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 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88K+ 18.83% |
$79.3K - $239K
|
18.2K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
61.8KNew |
$1.7M - $5.13M
|
61.8K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169K+ 191.67% |
$4.66M - $14.1M
|
258K
$6.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36M+ 187.7% |
$37.6M - $113M
|
2.09M
$54.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 198.64% |
$702K - $2.12M
|
38.3K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
165K+ 204.06% |
$4.55M - $13.7M
|
246K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
22.4K+ 207.72% |
$617K - $1.86M
|
33.2K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
257+ 81.85% |
$7.08K - $21.3K
|
571
$14.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.6K+ 213.45% |
$1.56M - $4.7M
|
83.1K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
496+ 200.0% |
$13.7K - $41.2K
|
744
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.2K+ 170.92% |
$473K - $1.43M
|
27.2K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
208K+ 202.82% |
$5.72M - $17.2M
|
310K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.83K+ 162.87% |
$161K - $484K
|
9.41K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
27.3K+ 200.0% |
$753K - $2.27M
|
41K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
166+ 200.0% |
$4.57K - $13.8K
|
249
$6.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 225.27% |
$492K - $1.48M
|
25.8K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.7K+ 262.31% |
$431K - $1.3M
|
21.6K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.8K+ 214.08% |
$187K - $564K
|
9.97K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
25K+ 200.0% |
$689K - $2.08M
|
37.5K
$981K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
249K+ 197.65% |
$6.87M - $20.7M
|
376K
$9.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
84.2K+ 203.3% |
$2.32M - $6.99M
|
126K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
26.6K+ 173.91% |
$732K - $2.21M
|
41.9K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
42.1K+ 181.65% |
$1.16M - $3.5M
|
65.3K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.5K+ 186.37% |
$895K - $2.7M
|
49.9K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
434+ 200.0% |
$12K - $36K
|
651
$17K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
84K+ 203.97% |
$2.31M - $6.97M
|
125K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20.7K+ 192.33% |
$571K - $1.72M
|
31.5K
$824K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
40.3K+ 195.88% |
$1.11M - $3.35M
|
60.9K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
74.5K+ 201.01% |
$2.05M - $6.19M
|
112K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.2K+ 190.17% |
$612K - $1.85M
|
33.9K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
164KNew |
$4.51M - $13.6M
|
164K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12.5K+ 203.08% |
$346K - $1.04M
|
18.7K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
91K+ 215.49% |
$2.51M - $7.56M
|
133K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
19.6K+ 201.04% |
$539K - $1.63M
|
29.3K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 183.28% |
$429K - $1.29M
|
24.1K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
118KNew |
$3.25M - $9.8M
|
118K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
14.7K+ 200.0% |
$404K - $1.22M
|
22K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.5K+ 179.25% |
$290K - $876K
|
16.4K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.3K+ 180.65% |
$393K - $1.18M
|
22.2K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
133K+ 275.8% |
$3.67M - $11.1M
|
182K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
263K+ 192.25% |
$7.25M - $21.9M
|
400K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
286K+ 176.57% |
$7.87M - $23.7M
|
448K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.84M+ 244.04% |
$50.6M - $153M
|
2.59M
$67.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26.6K+ 197.44% |
$732K - $2.21M
|
40.1K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
622+ 200.0% |
$17.1K - $51.7K
|
933
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38.6K+ 196.97% |
$1.06M - $3.21M
|
58.2K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43.7K+ 200.0% |
$1.2M - $3.63M
|
65.6K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$72.2K - $218K
|
2.62K
$68.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.5M+ 129.09% |
$922M - $2.78B
|
59.4M
$1.55B
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.4K+ 200.11% |
$149K - $448K
|
8.09K
$212K
|