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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38+ 200.0% |
$1.05K - $3.16K
|
57
$1.66K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.55K - $3.91K
|
47
$1.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
145+ 2.31% |
$10.9K - $12.1K
|
6.44K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.53K+ 42.8% |
$266K - $293K
|
11.8K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.7KNew |
$430K - $474K
|
5.7K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
203+ 1.92% |
$15.3K - $16.9K
|
10.8K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$72.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 11.39% |
$84K - $92.6K
|
10.9K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$18.9K - $20.8K
|
250
$7.29K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.85KNew |
$290K - $320K
|
3.85K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 6.54% |
$81.6K - $89.9K
|
17.6K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$264K - $291K
|
3.5K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$121K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$81.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
981+ 12.29% |
$74K - $81.6K
|
8.96K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.92K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$467
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
906+ 2.06% |
$68.4K - $75.4K
|
44.9K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.8% |
$151 - $166
|
251
$7.32K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
196+ 2.95% |
$14.8K - $16.3K
|
6.83K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.52KNew |
$341K - $376K
|
4.52K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.9KNew |
$219K - $241K
|
2.9K
$84.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 1.64% |
$1.13K - $1.25K
|
931
$27.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.32KNew |
$99.6K - $110K
|
1.32K
$38.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$71.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.24K+ 5.6% |
$698K - $769K
|
174K
$5.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 2.25% |
$1.09M - $1.21M
|
660K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
187New |
$14.1K - $15.6K
|
187
$5.45K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$157K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$75.5 - $83.2
|
1.3K
$38K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$832K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.36KNew |
$253K - $279K
|
3.36K
$97.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.8K+ 28.34% |
$1.12M - $1.23M
|
67.1K
$1.96M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.47K- 25.91% |
$414K - $444K
|
15.6K
$456K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.62KNew |
$274K - $294K
|
3.62K
$106K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.13KClosed |
$85.5K - $91.7K
|
0
$0
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.39KNew |
$332K - $356K
|
4.39K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
160+ 71.75% |
$12.1K - $13K
|
383
$11.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 1.88% |
$140K - $151K
|
96.5K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.3KNew |
$98.4K - $106K
|
1.3K
$37.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.21K- 2.34% |
$167K - $179K
|
92.1K
$2.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 3.9% |
$15.1K - $16.2K
|
4.91K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.51KNew |
$341K - $366K
|
4.51K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|