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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.57K- 94.05% |
$35.9K - $43.9K
|
99
$2.89K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.75K
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
3+ 0.04% |
$68.8 - $84.2
|
6.71K
$196K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
14.2KNew |
$325K - $398K
|
14.2K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.5KNew |
$34.4K - $42.1K
|
1.5K
$43.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-240- 1.43% |
$5.5K - $6.73K
|
16.5K
$481K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
126New |
$2.89K - $3.53K
|
126
$3.67K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
559New |
$12.8K - $15.7K
|
559
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-163- 0.83% |
$3.74K - $4.57K
|
19.5K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
75KNew |
$1.72M - $2.1M
|
75K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
763New |
$17.5K - $21.4K
|
763
$22.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
64.8KNew |
$1.49M - $1.82M
|
64.8K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-135- 0.52% |
$3.09K - $3.79K
|
25.8K
$751K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 8.16% |
$59.3K - $72.5K
|
29.1K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
963+ 2.59% |
$22.1K - $27K
|
38.1K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.9K+ 145.97% |
$434K - $531K
|
31.9K
$931K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
343+ 12.2% |
$7.86K - $9.62K
|
3.16K
$92K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
395+ 0.34% |
$9.05K - $11.1K
|
117K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.6K- 2.73% |
$82.5K - $101K
|
128K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
789New |
$18.1K - $22.1K
|
789
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$30.6K - $37.5K
|
1.34K
$39K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
84+ 3.62% |
$1.93K - $2.36K
|
2.41K
$70.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 3.79% |
$3.55K - $4.35K
|
4.25K
$124K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
8.43KNew |
$193K - $236K
|
8.43K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.08K+ 10.17% |
$24.7K - $30.2K
|
11.7K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-470- 1.28% |
$10.8K - $13.2K
|
36.2K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.75K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73New |
$1.67K - $2.05K
|
73
$2.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
5+ 0.04% |
$115 - $140
|
12.9K
$375K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-55- 0.3% |
$1.26K - $1.54K
|
18.5K
$539K
|
|