
$3.72K - $4.27K
|
3.57K
$99.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
43New |
$2.63K - $3.01K
|
43
$1.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35+ 0.52% |
$2.14K - $2.45K
|
6.78K
$189K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34New |
$2.08K - $2.38K
|
34
$946
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
29New |
$1.77K - $2.03K
|
29
$807
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$1.28K - $1.47K
|
4.04K
$112K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.47K
|
21
$584
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
13New |
$794 - $909
|
13
$362
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.43% |
$244 - $280
|
945
$26.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$61.1 - $69.9
|
1
$27.8
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$61.1 - $69.9
|
573
$15.9K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
91.8KNew |
$5.55M - $6.66M
|
91.8K
$2.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
34.9KNew |
$2.11M - $2.53M
|
34.9K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.7K+ 394.3% |
$1.5M - $1.79M
|
31K
$862K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.6KNew |
$1.12M - $1.35M
|
18.6K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
17.1K+ 173.27% |
$1.03M - $1.24M
|
26.9K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
6.09KNew |
$369K - $442K
|
6.09K
$170K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.27K+ 14.45% |
$319K - $382K
|
41.8K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.77KNew |
$228K - $273K
|
3.77K
$105K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$179K - $215K
|
2.96K
$82.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$80.3K - $96.2K
|
1.33K
$36.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
945+ 11.76% |
$57.2K - $68.5K
|
8.98K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
388New |
$23.5K - $28.1K
|
388
$10.8K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
52+ 0.43% |
$3.15K - $3.77K
|
12.1K
$338K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.27K - $1.52K
|
21
$584
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 25.81% |
$484 - $580
|
39
$1.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.43% |
$363 - $435
|
1.39K
$38.6K
|
|