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 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
184New |
$5.18K - $5.54K
|
184
$5.37K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
845+ 11.33% |
$23.8K - $25.5K
|
8.3K
$242K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.55K- 9.75% |
$99.9K - $107K
|
32.9K
$958K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-71.2K- 69.61% |
$2M - $2.14M
|
31.1K
$906K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-743- 3.42% |
$20.9K - $22.4K
|
21K
$612K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$169 - $181
|
10.9K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-909- 5.0% |
$25.6K - $27.4K
|
17.3K
$504K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.94K- 3.49% |
$224K - $239K
|
220K
$6.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.24KNew |
$260K - $278K
|
9.24K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-153- 0.56% |
$4.31K - $4.61K
|
27.1K
$791K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
106K+ 8.25% |
$3M - $3.21M
|
1.4M
$40.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 0.42% |
$3.29K - $3.53K
|
27.8K
$811K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
2.37KNew |
$66.7K - $71.4K
|
2.37K
$69.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.88KNew |
$166K - $177K
|
5.88K
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-86- 1.11% |
$2.42K - $2.59K
|
7.69K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9.33KNew |
$263K - $281K
|
9.33K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.1KNew |
$200K - $214K
|
7.1K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-6.34K- 1.14% |
$178K - $191K
|
548K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669K- 65.13% |
$18.8M - $20.1M
|
358K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
24+ 0.2% |
$676 - $723
|
11.8K
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
8.04K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.61K- 5.73% |
$45.3K - $48.4K
|
26.5K
$771K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.82K- 3.21% |
$51.1K - $54.7K
|
54.7K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.28KNew |
$205K - $219K
|
7.28K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
50+ 0.41% |
$1.41K - $1.51K
|
12.2K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.26K+ 2.13% |
$35.5K - $38K
|
60.5K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.84K- 7.02% |
$108K - $116K
|
50.8K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-403- 0.37% |
$11.3K - $12.1K
|
110K
$3.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.77K+ 30.4% |
$134K - $144K
|
20.5K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 8.55% |
$375K - $401K
|
169K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.37K- 0.61% |
$66.8K - $71.5K
|
386K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.97% |
$5.63K - $6.03K
|
20.4K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-33- 0.04% |
$929 - $994
|
82K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16.3KNew |
$460K - $492K
|
16.3K
$476K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17.4K+ 27.14% |
$489K - $524K
|
81.4K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.52K- 4.81% |
$184K - $197K
|
129K
$3.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.09K- 6.11% |
$30.7K - $32.8K
|
16.7K
$488K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
76+ 0.39% |
$2.14K - $2.29K
|
19.8K
$576K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.1K- 2.46% |
$228K - $244K
|
322K
$9.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.8K+ 2.67% |
$107K - $115K
|
146K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.24K- 6.85% |
$147K - $158K
|
71.2K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.13K- 12.54% |
$88.2K - $94.4K
|
21.9K
$637K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
100K+ 16.79% |
$2.82M - $3.02M
|
696K
$20.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
7.01KNew |
$197K - $211K
|
7.01K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-49.8K- 40.98% |
$1.4M - $1.5M
|
71.8K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
321+ 0.1% |
$9.04K - $9.67K
|
326K
$9.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.24% |
$1.1K - $1.18K
|
16.1K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
37+ 0.42% |
$1.04K - $1.11K
|
8.77K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3K+ 3.34% |
$84.4K - $90.4K
|
92.8K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.6K+ 7.58% |
$382K - $409K
|
192K
$5.61M
|
|