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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
190K+ 186.55% |
$5.23M - $15.8M
|
291K
$8.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.5KNew |
$290K - $873K
|
10.5K
$294K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.3K+ 201.93% |
$1.03M - $3.1M
|
55.8K
$1.56M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.9K+ 202.21% |
$769K - $2.32M
|
41.8K
$1.17M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
48.4KNew |
$1.33M - $4.02M
|
48.4K
$1.35M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
501New |
$13.8K - $41.6K
|
501
$14K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
114K+ 192.62% |
$3.14M - $9.46M
|
173K
$4.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
217KNew |
$5.98M - $18M
|
217K
$6.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.79KNew |
$49.4K - $149K
|
1.79K
$50.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.5K+ 200.0% |
$234K - $706K
|
12.7K
$356K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
241K+ 197.63% |
$6.65M - $20.1M
|
364K
$10.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
73.5KNew |
$2.02M - $6.1M
|
73.5K
$2.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.04K+ 199.94% |
$194K - $584K
|
10.6K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
19.2K+ 211.83% |
$528K - $1.59M
|
28.2K
$788K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
32.3KNew |
$889K - $2.68M
|
32.3K
$902K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
64.9K+ 200.0% |
$1.79M - $5.39M
|
97.4K
$2.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156K+ 171.32% |
$4.3M - $13M
|
247K
$6.9M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.04K+ 185.14% |
$166K - $502K
|
9.31K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
18.2K+ 196.75% |
$500K - $1.51M
|
27.4K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
188K+ 260.31% |
$5.16M - $15.6M
|
260K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.98K+ 200.0% |
$137K - $414K
|
7.47K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.62K+ 430.65% |
$155K - $467K
|
6.93K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.26M+ 303.64% |
$34.6M - $104M
|
1.67M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2K+ 238.84% |
$335K - $1.01M
|
17.3K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
467K+ 197.34% |
$12.9M - $38.8M
|
704K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
118K+ 180.66% |
$3.26M - $9.84M
|
184K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.8K+ 86.75% |
$1.81M - $5.46M
|
142K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 44.88% |
$421K - $1.27M
|
49.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.1K+ 75.0% |
$140K - $424K
|
11.9K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
134K+ 106.04% |
$3.69M - $11.1M
|
261K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 200.0% |
$1.49K - $4.48K
|
81
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
311K+ 210.2% |
$8.57M - $25.9M
|
459K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
373K+ 199.27% |
$10.3M - $31M
|
560K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.5K+ 319.55% |
$290K - $875K
|
13.8K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255New |
$7.02K - $21.2K
|
255
$7.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
842+ 180.3% |
$23.2K - $69.9K
|
1.31K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-3.35K- 21.67% |
$92.1K - $278K
|
12.1K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
640K+ 253.45% |
$17.6M - $53.2M
|
893K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
22.5K+ 200.0% |
$619K - $1.87M
|
33.7K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
7.55K+ 201.23% |
$208K - $627K
|
11.3K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
570K+ 650.19% |
$15.7M - $47.3M
|
657K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
130K+ 190.86% |
$3.59M - $10.8M
|
199K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
12.3K+ 205.93% |
$338K - $1.02M
|
18.2K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
20K+ 200.0% |
$551K - $1.66M
|
30K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.4K+ 157.66% |
$368K - $1.11M
|
21.8K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.1K+ 93.33% |
$307K - $924K
|
23.1K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
73.7K+ 169.16% |
$2.03M - $6.12M
|
117K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
38.1K+ 107.93% |
$1.05M - $3.16M
|
73.4K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.73KNew |
$47.6K - $143K
|
1.73K
$48.3K
|