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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-468- 4.57% |
$13.2K - $14.1K
|
9.78K
$285K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 0.23% |
$51.1K - $54.7K
|
783K
$22.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-7K- 2.15% |
$197K - $211K
|
319K
$9.3M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
85+ 0.16% |
$2.39K - $2.56K
|
52.6K
$1.53M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-896- 1.0% |
$25.2K - $27K
|
88.4K
$2.58M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.26K- 44.69% |
$204K - $219K
|
8.98K
$262K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
282+ 6.01% |
$7.94K - $8.5K
|
4.97K
$145K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.64K- 15.35% |
$46.3K - $49.5K
|
9.06K
$264K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.24KNew |
$232K - $248K
|
8.24K
$240K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 1.15% |
$31.3K - $33.5K
|
95.5K
$2.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 1.6% |
$600K - $643K
|
1.36M
$39.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.6K+ 6.3% |
$438K - $469K
|
263K
$7.66M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.01% |
$253 - $271
|
90.6K
$2.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.07K+ 0.84% |
$30.1K - $32.3K
|
128K
$3.73M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.54M- 2.56% |
$43.4M - $46.5M
|
58.8M
$1.71B
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.4KNew |
$350K - $374K
|
12.4K
$362K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.91K- 1.1% |
$138K - $148K
|
441K
$12.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.21K- 3.68% |
$34.1K - $36.5K
|
31.7K
$925K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17.7KNew |
$497K - $532K
|
17.7K
$515K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.14K+ 41.31% |
$88.3K - $94.5K
|
10.7K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-656- 6.86% |
$18.5K - $19.8K
|
8.91K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201K+ 1.96% |
$5.66M - $6.05M
|
10.5M
$305M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 32.62% |
$32.1K - $34.3K
|
4.63K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-10.7K- 1.92% |
$301K - $323K
|
546K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-254- 1.88% |
$7.15K - $7.65K
|
13.3K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-16.7K- 1.12% |
$469K - $502K
|
1.47M
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 1.59% |
$199K - $212K
|
450K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.2K- 8.45% |
$90.1K - $96.4K
|
34.7K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.49K+ 56.08% |
$126K - $135K
|
12.5K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 2.06% |
$31.9K - $34.1K
|
56.2K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 67.29% |
$6.65M - $7.12M
|
587K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-7.01K- 42.6% |
$197K - $211K
|
9.44K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
123+ 0.66% |
$3.46K - $3.71K
|
18.7K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
387+ 0.1% |
$10.9K - $11.7K
|
387K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.66K+ 0.69% |
$74.8K - $80.1K
|
389K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.9K+ 29.28% |
$448K - $480K
|
70.3K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
293K+ 1086.51% |
$8.24M - $8.82M
|
320K
$9.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.5K- 46.9% |
$1.34M - $1.43M
|
53.7K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-171K- 10.4% |
$4.82M - $5.15M
|
1.47M
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
556K+ 5.87% |
$15.6M - $16.7M
|
10M
$292M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-31.1K- 1.74% |
$874K - $936K
|
1.75M
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.86K- 13.68% |
$193K - $207K
|
43.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.5K+ 98.81% |
$493K - $527K
|
35.2K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92.3K+ 14.39% |
$2.6M - $2.78M
|
734K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.59K- 0.76% |
$73K - $78.2K
|
340K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-308- 1.48% |
$8.67K - $9.28K
|
20.5K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-606- 6.96% |
$17.1K - $18.3K
|
8.1K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
526+ 1.26% |
$14.8K - $15.8K
|
42.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89K+ 1.57% |
$222K - $238K
|
512K
$14.9M
|
|