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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128New |
$8.07K - $9.72K
|
128
$3.58K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
80+ 1.94% |
$5.04K - $6.08K
|
4.21K
$118K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$2.9K - $3.49K
|
46
$1.29K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
11+ 0.34% |
$693 - $835
|
3.29K
$91.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.55% |
$252 - $304
|
732
$20.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$189 - $228
|
3
$83.9
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.42% |
$63 - $76
|
240
$6.72K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 1.72% |
$63 - $76
|
59
$1.65K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
191KNew |
$12.7M - $14.1M
|
191K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.4KNew |
$1.16M - $1.29M
|
17.4K
$488K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
13.5KNew |
$902K - $1M
|
13.5K
$378K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4KNew |
$758K - $840K
|
11.4K
$318K
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$75.4K - $83.6K
|
1.13K
$31.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.01K+ 7.23% |
$67.1K - $74.3K
|
14.9K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
510New |
$34K - $37.7K
|
510
$14.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 1285.71% |
$30K - $33.3K
|
485
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
411New |
$27.4K - $30.4K
|
411
$11.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
335+ 9.93% |
$22.4K - $24.8K
|
3.71K
$104K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
172New |
$11.5K - $12.7K
|
172
$4.81K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
163+ 189.53% |
$10.9K - $12.1K
|
249
$6.97K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
58New |
$3.87K - $4.29K
|
58
$1.62K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$134 - $148
|
2
$56
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
163KNew |
$10.6M - $11.5M
|
163K
$4.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42.7KNew |
$2.79M - $3.03M
|
42.7K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
27.8K+ 3.33% |
$1.82M - $1.98M
|
862K
$24.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.46M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.47KNew |
$226K - $246K
|
3.47K
$97K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.13KNew |
$204K - $222K
|
3.13K
$87.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.94KNew |
$192K - $209K
|
2.94K
$82.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.36K+ 1.31% |
$88.7K - $96.5K
|
105K
$2.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
958New |
$62.5K - $68K
|
958
$26.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
715+ 0.28% |
$46.7K - $50.8K
|
252K
$7.05M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
293+ 6.03% |
$19.1K - $20.8K
|
5.15K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
200+ 2.59% |
$13.1K - $14.2K
|
7.92K
$222K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
132+ 24.54% |
$8.62K - $9.38K
|
670
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
127New |
$8.29K - $9.02K
|
127
$3.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
115New |
$7.51K - $8.17K
|
115
$3.22K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42New |
$2.74K - $2.98K
|
42
$1.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$1.18K - $1.28K
|
18
$504
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8+ 0.06% |
$522 - $568
|
12.3K
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.55% |
$261 - $284
|
737
$20.6K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48.8KNew |
$3.13M - $3.61M
|
48.8K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.3KNew |
$1.5M - $1.73M
|
23.3K
$653K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
13.6K+ 54.21% |
$876K - $1.01M
|
38.8K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.12KNew |
$265K - $304K
|
4.12K
$115K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.33KNew |
$214K - $246K
|
3.33K
$93.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.99KNew |
$192K - $221K
|
2.99K
$83.5K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.98KNew |
$191K - $220K
|
2.98K
$83.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$146K - $168K
|
2.28K
$63.7K
|
|