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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.1K- 25.45% |
$71K - $86.8K
|
9.07K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.81K- 94.72% |
$156K - $191K
|
380
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
48.1KNew |
$1.1M - $1.35M
|
48.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42.1KNew |
$964K - $1.18M
|
42.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1K+ 40.48% |
$278K - $340K
|
42K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$189K - $231K
|
8.25K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 212.81% |
$625K - $765K
|
40.1K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.1K- 1.7% |
$25.3K - $30.9K
|
63.8K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$918K - $1.12M
|
40K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.3K+ 149.86% |
$1.27M - $1.55M
|
92.3K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-397- 2.72% |
$9.1K - $11.1K
|
14.2K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.53KNew |
$58K - $71K
|
2.53K
$73.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.34KNew |
$168K - $206K
|
7.34K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.9K+ 652.25% |
$2.06M - $2.52M
|
104K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.1KNew |
$93.9K - $115K
|
4.1K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.1KNew |
$1.15M - $1.41M
|
50.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
21.8K+ 160.19% |
$499K - $611K
|
35.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.29KNew |
$29.5K - $36.1K
|
1.29K
$37.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 11.76% |
$688 - $842
|
285
$8.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.41% |
$91.7 - $112
|
991
$28.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 1.22% |
$28.2K - $34.6K
|
100K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.44K- 9.46% |
$33.1K - $40.5K
|
13.8K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 0.8% |
$42.1K - $51.5K
|
229K
$6.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4New |
$91.7 - $112
|
4
$117
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-930- 7.34% |
$21.3K - $26.1K
|
11.7K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-702- 14.47% |
$16.1K - $19.7K
|
4.15K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 19.08% |
$535K - $655K
|
99K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.19K+ 351.63% |
$27.2K - $33.2K
|
1.52K
$44.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-563- 26.14% |
$12.9K - $15.8K
|
1.59K
$46.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.47KNew |
$148K - $181K
|
6.47K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-17.9K- 22.74% |
$411K - $503K
|
61K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-276- 56.1% |
$6.33K - $7.74K
|
216
$6.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.12KNew |
$71.5K - $87.5K
|
3.12K
$91K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
27+ 0.33% |
$619 - $757
|
8.15K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 4.82% |
$41.6K - $50.9K
|
35.8K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-80- 0.83% |
$1.83K - $2.24K
|
9.54K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
725New |
$16.6K - $20.3K
|
725
$21.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
384New |
$8.8K - $10.8K
|
384
$11.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
141New |
$3.23K - $3.96K
|
141
$4.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$68.8 - $84.2
|
8.1K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
75+ 1.55% |
$1.72K - $2.1K
|
4.91K
$143K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 4.21% |
$206 - $252
|
205
$5.98K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.5K- 99.7% |
$263K - $321K
|
34
$991
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3K+ 9.12% |
$68.8K - $84.2K
|
35.9K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27New |
$619 - $757
|
27
$787
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
17+ 0.4% |
$390 - $477
|
4.32K
$126K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
171New |
$3.92K - $4.8K
|
171
$4.99K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
7.39KNew |
$169K - $207K
|
7.39K
$215K
|
|