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 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
7+ 0.01% |
$202 - $211
|
137K
$3.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.6K- 9.82% |
$75.1K - $78.4K
|
23.9K
$696K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.29K- 13.05% |
$211K - $220K
|
48.6K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-76- 1.04% |
$2.2K - $2.29K
|
7.2K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
93+ 0.02% |
$2.69K - $2.81K
|
479K
$14M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.52K- 0.55% |
$72.8K - $76K
|
452K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.88K- 2.73% |
$83.3K - $87K
|
103K
$3M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.48K- 1.95% |
$245K - $256K
|
427K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.65K- 1.74% |
$192K - $201K
|
376K
$11M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
30.5KNew |
$881K - $920K
|
30.5K
$889K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
159+ 1.69% |
$4.6K - $4.8K
|
9.6K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-922- 1.64% |
$26.6K - $27.8K
|
55.2K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-464- 3.54% |
$13.4K - $14K
|
12.6K
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
156+ 0.77% |
$4.51K - $4.71K
|
20.4K
$595K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.36K- 0.67% |
$97.1K - $101K
|
498K
$14.5M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-802- 2.75% |
$23.2K - $24.2K
|
28.3K
$826K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.42K- 4.01% |
$98.7K - $103K
|
81.7K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.54K- 1.7% |
$44.6K - $46.6K
|
89K
$2.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.82K- 12.71% |
$52.7K - $55K
|
12.5K
$365K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.69K- 1.64% |
$48.8K - $50.9K
|
101K
$2.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-133- 1.67% |
$3.84K - $4.01K
|
7.84K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
443+ 0.07% |
$12.8K - $13.4K
|
635K
$18.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.52% |
$7.2K - $7.51K
|
9.62K
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-256- 0.84% |
$7.4K - $7.72K
|
30.3K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 0.27% |
$444K - $463K
|
5.75M
$168M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-726- 2.75% |
$21K - $21.9K
|
25.7K
$750K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-34- 0.3% |
$983 - $1.03K
|
11.4K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.42% |
$867 - $905
|
7.11K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.62K- 5.44% |
$134K - $139K
|
80.4K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 7.43% |
$177K - $184K
|
76.2K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.4K+ 58.56% |
$243K - $254K
|
22.8K
$663K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.08% |
$5.14K - $5.37K
|
234K
$6.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-267K- 28.58% |
$7.7M - $8.04M
|
666K
$19.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
115+ 1.66% |
$3.32K - $3.47K
|
7.05K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.47K- 6.84% |
$71.4K - $74.5K
|
33.6K
$980K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
64.9KNew |
$1.88M - $1.96M
|
64.9K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-19.3K- 15.23% |
$558K - $582K
|
107K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-101- 0.22% |
$2.92K - $3.05K
|
46.5K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 9.49% |
$348K - $364K
|
115K
$3.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.52K+ 1.12% |
$217K - $227K
|
680K
$19.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 1.79% |
$1.52M - $1.58M
|
2.98M
$86.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
8.63K+ 3.37% |
$249K - $260K
|
264K
$7.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 3.45% |
$36K - $37.6K
|
34.8K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-861- 11.28% |
$24.9K - $26K
|
6.77K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$316K - $330K
|
10.9K
$318K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.72K+ 0.51% |
$49.8K - $52K
|
337K
$9.83M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 7.91% |
$54.2K - $56.5K
|
21.8K
$636K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.05KNew |
$30.3K - $31.7K
|
1.05K
$30.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.85K- 4.69% |
$82.2K - $85.8K
|
57.8K
$1.68M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-816- 0.92% |
$23.6K - $24.6K
|
87.5K
$2.55M
|
|