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 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-471- 2.89% |
$13.3K - $14.2K
|
15.8K
$461K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.18K+ 0.72% |
$61.3K - $65.6K
|
305K
$8.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.96K- 9.19% |
$252K - $270K
|
88.5K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-578- 0.58% |
$16.3K - $17.4K
|
99.3K
$2.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 0.97% |
$103K - $110K
|
380K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.04K- 68.34% |
$57.5K - $61.6K
|
947
$27.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
640+ 31.08% |
$18K - $19.3K
|
2.7K
$78.7K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
4.94K+ 2.22% |
$139K - $149K
|
227K
$6.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
153+ 0.42% |
$4.31K - $4.61K
|
37K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-258- 0.24% |
$7.26K - $7.77K
|
108K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-25.8K- 32.3% |
$726K - $777K
|
54K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-251- 0.94% |
$7.07K - $7.56K
|
26.6K
$775K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-80- 0.69% |
$2.25K - $2.41K
|
11.5K
$336K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8+ 0.06% |
$225 - $241
|
13.7K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
389+ 4.96% |
$11K - $11.7K
|
8.24K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.8K- 31.25% |
$50.7K - $54.2K
|
3.96K
$115K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13.1K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
31+ 0.26% |
$873 - $934
|
12.1K
$353K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.17K- 4.31% |
$32.8K - $35.1K
|
25.9K
$754K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
813+ 0.42% |
$22.9K - $24.5K
|
192K
$5.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.78K- 4.62% |
$107K - $114K
|
78.2K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 35.03% |
$11.1K - $11.8K
|
729
$21.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.8K+ 0.55% |
$642K - $687K
|
4.2M
$123M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.96K+ 0.97% |
$112K - $119K
|
412K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.98K- 3.41% |
$55.7K - $59.6K
|
56K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$28.2 - $30.1
|
3.05K
$88.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3K+ 0.78% |
$84.5K - $90.4K
|
388K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
830+ 2.47% |
$23.4K - $25K
|
34.5K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.39K- 11.11% |
$95.3K - $102K
|
27.1K
$790K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.31K+ 6.26% |
$178K - $190K
|
107K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.49K- 3.53% |
$154K - $165K
|
150K
$4.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
642New |
$18.1K - $19.3K
|
642
$18.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.3K+ 40.71% |
$1.42M - $1.52M
|
174K
$5.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.3% |
$6.9K - $7.38K
|
81.2K
$2.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-395- 1.19% |
$11.1K - $11.9K
|
32.8K
$955K
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
7.5KNew |
$211K - $226K
|
7.5K
$219K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-181- 0.68% |
$5.1K - $5.45K
|
26.3K
$767K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-114K- 79.29% |
$3.21M - $3.44M
|
29.8K
$868K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-378- 1.2% |
$10.6K - $11.4K
|
31K
$904K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
450New |
$12.7K - $13.6K
|
450
$13.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32.9K+ 17.17% |
$928K - $993K
|
225K
$6.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.06% |
$1.04K - $1.11K
|
61.6K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
47+ 0.3% |
$1.32K - $1.42K
|
15.9K
$464K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 4.8% |
$49.7K - $53.2K
|
38.5K
$1.12M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59K+ 38.25% |
$1.35M - $1.66M
|
213K
$6.22M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-55.9K- 48.41% |
$1.28M - $1.57M
|
59.6K
$1.74M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
$167K - $204K
|
7.28K
$212K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
300New |
$6.88K - $8.42K
|
300
$8.75K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
31.2KNew |
$716K - $876K
|
31.2K
$910K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 54.06% |
$11.9K - $14.6K
|
1.48K
$43.1K
|
|