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 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36.8K+ 7.39% |
$1.03M - $1.11M
|
534K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.57K+ 1.79% |
$72.4K - $77.5K
|
146K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.42KNew |
$265K - $284K
|
9.42K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$305K - $326K
|
10.8K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.54K+ 4.11% |
$99.8K - $107K
|
89.7K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.61K- 1.67% |
$130K - $139K
|
272K
$7.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.85K- 5.91% |
$108K - $116K
|
61.2K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-275- 0.46% |
$7.74K - $8.29K
|
60K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$193K - $206K
|
6.84K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.9KNew |
$110K - $118K
|
3.9K
$114K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-137- 6.31% |
$3.86K - $4.13K
|
2.04K
$59.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-681- 0.49% |
$19.2K - $20.5K
|
137K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
230+ 0.43% |
$6.47K - $6.93K
|
54.3K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-350- 16.43% |
$9.85K - $10.5K
|
1.78K
$51.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 1.35% |
$732 - $783
|
1.9K
$55.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
9.8K+ 1.56% |
$276K - $295K
|
638K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.52K- 1.49% |
$42.8K - $45.8K
|
100K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.39K+ 3.12% |
$95.3K - $102K
|
112K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.49K- 1.55% |
$70.1K - $75.1K
|
158K
$4.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-563- 3.14% |
$15.8K - $17K
|
17.4K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-69- 0.58% |
$1.94K - $2.08K
|
11.8K
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.91K- 22.7% |
$251K - $268K
|
30.3K
$884K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
8.88K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-295- 1.01% |
$8.3K - $8.89K
|
28.9K
$841K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 5.11% |
$552K - $591K
|
364K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.36K- 2.94% |
$38.2K - $40.9K
|
44.8K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-90.2K- 4.98% |
$2.54M - $2.72M
|
1.72M
$50.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-588- 4.9% |
$16.6K - $17.7K
|
11.4K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
105+ 0.91% |
$2.96K - $3.16K
|
11.7K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
20.6K+ 69.69% |
$579K - $619K
|
50.1K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.12K- 4.49% |
$200K - $214K
|
151K
$4.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 4.37% |
$40.4K - $43.2K
|
31.4K
$916K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.4K+ 3.19% |
$152K - $163K
|
175K
$5.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.05% |
$169 - $181
|
11.7K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-952- 0.27% |
$26.8K - $28.7K
|
358K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
825+ 0.18% |
$23.2K - $24.9K
|
463K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-45- 0.19% |
$1.27K - $1.36K
|
23.8K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14K+ 55.01% |
$394K - $421K
|
39.4K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.23K- 2.28% |
$90.8K - $97.2K
|
138K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.4K- 35.46% |
$349K - $374K
|
22.6K
$659K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.32K- 4.53% |
$150K - $160K
|
112K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
311+ 0.22% |
$8.75K - $9.37K
|
140K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.44% |
$197 - $211
|
1.6K
$46.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
874+ 0.73% |
$24.6K - $26.3K
|
120K
$3.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-18.5K- 24.9% |
$520K - $556K
|
55.7K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.65K- 2.45% |
$46.6K - $49.8K
|
65.8K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10.5K- 50.39% |
$297K - $318K
|
10.4K
$303K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-3.32K- 2.23% |
$93.5K - $100K
|
145K
$4.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
174+ 0.43% |
$4.9K - $5.24K
|
41K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
77+ 0.42% |
$2.17K - $2.32K
|
18.2K
$531K
|
|