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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.5K+ 212.92% |
$922K - $2.78M
|
49.2K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
95.9K+ 199.68% |
$2.64M - $7.96M
|
144K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.05K+ 168.79% |
$194K - $586K
|
11.2K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
223K+ 206.61% |
$6.15M - $18.5M
|
331K
$8.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
37.3K+ 223.69% |
$1.03M - $3.1M
|
54K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
39.1K+ 141.75% |
$1.08M - $3.25M
|
66.7K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
21.5K+ 134.56% |
$593K - $1.79M
|
37.5K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
245K+ 197.43% |
$6.75M - $20.4M
|
369K
$9.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.47K+ 270.63% |
$233K - $703K
|
11.6K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
45.9K+ 201.53% |
$1.26M - $3.81M
|
68.7K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14K+ 200.65% |
$385K - $1.16M
|
20.9K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
160K+ 574.93% |
$4.4M - $13.3M
|
188K
$4.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 205.25% |
$634K - $1.91M
|
34.2K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44.3K+ 204.24% |
$1.22M - $3.68M
|
66K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.26K+ 197.01% |
$200K - $603K
|
10.9K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
53.8K+ 197.07% |
$1.48M - $4.47M
|
81.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
46.1K+ 195.44% |
$1.27M - $3.83M
|
69.7K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.67KNew |
$45.9K - $139K
|
1.67K
$44.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78M+ 195.32% |
$104M - $314M
|
5.72M
$152M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
214K+ 239.84% |
$5.88M - $17.7M
|
303K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 195.37% |
$738K - $2.23M
|
40.5K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54.4K+ 195.65% |
$1.5M - $4.51M
|
82.1K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
12.6K+ 205.47% |
$347K - $1.05M
|
18.7K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
62.2K+ 345.45% |
$1.71M - $5.17M
|
80.2K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
337+ 1.08% |
$9.28K - $28K
|
31.6K
$837K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
170+ 200.0% |
$4.68K - $14.1K
|
255
$6.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
59.7K+ 243.68% |
$1.65M - $4.96M
|
84.3K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
36.8K+ 199.0% |
$1.01M - $3.05M
|
55.3K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.86K+ 210.7% |
$216K - $652K
|
11.6K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
126K+ 216.61% |
$3.47M - $10.5M
|
184K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224K+ 203.29% |
$6.18M - $18.6M
|
335K
$8.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
294K+ 205.55% |
$8.11M - $24.4M
|
438K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.41K+ 200.0% |
$177K - $532K
|
9.62K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.85K+ 221.04% |
$161K - $486K
|
8.5K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
226K+ 197.37% |
$6.22M - $18.7M
|
340K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.3K+ 211.27% |
$640K - $1.93M
|
34.3K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
268K+ 209.94% |
$7.37M - $22.2M
|
395K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
42.8K+ 194.58% |
$1.18M - $3.55M
|
64.7K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
38.7K+ 201.5% |
$1.07M - $3.21M
|
57.9K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.61K+ 245.69% |
$210K - $632K
|
10.7K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35.1K+ 196.29% |
$967K - $2.92M
|
53K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
48.1K+ 238.47% |
$1.32M - $3.99M
|
68.3K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-146- 0.63% |
$4.02K - $12.1K
|
23K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-824- 0.54% |
$22.7K - $68.4K
|
153K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
882+ 200.0% |
$24.3K - $73.2K
|
1.32K
$35.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
984+ 200.0% |
$27.1K - $81.7K
|
1.48K
$39.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
79.5K+ 220.04% |
$2.19M - $6.6M
|
116K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.7K+ 200.0% |
$46.8K - $141K
|
2.55K
$67.6K
|