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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.3K- 15.38% |
$530K - $553K
|
101K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 28.44% |
$896 - $935
|
78
$2.27K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
744+ 4.68% |
$21.5K - $22.4K
|
16.7K
$486K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.68KNew |
$193K - $201K
|
6.68K
$195K
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-30.3K- 8.47% |
$875K - $914K
|
327K
$9.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
967+ 6.01% |
$27.9K - $29.2K
|
17.1K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 1.69% |
$75.3K - $78.6K
|
151K
$4.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 10.55% |
$82.6K - $86.2K
|
24.2K
$707K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.16K- 0.79% |
$62.5K - $65.2K
|
270K
$7.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-387- 2.2% |
$11.2K - $11.7K
|
17.2K
$503K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-195- 1.38% |
$5.64K - $5.88K
|
13.9K
$405K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
7+ 0.01% |
$202 - $211
|
137K
$3.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-137- 0.03% |
$3.96K - $4.13K
|
517K
$15.1M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.42K- 8.16% |
$157K - $163K
|
61K
$1.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.99K- 19.48% |
$86.5K - $90.3K
|
12.4K
$361K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-852- 1.91% |
$24.6K - $25.7K
|
43.8K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.07K- 5.57% |
$147K - $153K
|
86K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
105+ 0.3% |
$3.03K - $3.17K
|
35.4K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
66.7K+ 133.06% |
$1.93M - $2.01M
|
117K
$3.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31K+ 30.14% |
$38K - $39.6K
|
5.67K
$165K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40+ 2.38% |
$1.16K - $1.21K
|
1.72K
$50.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.76K+ 2.0% |
$166K - $174K
|
293K
$8.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.07% |
$3.38K - $3.53K
|
159K
$4.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 10.54% |
$1.53K - $1.6K
|
450
$13.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
981+ 1.74% |
$28.4K - $29.6K
|
57.4K
$1.67M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-93- 0.88% |
$2.69K - $2.81K
|
10.5K
$306K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.53K- 11.13% |
$44.1K - $46K
|
12.2K
$355K
|
|
|
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
|
|