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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
87.2KNew |
$2.23M - $2.55M
|
87.2K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.4K+ 97.14% |
$1.98M - $2.26M
|
157K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72.7K+ 11.11% |
$1.86M - $2.12M
|
727K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
55.6KNew |
$1.42M - $1.62M
|
55.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
55.3K+ 22.71% |
$1.42M - $1.62M
|
299K
$8.64M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
51.5K+ 9.04% |
$1.32M - $1.5M
|
620K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48.8K+ 94.16% |
$1.25M - $1.43M
|
101K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 9.49% |
$1.09M - $1.24M
|
490K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
41K+ 93.27% |
$1.05M - $1.2M
|
84.9K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
40.8KNew |
$1.04M - $1.19M
|
40.8K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
40.7KNew |
$1.04M - $1.19M
|
40.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38.4K+ 13.35% |
$983K - $1.12M
|
326K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
35.9K+ 5.84% |
$919K - $1.05M
|
651K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
35.7KNew |
$913K - $1.04M
|
35.7K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.5K+ 95.65% |
$908K - $1.04M
|
72.6K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
35.3K+ 46.75% |
$904K - $1.03M
|
111K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34.9K+ 27.78% |
$893K - $1.02M
|
161K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.9K+ 53.88% |
$867K - $991K
|
96.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 16.48% |
$834K - $953K
|
230K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
32.5KNew |
$831K - $949K
|
32.5K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.6K+ 4.8% |
$807K - $923K
|
689K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
31.5K+ 5.05% |
$805K - $920K
|
655K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31.4K+ 5.57% |
$802K - $917K
|
594K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$760K - $869K
|
29.7K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 4.27% |
$731K - $835K
|
697K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27.2K+ 13.69% |
$695K - $794K
|
225K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 1.23% |
$677K - $774K
|
2.19M
$63.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
24.5KNew |
$627K - $717K
|
24.5K
$709K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.8K+ 3.69% |
$608K - $695K
|
669K
$19.3M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
21.6KNew |
$553K - $632K
|
21.6K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 3.66% |
$499K - $570K
|
553K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 4.66% |
$483K - $552K
|
425K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
18.9K+ 19.38% |
$483K - $552K
|
116K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 1.14% |
$476K - $544K
|
1.65M
$47.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.4K+ 6.86% |
$471K - $538K
|
287K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.1K+ 4.96% |
$464K - $530K
|
384K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17.5K+ 14.91% |
$447K - $511K
|
135K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.5K+ 16.59% |
$447K - $511K
|
123K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.3K+ 544.53% |
$417K - $477K
|
19.3K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15.7K+ 5.4% |
$402K - $460K
|
307K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 4.3% |
$401K - $458K
|
381K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.01% |
$401K - $458K
|
276K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15.4K+ 13.87% |
$393K - $449K
|
126K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
15.1K+ 3.62% |
$387K - $443K
|
433K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 10.26% |
$379K - $433K
|
159K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.6K+ 28.53% |
$374K - $428K
|
65.9K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 7.4% |
$340K - $389K
|
193K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13K+ 130.45% |
$333K - $380K
|
23K
$664K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 146.92% |
$324K - $370K
|
21.3K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 54.08% |
$319K - $365K
|
35.5K
$1.03M
|