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 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
76.3K+ 350.39% |
$2.15M - $2.3M
|
98.1K
$2.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.79KNew |
$191K - $204K
|
6.79K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.2K- 17.73% |
$1.19M - $1.27M
|
196K
$5.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-109- 0.74% |
$3.07K - $3.28K
|
14.7K
$427K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
456New |
$12.8K - $13.7K
|
456
$13.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
218+ 2.82% |
$6.14K - $6.57K
|
7.94K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.38% |
$28.2 - $30.1
|
262
$7.64K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.86M+ 2708.34% |
$52.2M - $55.9M
|
1.92M
$56.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-388- 4.42% |
$10.9K - $11.7K
|
8.39K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.18K- 0.66% |
$61.2K - $65.5K
|
328K
$9.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.16K+ 1.52% |
$202K - $216K
|
477K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
502+ 1.61% |
$14.1K - $15.1K
|
31.6K
$923K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.24K- 2.55% |
$176K - $188K
|
239K
$6.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
25.3KNew |
$711K - $761K
|
25.3K
$736K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.91K- 6.16% |
$110K - $118K
|
59.5K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
257K+ 11.32% |
$7.24M - $7.75M
|
2.53M
$73.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-784- 2.19% |
$22.1K - $23.6K
|
35K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-514- 2.75% |
$14.5K - $15.5K
|
18.2K
$530K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.98K+ 2.73% |
$253K - $270K
|
338K
$9.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.16K- 10.12% |
$60.7K - $65K
|
19.1K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$338 - $362
|
23.4K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.12KNew |
$31.4K - $33.7K
|
1.12K
$32.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.7K- 2.19% |
$385K - $412K
|
610K
$17.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
592+ 0.24% |
$16.7K - $17.8K
|
249K
$7.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
94+ 58.39% |
$2.65K - $2.83K
|
255
$7.44K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.84K+ 0.58% |
$79.9K - $85.5K
|
489K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107+ 5.87% |
$3.01K - $3.22K
|
1.93K
$56.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-430- 0.71% |
$12.1K - $13K
|
59.9K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.17K- 9.93% |
$32.8K - $35.1K
|
10.6K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-837K- 38.11% |
$23.6M - $25.2M
|
1.36M
$39.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.14% |
$985 - $1.05K
|
24.9K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
785New |
$22.1K - $23.7K
|
785
$22.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
28.4KNew |
$799K - $855K
|
28.4K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 0.1% |
$563 - $603
|
20.7K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.79K- 7.43% |
$191K - $205K
|
84.5K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 0.6% |
$58.7K - $62.9K
|
343K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 1.29% |
$114K - $122K
|
319K
$9.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.46K- 6.03% |
$97.5K - $104K
|
54K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 11.36% |
$173K - $185K
|
60.2K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.61K- 7.14% |
$73.4K - $78.6K
|
34K
$990K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
30+ 0.09% |
$845 - $904
|
35.1K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$84.4 - $90.4
|
11.2K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-3.04K- 1.83% |
$85.7K - $91.7K
|
163K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34K+ 14.38% |
$65.9K - $70.5K
|
18.6K
$543K
|
|
|
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
|
|