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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.34% |
$28.2 - $30.1
|
292
$8.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 73.9% |
$520K - $556K
|
43.4K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
211+ 0.85% |
$5.94K - $6.36K
|
25.1K
$732K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.18K- 21.47% |
$61.2K - $65.5K
|
7.96K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.45K- 10.94% |
$40.7K - $43.5K
|
11.8K
$343K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.22% |
$169 - $181
|
2.75K
$80.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$2.53K - $2.71K
|
90
$2.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.03KNew |
$198K - $212K
|
7.03K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-10- 2.86% |
$282 - $301
|
340
$9.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-587- 11.32% |
$16.5K - $17.7K
|
4.6K
$134K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.8K+ 8.13% |
$556K - $596K
|
263K
$7.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
218
$6.36K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-437- 0.09% |
$12.3K - $13.2K
|
499K
$14.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-755- 1.26% |
$21.3K - $22.7K
|
59.1K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-197- 0.19% |
$5.55K - $5.94K
|
102K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.62KNew |
$271K - $290K
|
9.62K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43K+ 4.09% |
$40.3K - $43.1K
|
36.4K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25.1K+ 2.96% |
$708K - $758K
|
874K
$25.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 1.71% |
$31.7K - $34K
|
66.9K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.87KNew |
$193K - $207K
|
6.87K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
143New |
$4.03K - $4.31K
|
143
$4.17K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.32K- 48.85% |
$234K - $251K
|
8.72K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.14% |
$1.52K - $1.63K
|
39.7K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41.8K- 5.27% |
$1.18M - $1.26M
|
751K
$21.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
219
$6.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
19.8K
$577K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.69K- 3.53% |
$132K - $141K
|
128K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
6+ 0.03% |
$169 - $181
|
17.6K
$512K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.18% |
$253 - $271
|
4.93K
$144K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
70+ 0.18% |
$1.97K - $2.11K
|
39K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.37K- 0.75% |
$264K - $282K
|
1.24M
$36.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
11.1K+ 4.09% |
$313K - $335K
|
283K
$8.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.75K- 1.86% |
$190K - $203K
|
356K
$10.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.41% |
$28.2 - $30.1
|
242
$7.06K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-859- 0.83% |
$24.2K - $25.9K
|
103K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-20.8K- 55.46% |
$586K - $627K
|
16.7K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-408K- 75.39% |
$11.5M - $12.3M
|
133K
$3.88M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
2.88K+ 15.58% |
$81K - $86.7K
|
21.3K
$622K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.4K+ 6.48% |
$67.6K - $72.3K
|
39.4K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
858+ 5.51% |
$24.2K - $25.9K
|
16.4K
$479K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$4.95M - $5.3M
|
176K
$5.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 2.41% |
$57.9K - $62K
|
87.5K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
964+ 3.9% |
$27.1K - $29K
|
25.7K
$748K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 85.77% |
$596K - $638K
|
45.9K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
7.19KNew |
$202K - $217K
|
7.19K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.04K- 3.5% |
$57.4K - $61.4K
|
56.2K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-134- 1.05% |
$3.77K - $4.04K
|
12.6K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.5K- 5.17% |
$42.2K - $45.2K
|
27.5K
$803K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
20.4KNew |
$574K - $614K
|
20.4K
$594K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-342- 0.9% |
$9.63K - $10.3K
|
37.5K
$1.09M
|
|