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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.43K+ 355.46% |
$113K - $130K
|
5.68K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.2K+ 381.82% |
$107K - $123K
|
5.3K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.78K+ 23.02% |
$96.7K - $111K
|
20.2K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.7K+ 647.46% |
$94.6K - $108K
|
4.27K
$123K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.61K+ 38.11% |
$92.2K - $105K
|
13.1K
$378K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.36K+ 0.92% |
$85.8K - $98.1K
|
367K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.36K+ 5.27% |
$85.8K - $98.1K
|
67.1K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.31K+ 0.95% |
$84.7K - $96.8K
|
353K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.17K+ 0.61% |
$81.2K - $92.8K
|
522K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.05KNew |
$78K - $89.1K
|
3.05K
$88.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3K+ 13.75% |
$76.8K - $87.8K
|
24.8K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$76.7K - $87.7K
|
3K
$86.7K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2.92K+ 20.76% |
$74.6K - $85.3K
|
17K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.84K+ 3.21% |
$72.7K - $83.1K
|
91.4K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.78K+ 32.98% |
$71K - $81.1K
|
11.2K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 4.56% |
$70.3K - $80.4K
|
63K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.66K+ 0.74% |
$68.1K - $77.9K
|
362K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65K+ 2.13% |
$67.7K - $77.4K
|
127K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 43.33% |
$66.8K - $76.3K
|
8.63K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.58K+ 0.92% |
$65.9K - $75.4K
|
282K
$8.16M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 17.72% |
$65.1K - $74.4K
|
16.9K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 27.5% |
$65K - $74.3K
|
11.8K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.32K+ 0.88% |
$59.2K - $67.7K
|
266K
$7.68M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 8.14% |
$57.8K - $66.1K
|
30K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.25K+ 9.35% |
$57.6K - $65.8K
|
26.3K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 0.28% |
$54.8K - $62.7K
|
772K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.01K+ 467.05% |
$51.5K - $58.9K
|
2.44K
$70.6K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.01K+ 1.21% |
$51.4K - $58.7K
|
168K
$4.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.94K+ 8.08% |
$49.5K - $56.6K
|
25.9K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.87K+ 2.36% |
$47.7K - $54.6K
|
80.9K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.8K+ 0.89% |
$45.9K - $52.5K
|
204K
$5.89M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.71K+ 4.97% |
$43.7K - $50K
|
36.1K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.41K+ 1.34% |
$36K - $41.2K
|
106K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.3K+ 11.67% |
$33.2K - $37.9K
|
12.4K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 5.0% |
$32.5K - $37.1K
|
26.7K
$771K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.24% |
$31.6K - $36.2K
|
101K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.23K+ 9.05% |
$31.6K - $36.1K
|
14.9K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 18.56% |
$31.6K - $36.1K
|
7.88K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.2K+ 2.68% |
$30.7K - $35.1K
|
46K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.18K+ 10.2% |
$30.2K - $34.5K
|
12.8K
$369K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.66% |
$30K - $34.3K
|
178K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.17K+ 3.28% |
$30K - $34.2K
|
36.8K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 6.96% |
$29.9K - $34.2K
|
17.9K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.12K+ 0.81% |
$28.7K - $32.8K
|
139K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 0.94% |
$27.7K - $31.6K
|
116K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.17% |
$27.1K - $31K
|
91.5K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
931+ 0.97% |
$23.8K - $27.2K
|
97K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
910+ 2.48% |
$23.3K - $26.6K
|
37.6K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
882New |
$22.6K - $25.8K
|
882
$25.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
867+ 2.53% |
$22.2K - $25.4K
|
35.1K
$1.02M
|