Schwab Strategic U.S. Mid Cap SCHM

SCHM Quotes by TradingView
Institutional shares held 284 Million
15K calls
1.1K puts
Total value of holdings $7.27B
$383K calls
$28K puts
# of Institutions 1,002

Quarterly Institutional Activity in SCHM

Shares Bought
Shares Sold
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Top Institutions Holding SCHM

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Latest Institutional Activity in SCHM

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 11.3M ($289M)
11M Shares purchased
3543.19% Added
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 924K ($23.6M)
924K Shares purchased
New Holding
Q1 2025
Cerity Partners LLC Shares Held: 6.91M ($177M)
194K Shares purchased
2.89% Added
Q1 2025
Silver Oak Securities, Inc Shares Held: 191K ($4.88M)
191K Shares purchased
New Holding
Q1 2025
Victrix Investment Advisors Shares Held: 186K ($4.77M)
186K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 3.98M ($102M)
1.74M Shares sold
30.37% Reduced
Q1 2025
Rkl Wealth Management LLC Shares Held: 900K ($23M)
570K Shares sold
38.78% Reduced
Q1 2025
Fragasso Group Inc. Shares Held: 3M ($76.7M)
344K Shares sold
10.29% Reduced
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 831K ($21.3M)
203K Shares sold
19.62% Reduced
Q1 2025
Ewg Elevate Inc. Shares Held: 32.5K ($831K)
196K Shares sold
85.76% Reduced
View All Sellers

About SCHM

SCHM Chart by TradingView
SCHM Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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