Latest Institutional Transactions on Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.92K+ 2.2% |
$49.1K - $56.2K
|
89.3K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
611New |
$15.6K - $17.9K
|
611
$15K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-18K- 14.19% |
$462K - $528K
|
109K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-775- 0.37% |
$19.8K - $22.7K
|
210K
$5.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
867+ 2.53% |
$22.2K - $25.4K
|
35.1K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.49K+ 71.33% |
$38.1K - $43.5K
|
3.57K
$87.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $117
|
11.7K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.32% |
$128 - $146
|
1.58K
$38.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-649- 7.64% |
$16.6K - $19K
|
7.85K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-452- 1.94% |
$11.6K - $13.2K
|
22.8K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
458+ 0.09% |
$11.7K - $13.4K
|
483K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$71K - $81.2K
|
355K
$8.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-2.07K- 4.11% |
$53K - $60.5K
|
48.2K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
236+ 0.17% |
$6.04K - $6.9K
|
138K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.16K+ 96.54% |
$234K - $268K
|
18.6K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
301+ 0.74% |
$7.7K - $8.8K
|
40.8K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.86K- 3.86% |
$47.5K - $54.3K
|
46.2K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.35K- 21.8% |
$34.4K - $39.3K
|
4.83K
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
127+ 0.43% |
$3.25K - $3.71K
|
30K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
828+ 3.94% |
$21.2K - $24.2K
|
21.9K
$536K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 0.26% |
$1.33K - $1.52K
|
20K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.18K+ 16.99% |
$107K - $122K
|
28.8K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-308- 0.59% |
$7.88K - $9.01K
|
52.2K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.1K- 7.82% |
$156K - $178K
|
71.9K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
217+ 1.99% |
$5.55K - $6.35K
|
11.1K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-29.9K- 11.46% |
$766K - $875K
|
231K
$5.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.23K+ 71.88% |
$159K - $182K
|
14.9K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.04K+ 3.27% |
$26.6K - $30.4K
|
32.8K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 1.72% |
$137K - $157K
|
316K
$7.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-186K- 3.05% |
$4.75M - $5.43M
|
5.9M
$145M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.6K+ 28.53% |
$374K - $428K
|
65.9K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-552- 0.43% |
$14.1K - $16.1K
|
127K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-7.72K- 4.67% |
$197K - $226K
|
158K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.1K+ 3.2% |
$130K - $149K
|
165K
$4.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.3% |
$1.84K - $2.11K
|
24.4K
$599K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
143K+ 170.87% |
$3.67M - $4.19M
|
227K
$5.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
299+ 0.13% |
$7.65K - $8.74K
|
236K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17.6K- 14.27% |
$451K - $515K
|
106K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.24K- 1.07% |
$185K - $212K
|
667K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-48.4K- 7.22% |
$1.24M - $1.42M
|
622K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-72- 0.65% |
$1.84K - $2.11K
|
11.1K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15.7K+ 5.4% |
$402K - $460K
|
307K
$7.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-18- 0.83% |
$460 - $526
|
2.15K
$52.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.02K- 10.41% |
$128K - $147K
|
43.1K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.4K+ 2.69% |
$35.7K - $40.8K
|
53.2K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 3.31% |
$5.96K - $6.81K
|
7.27K
$178K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.31K- 5.9% |
$136K - $155K
|
84.7K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
73+ 0.62% |
$1.87K - $2.13K
|
11.8K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.42K- 4.62% |
$113K - $129K
|
91.3K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-345- 0.62% |
$8.83K - $10.1K
|
54.9K
$1.35M
|