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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.2KNew |
$312K - $356K
|
12.2K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.78K+ 32.98% |
$71K - $81.1K
|
11.2K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.69KNew |
$197K - $225K
|
7.69K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
168New |
$4.3K - $4.91K
|
168
$4.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.94K- 19.82% |
$49.7K - $56.8K
|
7.86K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-905- 6.09% |
$23.1K - $26.5K
|
14K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
12.4K+ 200.0% |
$317K - $363K
|
18.6K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.48K- 67.41% |
$88.9K - $102K
|
1.68K
$49K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.23K+ 71.88% |
$159K - $182K
|
14.9K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-18.5K- 52.15% |
$474K - $541K
|
17K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.8K- 29.09% |
$712K - $814K
|
67.8K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 12.99% |
$512 - $585
|
174
$5.07K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-180- 1.86% |
$4.6K - $5.26K
|
9.51K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-1.57K- 14.58% |
$40.2K - $46K
|
9.21K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$632K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 27.5% |
$65K - $74.3K
|
11.8K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.06K- 5.39% |
$155K - $177K
|
106K
$3.1M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
12.5KNew |
$343K - $1.03M
|
12.5K
$363K
|
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 620.0% |
$94.8K - $286K
|
4K
$117K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
58+ 200.0% |
$1.6K - $4.82K
|
87
$2.54K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.49KClosed |
$68.4K - $206K
|
0
$0
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
42.1KNew |
$1.16M - $3.5M
|
42.1K
$1.23M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$193 - $581
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.98K+ 200.0% |
$137K - $414K
|
7.47K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.1K+ 75.0% |
$140K - $424K
|
11.9K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 200.0% |
$1.49K - $4.48K
|
81
$2.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
842+ 180.3% |
$23.2K - $69.9K
|
1.31K
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-3.35K- 21.67% |
$92.1K - $278K
|
12.1K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
20K+ 200.0% |
$551K - $1.66M
|
30K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.73KNew |
$47.6K - $143K
|
1.73K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.87K+ 239.3% |
$217K - $654K
|
11.2K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.8K+ 200.0% |
$628K - $1.89M
|
34.2K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.9K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 200.0% |
$79K - $238K
|
4.3K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.83K+ 110.65% |
$105K - $318K
|
7.28K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
39K+ 200.0% |
$1.07M - $3.24M
|
58.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$195K - $588K
|
7.08K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
82New |
$2.26K - $6.81K
|
82
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 200.0% |
$34.3K - $103K
|
1.87K
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
264+ 200.0% |
$7.27K - $21.9K
|
396
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
16K+ 436.71% |
$442K - $1.33M
|
19.7K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
320+ 200.0% |
$8.81K - $26.6K
|
480
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.88K+ 209.03% |
$51.6K - $156K
|
2.77K
$80.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.4K+ 200.0% |
$314K - $947K
|
17.1K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.9KNew |
$878K - $2.65M
|
31.9K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 199.26% |
$318K - $960K
|
17.4K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196K+ 192.05% |
$5.4M - $16.3M
|
298K
$8.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.78K+ 170.49% |
$159K - $480K
|
9.17K
$267K
|
|