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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.02K
$140K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
102KNew |
$6.2M - $7.78M
|
102K
$2.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19.1KNew |
$1.16M - $1.46M
|
19.1K
$531K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$823K - $1.03M
|
13.5K
$376K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
12.8K+ 63.11% |
$781K - $980K
|
33.1K
$922K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
10.2K+ 4.31% |
$621K - $779K
|
247K
$6.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.12K+ 10.79% |
$373K - $468K
|
62.9K
$1.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4.51KNew |
$274K - $344K
|
4.51K
$125K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$225K - $282K
|
3.69K
$103K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 92.4% |
$178K - $224K
|
6.1K
$170K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.39K+ 12636.36% |
$84.7K - $106K
|
1.4K
$39K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.02KNew |
$62.1K - $77.9K
|
1.02K
$28.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
550New |
$33.5K - $42K
|
550
$15.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
364+ 9.85% |
$22.2K - $27.8K
|
4.06K
$113K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
248New |
$15.1K - $18.9K
|
248
$6.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
52+ 0.3% |
$3.17K - $3.97K
|
17.2K
$479K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.05K - $3.82K
|
50
$1.39K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
20New |
$1.22K - $1.53K
|
20
$557
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.43% |
$365 - $458
|
1.41K
$39.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2+ 0.31% |
$122 - $153
|
638
$17.8K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
20.3KNew |
$1.44M - $1.64M
|
20.3K
$565K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$799K - $914K
|
11.3K
$315K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.71KNew |
$120K - $138K
|
1.71K
$47.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
894New |
$63.2K - $72.3K
|
894
$24.9K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
307+ 157.44% |
$21.7K - $24.8K
|
502
$14K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
280New |
$19.8K - $22.6K
|
280
$7.79K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 2.55% |
$424 - $485
|
241
$6.71K
|
|
| Q4 2021 | |||||||
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
786New |
$59.7K - $65.5K
|
786
$21.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
173New |
$13.1K - $14.4K
|
173
$4.81K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$9.5K - $10.4K
|
125
$3.48K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
90+ 1.47% |
$6.84K - $7.51K
|
6.2K
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
24+ 0.6% |
$1.82K - $2K
|
4K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 1.45% |
$76 - $83.4
|
70
$1.95K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$76 - $83.4
|
1
$27.8
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14KNew |
$1.05M - $1.13M
|
14K
$390K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.6KNew |
$642K - $696K
|
8.6K
$239K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.2KNew |
$388K - $421K
|
5.2K
$145K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
336New |
$25.1K - $27.2K
|
336
$9.35K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
214KNew |
$16M - $16.9M
|
214K
$5.95M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
98New |
$7.31K - $7.75K
|
98
$2.73K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
872+ 2.26% |
$58.5K - $67K
|
39.5K
$1.1M
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101New |
$6.77K - $7.76K
|
101
$2.81K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
170KNew |
$9.5M - $11.6M
|
170K
$4.73M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
137KNew |
$7.67M - $9.38M
|
137K
$3.82M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.8KNew |
$269K - $329K
|
4.8K
$134K
|
|
|
Feb 10, 2021
Q4 2020
|
Family Management Corp
New York, NY |
BUY
|
- |
2.63KNew |
$147K - $180K
|
2.63K
$73.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
800New |
$44.7K - $54.8K
|
800
$22.3K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.36KNew |
$486K - $550K
|
9.36K
$260K
|
|