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
|
Firestone Capital Management
|
BUY
|
- |
8.99K+ 217.78% |
$248K - $747K
|
13.1K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
35.7K+ 200.0% |
$984K - $2.97M
|
53.6K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-209K- 11.55% |
$5.76M - $17.4M
|
1.6M
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
67.1K+ 200.41% |
$1.85M - $5.57M
|
101K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 200.0% |
$34.3K - $103K
|
1.87K
$48.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
163K+ 201.58% |
$4.48M - $13.5M
|
244K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.4K+ 200.0% |
$176K - $532K
|
9.61K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.65% |
$315K - $951K
|
6.54K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.8K+ 163.64% |
$49.6K - $149K
|
2.9K
$75.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27.1KNew |
$746K - $2.25M
|
27.1K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
53KNew |
$1.46M - $4.4M
|
53K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7K+ 162.54% |
$651K - $1.96M
|
38.2K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-528- 5.11% |
$14.5K - $43.8K
|
9.8K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.65K+ 196.94% |
$266K - $801K
|
14.6K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.9K+ 203.98% |
$686K - $2.07M
|
37.1K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2New |
$55.1 - $166
|
2
$52.3
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
27.2KNew |
$750K - $2.26M
|
27.2K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
106K+ 187.18% |
$2.91M - $8.78M
|
162K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
264+ 200.0% |
$7.27K - $21.9K
|
396
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14.1K+ 200.34% |
$389K - $1.17M
|
21.2K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.3K+ 234.27% |
$641K - $1.93M
|
33.2K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.05K+ 136.42% |
$28.8K - $86.8K
|
1.81K
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
16K+ 436.71% |
$442K - $1.33M
|
19.7K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
320+ 200.0% |
$8.81K - $26.6K
|
480
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
502KNew |
$13.8M - $41.7M
|
502K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
424+ 6057.14% |
$11.7K - $35.2K
|
431
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.9K+ 255.59% |
$273K - $822K
|
13.8K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
14.3K+ 189.3% |
$393K - $1.18M
|
21.8K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.47K+ 200.0% |
$95.6K - $288K
|
5.21K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45M+ 196.47% |
$123M - $369M
|
6.71M
$176M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.1KNew |
$1.82M - $5.49M
|
66.1K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
145+ 201.39% |
$3.99K - $12K
|
217
$5.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
23.5K+ 171.81% |
$647K - $1.95M
|
37.2K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
15.4K+ 200.1% |
$423K - $1.28M
|
23K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$183K - $552K
|
6.65K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
258K+ 200.62% |
$7.09M - $21.4M
|
386K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
12.2KNew |
$337K - $1.02M
|
12.2K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60.4K+ 201.28% |
$1.66M - $5.02M
|
90.4K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
21.1K+ 152.55% |
$582K - $1.75M
|
35K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.67K+ 200.69% |
$239K - $720K
|
13K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
27.6K+ 205.66% |
$759K - $2.29M
|
41K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
136K+ 215.72% |
$3.73M - $11.3M
|
198K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
62.1K+ 193.33% |
$1.71M - $5.16M
|
94.3K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.88K+ 209.03% |
$51.6K - $156K
|
2.77K
$72.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
28K+ 237.27% |
$771K - $2.33M
|
39.8K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.4K+ 200.0% |
$314K - $947K
|
17.1K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.9KNew |
$878K - $2.65M
|
31.9K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 199.26% |
$318K - $960K
|
17.4K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
17.4K+ 190.87% |
$478K - $1.44M
|
26.5K
$693K
|