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 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.21K+ 200.0% |
$33.4K - $101K
|
1.82K
$50.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 200.0% |
$30.6K - $92.2K
|
1.67K
$46.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 200.0% |
$30.3K - $91.3K
|
1.65K
$46.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$29.7K - $89.4K
|
1.08K
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.06K+ 201.34% |
$29.1K - $87.6K
|
1.58K
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.05K+ 136.42% |
$28.8K - $86.8K
|
1.81K
$50.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 181.08% |
$27.7K - $83.5K
|
1.56K
$43.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
984+ 200.0% |
$27.1K - $81.7K
|
1.48K
$41.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
930+ 200.0% |
$25.6K - $77.2K
|
1.4K
$39K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
882+ 200.0% |
$24.3K - $73.2K
|
1.32K
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
855+ 200.23% |
$23.5K - $71K
|
1.28K
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
842+ 180.3% |
$23.2K - $69.9K
|
1.31K
$36.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
828+ 200.48% |
$22.8K - $68.8K
|
1.24K
$34.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
748New |
$20.6K - $62.1K
|
748
$20.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
726+ 200.0% |
$20K - $60.3K
|
1.09K
$30.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
700+ 200.0% |
$19.3K - $58.1K
|
1.05K
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
686+ 200.0% |
$18.9K - $57K
|
1.03K
$28.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
656+ 200.0% |
$18.1K - $54.5K
|
984
$27.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
651New |
$17.9K - $54.1K
|
651
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
640+ 200.0% |
$17.6K - $53.1K
|
960
$26.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
634+ 200.0% |
$17.5K - $52.6K
|
951
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
622+ 200.0% |
$17.1K - $51.7K
|
933
$26.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615+ 182.49% |
$16.9K - $51.1K
|
952
$26.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
555New |
$15.3K - $46.1K
|
555
$15.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
528New |
$14.5K - $43.8K
|
528
$14.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
517+ 200.39% |
$14.2K - $42.9K
|
775
$21.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 200.0% |
$13.8K - $41.5K
|
750
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
496+ 200.0% |
$13.7K - $41.2K
|
744
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
482+ 200.0% |
$13.3K - $40K
|
723
$20.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
470New |
$12.9K - $39K
|
470
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
461+ 0.71% |
$12.7K - $38.3K
|
65.8K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
453New |
$12.5K - $37.6K
|
453
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
438+ 200.0% |
$12.1K - $36.4K
|
657
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
434+ 200.0% |
$12K - $36K
|
651
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
426+ 0.37% |
$11.7K - $35.4K
|
115K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
424+ 6057.14% |
$11.7K - $35.2K
|
431
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
423+ 200.47% |
$11.6K - $35.1K
|
634
$17.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
394+ 200.0% |
$10.9K - $32.7K
|
591
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
393New |
$10.8K - $32.6K
|
393
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
360New |
$9.91K - $29.9K
|
360
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
337+ 200.6% |
$9.28K - $28K
|
505
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
337+ 1.08% |
$9.28K - $28K
|
31.6K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
320+ 200.0% |
$8.81K - $26.6K
|
480
$13.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
310+ 200.0% |
$8.54K - $25.7K
|
465
$13K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
292+ 200.0% |
$8.04K - $24.2K
|
438
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
264+ 200.0% |
$7.27K - $21.9K
|
396
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
264+ 200.0% |
$7.27K - $21.9K
|
396
$11.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
262+ 200.0% |
$7.22K - $21.8K
|
393
$11K
|