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 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$84K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 200.0% |
$13.8K - $41.5K
|
750
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
310+ 200.0% |
$8.54K - $25.7K
|
465
$13.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
206+ 200.0% |
$5.67K - $17.1K
|
309
$9.01K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.4KNew |
$396K - $1.19M
|
14.4K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.1K+ 200.0% |
$306K - $922K
|
16.7K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
250+ 200.0% |
$6.89K - $20.8K
|
375
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
262+ 200.0% |
$7.22K - $21.8K
|
393
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
76+ 200.0% |
$2.09K - $6.31K
|
114
$3.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.79K+ 200.0% |
$76.9K - $232K
|
4.19K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
748New |
$20.6K - $62.1K
|
748
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
634+ 200.0% |
$17.5K - $52.6K
|
951
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 200.0% |
$44.1K - $133K
|
2.4K
$70K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$1.1M - $3.32M
|
40K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
453New |
$12.5K - $37.6K
|
453
$13.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
22.4K+ 208.7% |
$617K - $1.86M
|
33.1K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$2.09K - $6.31K
|
76
$2.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
196+ 200.0% |
$5.4K - $16.3K
|
294
$8.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.97K+ 200.0% |
$137K - $413K
|
7.46K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81.6K+ 177.79% |
$2.25M - $6.77M
|
127K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615+ 182.49% |
$16.9K - $51.1K
|
952
$27.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.67KNew |
$45.9K - $139K
|
1.67K
$48.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
882+ 200.0% |
$24.3K - $73.2K
|
1.32K
$38.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
984+ 200.0% |
$27.1K - $81.7K
|
1.48K
$43K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.7K+ 200.0% |
$46.8K - $141K
|
2.55K
$74.4K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
6K+ 200.0% |
$165K - $498K
|
9K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
11.6K+ 200.0% |
$319K - $963K
|
17.4K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
726+ 200.0% |
$20K - $60.3K
|
1.09K
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.49K+ 200.0% |
$234K - $705K
|
12.7K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$138 - $415
|
6
$175
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$39K - $118K
|
2.12K
$61.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
98+ 40.16% |
$2.7K - $8.14K
|
342
$9.97K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$480K - $1.45M
|
17.4K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
19K+ 200.0% |
$522K - $1.57M
|
28.4K
$829K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.44KNew |
$205K - $618K
|
7.44K
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3.41K+ 200.0% |
$93.9K - $283K
|
5.12K
$149K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
203+ 200.99% |
$5.59K - $16.9K
|
304
$8.86K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
36.4K+ 232.67% |
$1M - $3.02M
|
52.1K
$1.52M
|
|