Latest Institutional Purchases of Schwab Strategic U.S. Mid Cap (SCHM)
This list provides information on the latest institutional transactions involving Schwab Strategic U.S. Mid Cap (SCHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8M+ 190.87% |
$517M - $1.56B
|
28.6M
$748M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82M+ 209.29% |
$188M - $566M
|
10.1M
$264M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.21M+ 219.8% |
$144M - $433M
|
7.58M
$198M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45M+ 196.47% |
$123M - $369M
|
6.71M
$176M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.02M+ 194.7% |
$111M - $334M
|
6.09M
$159M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78M+ 195.32% |
$104M - $314M
|
5.72M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.86M+ 192.21% |
$78.7M - $237M
|
4.34M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.8M+ 203.94% |
$77.2M - $233M
|
4.18M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42MNew |
$66.6M - $201M
|
2.42M
$63.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.23M+ 201.19% |
$61.5M - $186M
|
3.35M
$87.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.91M+ 196.85% |
$52.6M - $159M
|
2.88M
$75.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.84M+ 244.04% |
$50.6M - $153M
|
2.59M
$67.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45M+ 205.81% |
$40.1M - $121M
|
2.16M
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39M+ 189.37% |
$38.3M - $116M
|
2.13M
$55.7M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.28M+ 194.91% |
$35.3M - $106M
|
1.94M
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.26M+ 303.64% |
$34.6M - $104M
|
1.67M
$43.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1M+ 188.59% |
$30.3M - $91.5M
|
1.69M
$44.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 202.09% |
$30M - $90.6M
|
1.63M
$42.7M
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.03M+ 209.92% |
$28.3M - $85.3M
|
1.52M
$39.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
996K+ 215.34% |
$27.4M - $82.7M
|
1.46M
$38.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
979K+ 315.03% |
$27M - $81.3M
|
1.29M
$33.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
926K+ 195.3% |
$25.5M - $76.9M
|
1.4M
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
898K+ 156.72% |
$24.7M - $74.6M
|
1.47M
$38.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
833K+ 209.62% |
$22.9M - $69.1M
|
1.23M
$32.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
758K+ 215.88% |
$20.9M - $63M
|
1.11M
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
720K+ 211.13% |
$19.8M - $59.8M
|
1.06M
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713K+ 208.43% |
$19.6M - $59.2M
|
1.06M
$27.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
687K+ 202.49% |
$18.9M - $57.1M
|
1.03M
$26.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
687K+ 200.74% |
$18.9M - $57.1M
|
1.03M
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
655K+ 172.75% |
$18M - $54.4M
|
1.03M
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
640K+ 253.45% |
$17.6M - $53.2M
|
893K
$23.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$24.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
602K+ 194.39% |
$16.6M - $50M
|
911K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
570K+ 650.19% |
$15.7M - $47.3M
|
657K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
556K+ 201.18% |
$15.3M - $46.1M
|
832K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
544K+ 763.02% |
$15M - $45.2M
|
615K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
527K+ 179.07% |
$14.5M - $43.7M
|
821K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
516K+ 203.78% |
$14.2M - $42.9M
|
770K
$20.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
516K+ 197.11% |
$14.2M - $42.8M
|
777K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
502KNew |
$13.8M - $41.7M
|
502K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
467K+ 197.34% |
$12.9M - $38.8M
|
704K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
455K+ 213.47% |
$12.5M - $37.8M
|
669K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436K+ 209.24% |
$12M - $36.2M
|
645K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
435K+ 181.51% |
$12M - $36.1M
|
674K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
428K+ 200.15% |
$11.8M - $35.5M
|
642K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
428KNew |
$11.8M - $35.5M
|
428K
$11.2M
|