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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-120- 0.55% |
$3.38K - $3.62K
|
21.7K
$633K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 38.5% |
$159K - $170K
|
9.03K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.14K- 2.91% |
$32.2K - $34.4K
|
38.1K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.5K- 0.69% |
$70.3K - $75.2K
|
359K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
304+ 2.55% |
$8.56K - $9.16K
|
12.2K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.43K- 1.9% |
$40.1K - $43K
|
73.7K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-90- 0.48% |
$2.53K - $2.71K
|
18.8K
$549K
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 0.58% |
$84.9K - $90.8K
|
517K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
211+ 0.03% |
$5.94K - $6.36K
|
651K
$19M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.56K- 14.2% |
$185K - $198K
|
39.6K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.64K+ 1.36% |
$215K - $230K
|
568K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14+ 0.05% |
$394 - $422
|
28.6K
$835K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-1.78K- 10.6% |
$50K - $53.5K
|
15K
$437K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$169 - $181
|
9.26K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.12K- 0.22% |
$31.5K - $33.7K
|
498K
$14.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-161- 0.1% |
$4.53K - $4.85K
|
154K
$4.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-80- 0.75% |
$2.25K - $2.41K
|
10.6K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.28K- 3.84% |
$121K - $129K
|
107K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.5KNew |
$691K - $739K
|
24.5K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
3.64K+ 5.05% |
$102K - $110K
|
75.7K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
131New |
$3.69K - $3.95K
|
131
$3.82K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95KNew |
$83.1K - $88.9K
|
2.95K
$86.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.02K+ 1.0% |
$28.7K - $30.8K
|
103K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.14KNew |
$60.4K - $64.6K
|
2.14K
$62.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.76KNew |
$190K - $204K
|
6.76K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78.2K+ 10.02% |
$2.2M - $2.36M
|
859K
$25M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 0.51% |
$34.1K - $36.5K
|
239K
$6.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.37K- 0.61% |
$66.8K - $71.5K
|
386K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.95K+ 11.08% |
$167K - $179K
|
59.6K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.05K- 1.34% |
$29.7K - $31.8K
|
77.4K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 3.63% |
$30K - $32.1K
|
30.4K
$887K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.5KClosed |
$550K - $589K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-215- 0.68% |
$6.05K - $6.48K
|
31.3K
$912K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-11.5K- 40.13% |
$324K - $347K
|
17.2K
$501K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.5K- 3.39% |
$353K - $378K
|
357K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
25.1K+ 6.44% |
$706K - $756K
|
415K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-395- 2.73% |
$11.1K - $11.9K
|
14.1K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-284- 0.68% |
$7.99K - $8.56K
|
41.2K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.39% |
$14K - $15K
|
35.3K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$3.06M - $3.27M
|
109K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-488- 2.52% |
$13.7K - $14.7K
|
18.8K
$549K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
233+ 0.43% |
$6.56K - $7.02K
|
54.2K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-492- 6.73% |
$13.8K - $14.8K
|
6.82K
$199K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.27% |
$2.05K - $2.2K
|
26.7K
$779K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.9K- 0.94% |
$166K - $178K
|
620K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.89K+ 0.87% |
$53.1K - $56.9K
|
220K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
53.3K+ 2669.27% |
$1.5M - $1.6M
|
55.2K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 3.11% |
$35.4K - $37.8K
|
41.7K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.2K+ 3.37% |
$370K - $396K
|
404K
$11.8M
|
|