Latest Institutional Purchases of Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Summit Trail Advisors, LLC

New York, NY
BUY
 -
40K
New
$918K - $1.12M
40K $1.17M
Aug 25, 2025 Q2 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
31.2K
New
$716K - $876K
31.2K $910K
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27.3K
+ 212.81%
$625K - $765K
40.1K $1.17M
Jul 16, 2025 Q2 2025
Tenret CO LLC

BUY
 -
25.5K
+ 267.73%
$585K - $716K
35K $1.02M
Aug 14, 2025 Q2 2025
Wfa Of San Diego, LLC

BUY
 -
21.8K
+ 160.19%
$499K - $611K
35.4K $1.03M
Jul 24, 2025 Q2 2025
Aurora Private Wealth, Inc.

BUY
 -
18.9K
+ 145.97%
$434K - $531K
31.9K $931K
Jul 31, 2025 Q2 2025
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
14.2K
New
$325K - $398K
14.2K $414K
Aug 14, 2025 Q2 2025
Engineers Gate Manager LP

New York, NY
BUY
 -
12.1K
+ 40.48%
$278K - $340K
42K $1.23M
Jul 23, 2025 Q2 2025
Rmg Wealth Management LLC

Platteville, WI
BUY
 -
10.8K
New
$247K - $302K
10.8K $314K
Jul 16, 2025 Q2 2025
Financial Designs Corp

Claremont, CA
BUY
 -
8.43K
New
$193K - $236K
8.43K $246K
Jul 21, 2025 Q2 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
8.06K
New
$185K - $226K
8.06K $235K
Aug 11, 2025 Q2 2025
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
7.51K
New
$172K - $211K
7.51K $219K
Jul 14, 2025 Q2 2025
Revisor Wealth Management LLC

Akron, OH
BUY
 -
7.51K
New
$172K - $211K
7.51K $219K
Jul 16, 2025 Q2 2025
Charles Schwab Trust CO

BUY
 -
7.43K
New
$170K - $208K
7.43K $217K
Jul 31, 2025 Q2 2025
Shaker Investments LLC

BUY
 -
7.39K
New
$169K - $207K
7.39K $215K
Aug 14, 2025 Q2 2025
Evercore Wealth Management, LLC

New York, NY
BUY
 -
7.34K
New
$168K - $206K
7.34K $214K
Jul 11, 2025 Q2 2025
Essex Savings Bank

BUY
 -
7.3K
New
$167K - $205K
7.3K $213K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
7.28K
New
$167K - $204K
7.28K $212K
Jul 22, 2025 Q2 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
7.24K
New
$166K - $203K
7.24K $211K
Aug 11, 2025 Q2 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
6.47K
New
$148K - $181K
6.47K $189K
Jul 22, 2025 Q2 2025
David Wealth Management LLC

Fairfax, VA
BUY
 -
4.98K
+ 44.83%
$114K - $140K
16.1K $469K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
4.1K
New
$93.9K - $115K
4.1K $120K
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
3.12K
New
$71.5K - $87.5K
3.12K $91K
Aug 04, 2025 Q2 2025
Rede Wealth, LLC

BUY
 -
3K
+ 9.12%
$68.8K - $84.2K
35.9K $1.05M
Aug 14, 2025 Q2 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2.53K
New
$58K - $71K
2.53K $73.8K
Jul 30, 2025 Q2 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
1.5K
New
$34.4K - $42.1K
1.5K $43.7K
Jul 07, 2025 Q2 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
1.37K
New
$31.5K - $38.5K
1.37K $40.1K
Jul 21, 2025 Q2 2025
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.34K
New
$30.6K - $37.5K
1.34K $39K
Aug 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.29K
New
$29.5K - $36.1K
1.29K $37.5K
Aug 12, 2025 Q2 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.19K
+ 351.63%
$27.2K - $33.2K
1.52K $44.4K
Jul 16, 2025 Q2 2025
Xy Planning Network, Inc.

Bozeman, MT
BUY
 -
1.08K
+ 10.17%
$24.7K - $30.2K
11.7K $340K
Jul 24, 2025 Q2 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
963
+ 2.59%
$22.1K - $27K
38.1K $1.11M
Jul 23, 2025 Q2 2025
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
789
New
$18.1K - $22.1K
789 $23K
Jul 28, 2025 Q2 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
763
New
$17.5K - $21.4K
763 $22.2K
Aug 07, 2025 Q2 2025
Central Trust CO

Jefferson City, MO
BUY
 -
725
New
$16.6K - $20.3K
725 $21.1K
Jul 29, 2025 Q2 2025
Angeles Wealth Management, LLC

BUY
 -
559
New
$12.8K - $15.7K
559 $16.3K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
519
+ 54.06%
$11.9K - $14.6K
1.48K $43.1K
Jul 24, 2025 Q2 2025
Von Berge Wealth Management Group, LLC

BUY
 -
395
+ 0.34%
$9.05K - $11.1K
117K $3.41M
Aug 06, 2025 Q2 2025
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
384
New
$8.8K - $10.8K
384 $11.2K
Jul 24, 2025 Q2 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
343
+ 12.2%
$7.86K - $9.62K
3.16K $92K
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
300
New
$6.88K - $8.42K
300 $8.75K
Aug 01, 2025 Q2 2025
Quaker Wealth Management, LLC

BUY
 -
171
New
$3.92K - $4.8K
171 $4.99K
Jul 16, 2025 Q2 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
155
+ 3.79%
$3.55K - $4.35K
4.25K $124K
Jul 09, 2025 Q2 2025
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
145
New
$3.32K - $4.07K
145 $4.23K
Aug 06, 2025 Q2 2025
Cypress Capital Management LLC (Wy)

BUY
 -
141
New
$3.23K - $3.96K
141 $4.11K
Jul 30, 2025 Q2 2025
Old Point Trust & Financial Services N A

BUY
 -
126
New
$2.89K - $3.53K
126 $3.67K
Jul 17, 2025 Q2 2025
Oakworth Capital, Inc.

BUY
 -
84
+ 3.62%
$1.93K - $2.36K
2.41K $70.2K
Aug 05, 2025 Q2 2025
Key F Inancial Inc

BUY
 -
75
+ 1.55%
$1.72K - $2.1K
4.91K $143K
Jul 14, 2025 Q2 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
73
New
$1.67K - $2.05K
73 $2.13K

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