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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.87K+ 239.3% |
$217K - $654K
|
11.2K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57K+ 388.77% |
$1.57M - $4.73M
|
71.6K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
70.7K+ 199.68% |
$1.95M - $5.87M
|
106K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.86M+ 192.21% |
$78.7M - $237M
|
4.34M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.8K+ 210.46% |
$435K - $1.31M
|
23.3K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25K+ 221.79% |
$61.9K - $187K
|
3.26K
$85.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
52.1K+ 188.63% |
$1.43M - $4.33M
|
79.7K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.32K+ 36.18% |
$63.9K - $193K
|
8.73K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14K+ 562.78% |
$385K - $1.16M
|
16.5K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.42K+ 200.0% |
$149K - $450K
|
8.12K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.07M+ 190.02% |
$29.6M - $89.2M
|
1.64M
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
202K+ 211.87% |
$5.57M - $16.8M
|
298K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.82K+ 331.73% |
$77.7K - $234K
|
3.67K
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.8K+ 200.0% |
$628K - $1.89M
|
34.2K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.3K+ 224.7% |
$2.6M - $7.83M
|
136K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.9K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 229.98% |
$2.82M - $8.5M
|
147K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.02K+ 200.0% |
$111K - $333K
|
6.02K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39M+ 189.37% |
$38.3M - $116M
|
2.13M
$55.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
86.2K+ 224.76% |
$2.37M - $7.16M
|
125K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
12.6K+ 152.36% |
$346K - $1.04M
|
20.8K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.89K+ 200.0% |
$135K - $406K
|
7.34K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
46.7KNew |
$1.29M - $3.88M
|
46.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$34.3K - $103K
|
1.25K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8M+ 190.87% |
$517M - $1.56B
|
28.6M
$748M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
855+ 200.23% |
$23.5K - $71K
|
1.28K
$33.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 200.0% |
$79K - $238K
|
4.3K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.88K+ 295.87% |
$244K - $737K
|
11.9K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.78KNew |
$242K - $729K
|
8.78K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
229K+ 204.51% |
$6.31M - $19M
|
341K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
304K+ 206.9% |
$8.37M - $25.2M
|
451K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.83K+ 110.65% |
$105K - $318K
|
7.28K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
39K+ 200.0% |
$1.07M - $3.24M
|
58.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
49.7K+ 201.23% |
$1.37M - $4.13M
|
74.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.13K+ 154.69% |
$251K - $758K
|
15K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
48.9K+ 113.83% |
$1.35M - $4.06M
|
91.8K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
51.3K+ 230.4% |
$1.41M - $4.26M
|
73.6K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
423+ 200.47% |
$11.6K - $35.1K
|
634
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
56.3K+ 133.42% |
$1.55M - $4.67M
|
98.4K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
23.8KNew |
$655K - $1.98M
|
23.8K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
298KNew |
$8.2M - $24.7M
|
298K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
86.6KNew |
$2.38M - $7.19M
|
86.6K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$195K - $588K
|
7.08K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
82New |
$2.26K - $6.81K
|
82
$2.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
20.5KNew |
$565K - $1.7M
|
20.5K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713K+ 208.43% |
$19.6M - $59.2M
|
1.06M
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63.6K+ 192.28% |
$1.75M - $5.28M
|
96.7K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 322.06% |
$279K - $841K
|
13.3K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
350K+ 189.53% |
$9.63M - $29M
|
534K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.84K+ 200.0% |
$133K - $402K
|
7.26K
$190K
|