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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.13K+ 2.34% |
$163K - $200K
|
311K
$9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.05KNew |
$162K - $198K
|
7.05K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.73K+ 1.31% |
$154K - $189K
|
518K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.72K+ 8.45% |
$154K - $188K
|
86.2K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.63K+ 4.81% |
$152K - $186K
|
145K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.62K+ 3.84% |
$152K - $186K
|
179K
$5.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 2.74% |
$145K - $177K
|
236K
$6.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.98K+ 11.24% |
$137K - $168K
|
59.2K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.81K+ 7.35% |
$133K - $163K
|
84.8K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.44K+ 16.57% |
$125K - $153K
|
38.2K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.59K+ 2.78% |
$105K - $129K
|
169K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.39K+ 28.51% |
$101K - $123K
|
19.8K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
4.18K+ 1.26% |
$95.9K - $117K
|
337K
$9.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.84K+ 38.66% |
$88.1K - $108K
|
13.8K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.76K+ 10.52% |
$86.2K - $105K
|
39.5K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.19K+ 21.82% |
$73.2K - $89.6K
|
17.8K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 1.85% |
$64.7K - $79.2K
|
156K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.57K+ 8.31% |
$59K - $72.2K
|
33.5K
$969K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.42K+ 0.52% |
$55.4K - $67.8K
|
470K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.41K+ 9.89% |
$55.3K - $67.6K
|
26.8K
$774K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.23K+ 1.25% |
$51K - $62.5K
|
181K
$5.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
2.2K+ 1.88% |
$50.5K - $61.8K
|
119K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13KNew |
$48.8K - $59.7K
|
2.13K
$61.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.06KNew |
$47.2K - $57.8K
|
2.06K
$59.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.82K+ 5.8% |
$41.7K - $51K
|
33.2K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.81K+ 2.46% |
$41.5K - $50.7K
|
75.2K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 0.54% |
$41.1K - $50.3K
|
335K
$9.67M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.79K+ 0.21% |
$41K - $50.2K
|
849K
$24.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.77K+ 3.38% |
$40.5K - $49.6K
|
54K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
1.72K+ 0.78% |
$39.4K - $48.2K
|
222K
$6.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.69K+ 5.65% |
$38.8K - $47.5K
|
31.7K
$915K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.39K+ 1.58% |
$31.7K - $38.8K
|
89.2K
$2.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.37KNew |
$31.5K - $38.5K
|
1.37K
$39.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$30.6K - $37.5K
|
1.34K
$38.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.08K+ 10.17% |
$24.7K - $30.2K
|
11.7K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
885New |
$20.3K - $24.8K
|
885
$25.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
809+ 0.8% |
$18.5K - $22.7K
|
102K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
789New |
$18.1K - $22.1K
|
789
$22.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
570+ 1.86% |
$13.1K - $16K
|
31.1K
$900K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 1.48% |
$13.1K - $16K
|
39.2K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
532+ 4.8% |
$12.2K - $14.9K
|
11.6K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
482+ 0.33% |
$11K - $13.5K
|
144K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
470+ 2.26% |
$10.8K - $13.2K
|
21.2K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
352+ 2.67% |
$8.07K - $9.87K
|
13.5K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
335+ 1.64% |
$7.68K - $9.4K
|
20.7K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 44.49% |
$7.68K - $9.4K
|
1.09K
$31.4K
|