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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 1.6% |
$600K - $643K
|
1.36M
$39.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 85.77% |
$596K - $638K
|
45.9K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
20.6K+ 69.69% |
$579K - $619K
|
50.1K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
20.4KNew |
$574K - $614K
|
20.4K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.8K+ 14353.62% |
$558K - $597K
|
19.9K
$582K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.8K+ 8.13% |
$556K - $596K
|
263K
$7.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
19.5K+ 10.65% |
$549K - $587K
|
202K
$5.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19.5K+ 0.67% |
$548K - $587K
|
2.93M
$85.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.4K+ 2.81% |
$546K - $585K
|
711K
$20.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.6K+ 5.13% |
$523K - $560K
|
381K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 73.9% |
$520K - $556K
|
43.4K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.1K+ 130.18% |
$510K - $546K
|
32.1K
$935K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17.7KNew |
$497K - $532K
|
17.7K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.5K+ 98.81% |
$493K - $527K
|
35.2K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17.4K+ 27.14% |
$489K - $524K
|
81.4K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
17.3K+ 5.57% |
$488K - $523K
|
329K
$9.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.8K+ 5.47% |
$474K - $507K
|
325K
$9.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16.6K+ 1.54% |
$467K - $500K
|
1.1M
$32M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16.3KNew |
$460K - $492K
|
16.3K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.9K+ 29.28% |
$448K - $480K
|
70.3K
$2.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.6K+ 6.3% |
$438K - $469K
|
263K
$7.66M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
15.5K+ 4.29% |
$437K - $467K
|
377K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.2K+ 16.76% |
$428K - $458K
|
106K
$3.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14.2K+ 2.16% |
$398K - $426K
|
669K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14K+ 55.01% |
$394K - $421K
|
39.4K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.6K+ 7.58% |
$382K - $409K
|
192K
$5.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 8.55% |
$375K - $401K
|
169K
$4.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 1285.81% |
$372K - $399K
|
14.3K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.2K+ 3.37% |
$370K - $396K
|
404K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 6.97% |
$370K - $396K
|
202K
$5.88M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.4KNew |
$350K - $374K
|
12.4K
$362K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
12.1K+ 9.9% |
$342K - $366K
|
135K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 8.68% |
$333K - $356K
|
148K
$4.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
11.6K+ 1.22% |
$326K - $349K
|
962K
$28M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.5K+ 1.89% |
$325K - $348K
|
623K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
11.1K+ 4.09% |
$313K - $335K
|
283K
$8.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$305K - $326K
|
10.8K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.7KNew |
$301K - $323K
|
10.7K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 11.59% |
$294K - $314K
|
100K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.4K+ 3.51% |
$293K - $314K
|
307K
$8.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 1.82% |
$284K - $304K
|
563K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10K+ 8.65% |
$282K - $302K
|
126K
$3.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.83K+ 1.58% |
$277K - $296K
|
631K
$18.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
9.8K+ 1.56% |
$276K - $295K
|
638K
$18.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.62KNew |
$271K - $290K
|
9.62K
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
9.44KNew |
$266K - $284K
|
9.44K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.42KNew |
$265K - $284K
|
9.42K
$275K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.36K+ 34.58% |
$263K - $282K
|
36.4K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.35KNew |
$263K - $282K
|
9.35K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9.33KNew |
$263K - $281K
|
9.33K
$272K
|
|