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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
996K+ 215.34% |
$27.4M - $82.7M
|
1.46M
$42.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
2.12K+ 96.93% |
$58.3K - $176K
|
4.3K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
544K+ 763.02% |
$15M - $45.2M
|
615K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 198.66% |
$340K - $1.03M
|
18.6K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
243K+ 208.38% |
$6.69M - $20.2M
|
360K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
314K+ 206.95% |
$8.66M - $26.1M
|
466K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25.2K+ 229.94% |
$695K - $2.1M
|
36.2K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
280K+ 224.93% |
$7.71M - $23.2M
|
404K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
68.9K+ 420.18% |
$1.9M - $5.72M
|
85.3K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
33.3K+ 282.94% |
$916K - $2.76M
|
45K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103+ 201.96% |
$2.84K - $8.55K
|
154
$4.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.3K+ 198.73% |
$670K - $2.02M
|
36.6K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.43K+ 199.78% |
$150K - $451K
|
8.15K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.41K+ 201.08% |
$149K - $449K
|
8.1K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
343K+ 198.39% |
$9.45M - $28.5M
|
516K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.21K+ 200.0% |
$171K - $516K
|
9.32K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
111K+ 187.47% |
$3.06M - $9.23M
|
170K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
453New |
$12.5K - $37.6K
|
453
$13.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.2K+ 220.1% |
$364K - $1.1M
|
19.2K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
31.9K+ 204.71% |
$880K - $2.65M
|
47.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21K+ 200.65% |
$578K - $1.74M
|
31.4K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
38.3K+ 205.08% |
$1.05M - $3.18M
|
56.9K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.22K+ 200.0% |
$33.5K - $101K
|
1.82K
$53.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
110K+ 233.15% |
$3.02M - $9.11M
|
157K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.48K+ 186.91% |
$151K - $455K
|
8.42K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
13K+ 197.43% |
$359K - $1.08M
|
19.6K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$2.09K - $6.31K
|
76
$2.22K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 198.25% |
$212K - $639K
|
11.6K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
6.52K+ 205.68% |
$180K - $542K
|
9.69K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
556K+ 201.18% |
$15.3M - $46.1M
|
832K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
97.3K+ 198.47% |
$2.68M - $8.08M
|
146K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.04K+ 200.0% |
$56.2K - $169K
|
3.06K
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.8K+ 201.3% |
$517K - $1.56M
|
28.1K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
516K+ 197.11% |
$14.2M - $42.8M
|
777K
$22.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257K+ 176.1% |
$7.07M - $21.3M
|
402K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.7K+ 201.23% |
$323K - $975K
|
17.6K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
107K+ 204.23% |
$2.95M - $8.9M
|
160K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
428KNew |
$11.8M - $35.5M
|
428K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21K+ 367.46% |
$578K - $1.74M
|
26.7K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
92.9K+ 198.69% |
$2.56M - $7.72M
|
140K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
215K+ 201.31% |
$5.93M - $17.9M
|
322K
$9.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.9KNew |
$575K - $1.73M
|
20.9K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.6K+ 6.26% |
$1.06M - $3.2M
|
654K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.7K+ 204.68% |
$433K - $1.3M
|
23.4K
$682K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.5K+ 201.11% |
$290K - $875K
|
15.8K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
36.7KNew |
$1.01M - $3.05M
|
36.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.93K+ 200.0% |
$53K - $160K
|
2.89K
$84.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.86K+ 199.37% |
$216K - $652K
|
11.8K
$344K
|