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 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
66.9K+ 27.97% |
$1.93M - $2.02M
|
306K
$8.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
29+ 0.13% |
$838 - $875
|
21.7K
$634K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.41K- 31.3% |
$185K - $193K
|
14.1K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$145 - $151
|
47K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-73- 1.01% |
$2.11K - $2.2K
|
7.13K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
494+ 0.72% |
$14.3K - $14.9K
|
69.3K
$2.02M
|
|
|
Jan 20, 2026
Q4 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-214- 0.05% |
$6.18K - $6.46K
|
432K
$12.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.03K+ 5.19% |
$261K - $272K
|
183K
$5.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.09K+ 21.3% |
$31.4K - $32.8K
|
6.2K
$181K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.56% |
$10.2K - $10.6K
|
22.9K
$667K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.09K+ 24.47% |
$176K - $184K
|
31K
$904K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.12K+ 2.72% |
$61.4K - $64.1K
|
80.3K
$2.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
100+ 0.27% |
$2.89K - $3.02K
|
37.6K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-648- 3.11% |
$18.7K - $19.6K
|
20.2K
$588K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-730- 1.91% |
$21.1K - $22K
|
37.5K
$1.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-201- 0.8% |
$5.81K - $6.06K
|
24.9K
$726K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-119- 0.35% |
$3.44K - $3.59K
|
34.3K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Payne Capital LLC
Lake Oswego, OR |
SELL
|
- |
-3.22K- 11.36% |
$93.2K - $97.3K
|
25.2K
$734K
|
|
|
Jan 20, 2026
Q4 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
44.2K+ 19.65% |
$1.28M - $1.33M
|
269K
$7.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 1.27% |
$39.7K - $41.5K
|
107K
$3.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-154- 0.23% |
$4.45K - $4.65K
|
66.7K
$1.95M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.16K+ 14.06% |
$62.4K - $65.2K
|
17.5K
$511K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.74K- 6.92% |
$108K - $113K
|
50.3K
$1.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.15K+ 1.15% |
$207K - $216K
|
627K
$18.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.03K+ 1.93% |
$29.9K - $31.2K
|
54.7K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
648+ 2.47% |
$18.7K - $19.6K
|
26.9K
$785K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
77+ 0.1% |
$2.23K - $2.32K
|
74.5K
$2.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 8.46% |
$29.6K - $30.9K
|
13.1K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-470- 2.43% |
$13.6K - $14.2K
|
18.9K
$550K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
74.2KNew |
$2.14M - $2.24M
|
74.2K
$2.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 0.03% |
$607 - $634
|
60K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-879- 2.18% |
$25.4K - $26.5K
|
39.5K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.19% |
$1.3K - $1.36K
|
24.2K
$705K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
643+ 0.73% |
$18.6K - $19.4K
|
88.2K
$2.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.02K+ 96.02% |
$232K - $242K
|
16.4K
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-293- 0.22% |
$8.47K - $8.84K
|
134K
$3.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14.3K+ 3.58% |
$412K - $430K
|
412K
$12M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
740KNew |
$21.4M - $22.3M
|
740K
$21.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
19.1K+ 3.0% |
$552K - $577K
|
657K
$19.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.64K+ 2.22% |
$221K - $231K
|
352K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
12New |
$347 - $362
|
12
$350
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
38.4KNew |
$1.11M - $1.16M
|
38.4K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.5K+ 17.8% |
$1.06M - $1.1M
|
242K
$7.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10.7K+ 6.09% |
$309K - $322K
|
186K
$5.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.64K+ 0.86% |
$76.2K - $79.5K
|
307K
$8.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.8K- 2.38% |
$139K - $145K
|
197K
$5.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
52+ 0.44% |
$1.5K - $1.57K
|
12K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-573- 0.93% |
$16.6K - $17.3K
|
61.3K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
391+ 1.06% |
$11.3K - $11.8K
|
37.4K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
212+ 0.62% |
$6.13K - $6.4K
|
34.1K
$996K
|
|