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 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.52% |
$7.2K - $7.51K
|
9.62K
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-256- 0.84% |
$7.4K - $7.72K
|
30.3K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 0.27% |
$444K - $463K
|
5.75M
$168M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-726- 2.75% |
$21K - $21.9K
|
25.7K
$750K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-34- 0.3% |
$983 - $1.03K
|
11.4K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.42% |
$867 - $905
|
7.11K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.62K- 5.44% |
$134K - $139K
|
80.4K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 7.43% |
$177K - $184K
|
76.2K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.4K+ 58.56% |
$243K - $254K
|
22.8K
$663K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.08% |
$5.14K - $5.37K
|
234K
$6.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-267K- 28.58% |
$7.7M - $8.04M
|
666K
$19.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
115+ 1.66% |
$3.32K - $3.47K
|
7.05K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.47K- 6.84% |
$71.4K - $74.5K
|
33.6K
$980K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
64.9KNew |
$1.88M - $1.96M
|
64.9K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-19.3K- 15.23% |
$558K - $582K
|
107K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-101- 0.22% |
$2.92K - $3.05K
|
46.5K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 9.49% |
$348K - $364K
|
115K
$3.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.52K+ 1.12% |
$217K - $227K
|
680K
$19.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 1.79% |
$1.52M - $1.58M
|
2.98M
$86.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
8.63K+ 3.37% |
$249K - $260K
|
264K
$7.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 3.45% |
$36K - $37.6K
|
34.8K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-861- 11.28% |
$24.9K - $26K
|
6.77K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$316K - $330K
|
10.9K
$318K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.72K+ 0.51% |
$49.8K - $52K
|
337K
$9.83M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 7.91% |
$54.2K - $56.5K
|
21.8K
$636K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.05KNew |
$30.3K - $31.7K
|
1.05K
$30.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2.85K- 4.69% |
$82.2K - $85.8K
|
57.8K
$1.68M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-816- 0.92% |
$23.6K - $24.6K
|
87.5K
$2.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
9.83KNew |
$284K - $297K
|
9.83K
$287K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.24K- 10.69% |
$35.7K - $37.3K
|
10.3K
$301K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.21K+ 2.49% |
$63.9K - $66.7K
|
91K
$2.65M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.24K+ 42.82% |
$176K - $188K
|
20.8K
$607K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-744Closed |
$20.9K - $22.4K
|
0
$0
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-207K- 99.99% |
$5.82M - $6.23M
|
24
$700
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
15.5K+ 4.29% |
$437K - $467K
|
377K
$11M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
31+ 0.43% |
$873 - $934
|
7.29K
$213K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-468- 4.57% |
$13.2K - $14.1K
|
9.78K
$285K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 0.23% |
$51.1K - $54.7K
|
783K
$22.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-7K- 2.15% |
$197K - $211K
|
319K
$9.3M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
85+ 0.16% |
$2.39K - $2.56K
|
52.6K
$1.53M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.26K- 44.69% |
$204K - $219K
|
8.98K
$262K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
282+ 6.01% |
$7.94K - $8.5K
|
4.97K
$145K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.64K- 15.35% |
$46.3K - $49.5K
|
9.06K
$264K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.24KNew |
$232K - $248K
|
8.24K
$240K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 1.15% |
$31.3K - $33.5K
|
95.5K
$2.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 1.6% |
$600K - $643K
|
1.36M
$39.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.6K+ 6.3% |
$438K - $469K
|
263K
$7.66M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.01% |
$253 - $271
|
90.6K
$2.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.07K+ 0.84% |
$30.1K - $32.3K
|
128K
$3.73M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.54M- 2.56% |
$43.4M - $46.5M
|
58.8M
$1.71B
|
|