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 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
828+ 200.48% |
$22.8K - $68.8K
|
1.24K
$35.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
250K+ 218.68% |
$6.9M - $20.8M
|
365K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.8KNew |
$77.1K - $232K
|
2.8K
$81K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.71K+ 199.97% |
$185K - $557K
|
10.1K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.99K+ 201.21% |
$110K - $331K
|
5.97K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
96.9K+ 196.02% |
$2.67M - $8.05M
|
146K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 178.61% |
$146K - $439K
|
8.24K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
926K+ 195.3% |
$25.5M - $76.9M
|
1.4M
$40.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.9K+ 144.12% |
$603K - $1.82M
|
37.1K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.9K+ 379.79% |
$547K - $1.65M
|
25.1K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.3K+ 208.61% |
$971K - $2.93M
|
52.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
89.6K+ 209.86% |
$2.47M - $7.44M
|
132K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14.6K+ 208.04% |
$402K - $1.21M
|
21.6K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
634+ 200.0% |
$17.5K - $52.6K
|
951
$27.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 200.0% |
$44.1K - $133K
|
2.4K
$69.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
389K+ 200.65% |
$10.7M - $32.3M
|
582K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.08K+ 200.16% |
$140K - $422K
|
7.61K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.3K+ 191.51% |
$585K - $1.76M
|
32.3K
$936K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.94K+ 178.57% |
$164K - $493K
|
9.27K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.87K+ 209.61% |
$162K - $487K
|
8.67K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.03KNew |
$221K - $667K
|
8.03K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
333K+ 190.51% |
$9.18M - $27.7M
|
508K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
59.5K+ 196.51% |
$1.64M - $4.94M
|
89.8K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.4K+ 215.37% |
$975K - $2.94M
|
51.8K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.3K+ 103.02% |
$586K - $1.77M
|
41.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.95K+ 201.18% |
$136K - $411K
|
7.41K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
23.4K+ 200.76% |
$643K - $1.94M
|
35K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 198.21% |
$513K - $1.55M
|
28K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8KNew |
$462K - $1.39M
|
16.8K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
165K+ 196.65% |
$4.54M - $13.7M
|
249K
$7.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
35.9K+ 201.23% |
$989K - $2.98M
|
53.8K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
196K+ 191.73% |
$5.41M - $16.3M
|
299K
$8.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
65K+ 226.82% |
$1.79M - $5.4M
|
93.6K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
41.1K+ 188.76% |
$1.13M - $3.41M
|
62.8K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
58.8K+ 205.6% |
$1.62M - $4.88M
|
87.4K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.8K+ 194.38% |
$545K - $1.64M
|
30K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
124K+ 146.24% |
$3.4M - $10.3M
|
208K
$6.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
44.9K+ 198.89% |
$1.24M - $3.73M
|
67.5K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328K+ 171.71% |
$9.02M - $27.2M
|
518K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 200.0% |
$42.6K - $129K
|
2.32K
$67.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27K+ 215.24% |
$743K - $2.24M
|
39.5K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
131K+ 185.1% |
$3.6M - $10.8M
|
201K
$5.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.3KNew |
$1.25M - $3.76M
|
45.3K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32.4K+ 207.44% |
$893K - $2.69M
|
48.1K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 206.27% |
$212K - $640K
|
11.4K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$1.1M - $3.32M
|
40K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154K+ 207.38% |
$4.24M - $12.8M
|
228K
$6.6M
|