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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
772+ 23.66% |
$19.7K - $22.6K
|
4.04K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
702+ 16.92% |
$18K - $20.5K
|
4.85K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
666+ 2.46% |
$17K - $19.5K
|
27.8K
$803K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606New |
$15.5K - $17.7K
|
606
$17.5K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
582+ 1.8% |
$14.9K - $17K
|
32.9K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558+ 1.34% |
$14.3K - $16.3K
|
42.1K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
556+ 1.41% |
$14.2K - $16.3K
|
40.1K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
518+ 1.05% |
$13.3K - $15.1K
|
49.7K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
517+ 21.02% |
$13.2K - $15.1K
|
2.98K
$86K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
456New |
$11.7K - $13.3K
|
456
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
398+ 0.29% |
$10.2K - $11.6K
|
135K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
386+ 1.06% |
$9.87K - $11.3K
|
36.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
372+ 0.45% |
$9.52K - $10.9K
|
83.5K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
353+ 1.63% |
$9.03K - $10.3K
|
22K
$635K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
345+ 1.37% |
$8.83K - $10.1K
|
25.5K
$736K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
336+ 0.71% |
$8.59K - $9.82K
|
47.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
332+ 1.29% |
$8.49K - $9.71K
|
26.1K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
307+ 3.07% |
$7.85K - $8.98K
|
10.3K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
302+ 0.94% |
$7.73K - $8.83K
|
32.5K
$940K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
285+ 2.24% |
$7.29K - $8.33K
|
13K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
266+ 3.84% |
$6.8K - $7.78K
|
7.19K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
232+ 1.01% |
$5.93K - $6.78K
|
23.2K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
197+ 0.42% |
$5.04K - $5.76K
|
47K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
189+ 1.65% |
$4.83K - $5.53K
|
11.6K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
187+ 1.74% |
$4.78K - $5.47K
|
10.9K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
186+ 1.24% |
$4.76K - $5.44K
|
15.2K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
185+ 0.48% |
$4.73K - $5.41K
|
38.9K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
178+ 0.57% |
$4.55K - $5.2K
|
31.6K
$914K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
171New |
$4.37K - $5K
|
171
$4.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
168New |
$4.3K - $4.91K
|
168
$4.86K
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
162+ 0.3% |
$4.14K - $4.74K
|
53.9K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
160New |
$4.09K - $4.68K
|
160
$4.62K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
157+ 0.59% |
$4.02K - $4.59K
|
26.6K
$770K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
156+ 2.05% |
$3.99K - $4.56K
|
7.77K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
151+ 1.46% |
$3.86K - $4.42K
|
10.5K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
146+ 0.18% |
$3.73K - $4.27K
|
79.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
134+ 0.74% |
$3.43K - $3.92K
|
18.3K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
129+ 0.31% |
$3.3K - $3.77K
|
41.1K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
127+ 0.55% |
$3.25K - $3.71K
|
23.2K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
125+ 0.34% |
$3.2K - $3.66K
|
37.3K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
123New |
$3.15K - $3.6K
|
123
$3.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 0.98% |
$2.89K - $3.3K
|
11.7K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
108New |
$2.76K - $3.16K
|
108
$3.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.19% |
$2.74K - $3.13K
|
56.3K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
105New |
$2.69K - $3.07K
|
105
$3.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
105+ 0.19% |
$2.69K - $3.07K
|
55.9K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
104+ 0.1% |
$2.66K - $3.04K
|
101K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$2.61K - $2.98K
|
102
$2.95K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
74+ 0.25% |
$1.89K - $2.16K
|
29.4K
$850K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
72+ 28.92% |
$1.84K - $2.11K
|
321
$9.28K
|