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 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
301+ 4.14% |
$6.9K - $8.44K
|
7.57K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
265+ 5.49% |
$6.07K - $7.43K
|
5.09K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
192+ 0.36% |
$4.4K - $5.39K
|
53.3K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
165+ 0.89% |
$3.78K - $4.63K
|
18.6K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 3.79% |
$3.55K - $4.35K
|
4.25K
$123K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
145New |
$3.32K - $4.07K
|
145
$4.19K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
125+ 1.06% |
$2.87K - $3.51K
|
11.9K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
120+ 0.48% |
$2.75K - $3.37K
|
24.9K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
119+ 0.66% |
$2.73K - $3.34K
|
18.1K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
112+ 1.45% |
$2.57K - $3.14K
|
7.85K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
84+ 3.62% |
$1.93K - $2.36K
|
2.41K
$69.5K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
80+ 0.17% |
$1.83K - $2.24K
|
46.3K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
74+ 0.68% |
$1.7K - $2.08K
|
10.9K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73New |
$1.67K - $2.05K
|
73
$2.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44+ 7.2% |
$1.01K - $1.23K
|
655
$18.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
43+ 0.36% |
$986 - $1.21K
|
11.9K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
37+ 0.28% |
$848 - $1.04K
|
13.1K
$378K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 0.37% |
$504 - $617
|
6.01K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17+ 0.08% |
$390 - $477
|
20.9K
$605K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
14New |
$321 - $393
|
14
$405
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.04% |
$298 - $365
|
36.1K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$275 - $337
|
12K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
8+ 0.05% |
$183 - $224
|
17.1K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.02% |
$160 - $196
|
46.2K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.01% |
$160 - $196
|
61.7K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$160 - $196
|
26.3K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
6+ 0.05% |
$138 - $168
|
12.1K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.32% |
$115 - $140
|
1.59K
$45.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
5+ 0.04% |
$115 - $140
|
12.9K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.04% |
$115 - $140
|
11.7K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.01% |
$68.8 - $84.2
|
28.1K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.31% |
$45.8 - $56.1
|
638
$18.4K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.32M+ 83.35% |
$84.9M - $97M
|
7.3M
$211M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38M+ 18.5% |
$35.4M - $40.5M
|
8.87M
$256M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.35M+ 293.1% |
$34.4M - $39.4M
|
1.81M
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
980K+ 287.36% |
$25.1M - $28.7M
|
1.32M
$38.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
806K+ 18.57% |
$20.6M - $23.6M
|
5.15M
$149M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
627K+ 60.74% |
$16M - $18.3M
|
1.66M
$47.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617K+ 8.13% |
$15.8M - $18M
|
8.2M
$237M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
529K+ 50.08% |
$13.5M - $15.5M
|
1.58M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
324K+ 1.13% |
$8.29M - $9.48M
|
28.9M
$836M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194K+ 2.89% |
$4.96M - $5.67M
|
6.91M
$200M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
178K+ 59.74% |
$4.55M - $5.2M
|
475K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
173K+ 105.73% |
$4.43M - $5.06M
|
337K
$9.73M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
164K+ 99.4% |
$4.2M - $4.8M
|
330K
$9.53M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 16.59% |
$3.79M - $4.33M
|
1.04M
$30.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
143K+ 170.87% |
$3.67M - $4.19M
|
227K
$6.57M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
134K+ 12.05% |
$3.42M - $3.91M
|
1.24M
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
134KNew |
$3.42M - $3.9M
|
134K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
102K+ 44.23% |
$2.62M - $2.99M
|
334K
$9.64M
|
|