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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-568K- 9.45% |
$16M - $17.1M
|
5.44M
$159M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.3K+ 1.43% |
$64.7K - $69.2K
|
163K
$4.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.22% |
$8.45K - $9.04K
|
24.2K
$706K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 6.97% |
$370K - $396K
|
202K
$5.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.2KNew |
$203K - $217K
|
7.2K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.75K- 9.69% |
$49.1K - $52.6K
|
16.3K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.43% |
$732 - $783
|
6.04K
$176K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.36K- 2.15% |
$38.2K - $40.9K
|
61.9K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-236- 0.58% |
$6.64K - $7.11K
|
40.4K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.36K- 24.27% |
$179K - $192K
|
19.8K
$579K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 4.15% |
$37.8K - $40.5K
|
33.8K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-129- 5.38% |
$3.63K - $3.89K
|
2.27K
$66.2K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.16KNew |
$202K - $216K
|
7.16K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24.8KNew |
$698K - $747K
|
24.8K
$723K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13- 1.98% |
$366 - $392
|
642
$18.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
320+ 0.72% |
$9.01K - $9.64K
|
45K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
17+ 0.33% |
$479 - $512
|
5.11K
$149K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.52K- 10.38% |
$42.8K - $45.8K
|
13.1K
$383K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
134+ 36.31% |
$3.77K - $4.04K
|
503
$14.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-52- 0.25% |
$1.46K - $1.57K
|
20.7K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
357+ 2550.0% |
$10K - $10.8K
|
371
$10.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-27.8K- 47.74% |
$781K - $836K
|
30.4K
$886K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 1.79% |
$31.3K - $33.5K
|
61.2K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.3K+ 0.37% |
$36.6K - $39.1K
|
353K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.1K- 21.41% |
$59.1K - $63.3K
|
7.71K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 1.81% |
$73.8K - $79K
|
142K
$4.14M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-386- 4.58% |
$10.9K - $11.6K
|
8.04K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
53+ 0.42% |
$1.49K - $1.6K
|
12.6K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.27% |
$732 - $783
|
9.48K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-561- 0.75% |
$15.8K - $16.9K
|
74.4K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-185- 1.95% |
$5.21K - $5.57K
|
9.31K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
26+ 0.07% |
$732 - $783
|
39.5K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.63% |
$2.11K - $2.26K
|
11.8K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
291+ 0.57% |
$8.19K - $8.77K
|
51.6K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.14% |
$5.12K - $5.48K
|
15.8K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.88K+ 2.48% |
$165K - $177K
|
243K
$7.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.11K+ 9.38% |
$87.5K - $93.7K
|
36.3K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.4K- 8.98% |
$39.3K - $42.1K
|
14.2K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.67K- 1.53% |
$46.9K - $50.2K
|
107K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-34.5K- 41.19% |
$972K - $1.04M
|
49.3K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.38K- 1.58% |
$95.3K - $102K
|
211K
$6.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.9K- 18.99% |
$616K - $659K
|
93.3K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.1K+ 1.57% |
$87.2K - $93.3K
|
200K
$5.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.47K+ 34.04% |
$97.7K - $105K
|
13.7K
$399K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
222+ 2.12% |
$6.25K - $6.69K
|
10.7K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$677K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
19.5K+ 10.65% |
$549K - $587K
|
202K
$5.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16.6K+ 1.54% |
$467K - $500K
|
1.1M
$32M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
93+ 0.89% |
$2.62K - $2.8K
|
10.6K
$309K
|
|