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 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-816- 0.19% |
$23K - $24.6K
|
433K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.97K+ 2.88% |
$224K - $240K
|
285K
$8.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 2.09% |
$80.4K - $86.1K
|
134K
$3.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.04K- 1.47% |
$29.1K - $31.2K
|
69.4K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-7.06K- 1.82% |
$199K - $213K
|
381K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 10.22% |
$29.2K - $31.2K
|
9.11K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
31.1K+ 9.94% |
$876K - $938K
|
344K
$10M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
740+ 1.6% |
$20.8K - $22.3K
|
47K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.73KNew |
$246K - $263K
|
8.73K
$255K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 0.96% |
$52.1K - $55.7K
|
191K
$5.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
82+ 0.12% |
$2.31K - $2.47K
|
68.8K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.78K- 2.34% |
$247K - $265K
|
367K
$10.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.18K+ 44.51% |
$33.1K - $35.4K
|
3.82K
$111K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-688- 0.75% |
$19.4K - $20.7K
|
90.9K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-5.07K- 2.81% |
$143K - $153K
|
176K
$5.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-506- 0.61% |
$14.2K - $15.2K
|
81.9K
$2.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-798- 1.06% |
$22.5K - $24K
|
74.4K
$2.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.13K- 3.22% |
$31.8K - $34K
|
33.9K
$989K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.06K+ 15.09% |
$142K - $153K
|
38.6K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.26% |
$56K - $59.9K
|
159K
$4.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
810+ 4.37% |
$22.8K - $24.4K
|
19.3K
$564K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.09K- 2.08% |
$30.7K - $32.9K
|
51.3K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$197 - $211
|
26.3K
$767K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
214+ 0.4% |
$6.02K - $6.45K
|
53.7K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
256+ 3.55% |
$7.21K - $7.71K
|
7.47K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.97KNew |
$196K - $210K
|
6.97K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-156- 0.05% |
$4.39K - $4.7K
|
337K
$9.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.52K- 1.74% |
$70.9K - $75.9K
|
142K
$4.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-2.13K- 9.9% |
$60K - $64.2K
|
19.4K
$565K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61.5K+ 108.37% |
$1.73M - $1.85M
|
118K
$3.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.87K- 2.53% |
$222K - $237K
|
304K
$8.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.04K- 11.9% |
$57.3K - $61.3K
|
15.1K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-172K- 44.11% |
$4.84M - $5.18M
|
218K
$6.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 1.79% |
$8.05K - $8.62K
|
15.7K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-214- 0.37% |
$6.02K - $6.45K
|
57.7K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4+ 0.45% |
$113 - $121
|
889
$25.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.79K+ 2.39% |
$135K - $144K
|
205K
$5.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-291- 3.85% |
$8.19K - $8.77K
|
7.28K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.17K- 1.45% |
$202K - $216K
|
487K
$14.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-415K- 29.46% |
$11.7M - $12.5M
|
993K
$29M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
931+ 12.32% |
$26.2K - $28.1K
|
8.49K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-29.9K- 14.36% |
$843K - $902K
|
179K
$5.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
50+ 0.42% |
$1.41K - $1.51K
|
11.9K
$347K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-35- 0.19% |
$985 - $1.05K
|
18.6K
$543K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$28.2 - $30.1
|
8.11K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
153+ 1.01% |
$4.31K - $4.61K
|
15.4K
$448K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.94KNew |
$195K - $209K
|
6.94K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-685- 2.23% |
$19.3K - $20.6K
|
30K
$875K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.4K- 99.34% |
$463K - $496K
|
109
$3.18K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
500+ 1.08% |
$14.1K - $15.1K
|
46.8K
$1.37M
|
|