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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51New |
$3.86K - $4.14K
|
51
$1.43K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.78K - $4.06K
|
50
$1.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.42K - $2.6K
|
32
$895
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 26.92% |
$530 - $568
|
33
$923
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$9.95M - $11.1M
|
137K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
28KNew |
$2.04M - $2.28M
|
28K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4K+ 368.22% |
$1.99M - $2.23M
|
34.8K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21K+ 70.89% |
$1.53M - $1.71M
|
50.6K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.6KNew |
$1.43M - $1.6M
|
19.6K
$548K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.5K+ 437.14% |
$1.06M - $1.18M
|
17.8K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14K+ 24.03% |
$1.02M - $1.14M
|
72.3K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$862K - $963K
|
11.8K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.6K+ 2.2% |
$408K - $456K
|
259K
$7.26M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.5KNew |
$328K - $366K
|
4.5K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3KNew |
$218K - $244K
|
3K
$83.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.7KNew |
$197K - $220K
|
2.7K
$75.5K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$190K - $212K
|
2.61K
$72.9K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.54KNew |
$185K - $207K
|
2.54K
$71.2K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.5KNew |
$182K - $203K
|
2.5K
$69.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
651New |
$47.5K - $53K
|
651
$18.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
451+ 2.46% |
$32.9K - $36.7K
|
18.8K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
390+ 3900.0% |
$28.4K - $31.8K
|
400
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 3200.0% |
$11.7K - $13K
|
165
$4.62K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
152New |
$11.1K - $12.4K
|
152
$4.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
136New |
$9.91K - $11.1K
|
136
$3.81K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
128New |
$9.33K - $10.4K
|
128
$3.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.92% |
$5.98K - $6.68K
|
2.89K
$80.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 35.64% |
$4.88K - $5.46K
|
255
$7.13K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.46K - $1.63K
|
20
$560
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.22% |
$146 - $163
|
920
$25.7K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
171KNew |
$10.8M - $13M
|
171K
$4.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 7.13% |
$1.38M - $1.67M
|
330K
$9.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
15.9K+ 271.19% |
$1M - $1.21M
|
21.8K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.53K+ 5.09% |
$601K - $724K
|
197K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
5.23KNew |
$330K - $398K
|
5.23K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.34KNew |
$273K - $329K
|
4.34K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.61K+ 33.02% |
$228K - $274K
|
14.6K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$214K - $259K
|
3.4K
$95.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.38KNew |
$213K - $257K
|
3.38K
$94.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.86KNew |
$180K - $217K
|
2.86K
$80.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 9.17% |
$180K - $217K
|
34K
$951K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.74KNew |
$173K - $208K
|
2.74K
$76.8K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.68KNew |
$169K - $203K
|
2.68K
$74.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.39K+ 31.37% |
$87.5K - $105K
|
5.82K
$163K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.29K+ 6.87% |
$81.4K - $98.1K
|
20.1K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.14K+ 13.29% |
$72K - $86.7K
|
9.73K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
421New |
$26.5K - $32K
|
421
$11.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$5.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$5.6K
|
|