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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
924KNew |
$23.6M - $27M
|
924K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
143K+ 170.87% |
$3.67M - $4.19M
|
227K
$5.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113KNew |
$2.89M - $3.31M
|
113K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.4K+ 39.25% |
$2.54M - $2.91M
|
353K
$8.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38K+ 2.51% |
$973K - $1.11M
|
1.55M
$38.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
21.5K+ 4.22% |
$550K - $629K
|
531K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15.7K+ 5.4% |
$402K - $460K
|
307K
$7.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.6K+ 28.53% |
$374K - $428K
|
65.9K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.9K+ 130.13% |
$357K - $408K
|
24.7K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.4K+ 5.13% |
$343K - $393K
|
275K
$6.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 47.04% |
$262K - $300K
|
32K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.16K+ 96.54% |
$234K - $268K
|
18.6K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.62K+ 8.4% |
$195K - $223K
|
98.4K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.61K+ 1.22% |
$195K - $223K
|
631K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.23K+ 71.88% |
$159K - $182K
|
14.9K
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.91K+ 1.17% |
$151K - $173K
|
512K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.68K+ 7.75% |
$145K - $166K
|
79K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.39K+ 11.96% |
$138K - $157K
|
50.4K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 1.72% |
$137K - $157K
|
316K
$7.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.28K+ 3.98% |
$135K - $154K
|
138K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.1K+ 3.2% |
$130K - $149K
|
165K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.28K+ 3.07% |
$110K - $125K
|
144K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.18K+ 16.99% |
$107K - $122K
|
28.8K
$705K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.85K+ 4.17% |
$98.4K - $112K
|
96K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.99KNew |
$76.5K - $87.4K
|
2.99K
$73.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$69.8K - $79.8K
|
2.73K
$66.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 27.5% |
$65K - $74.3K
|
11.8K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.92K+ 2.2% |
$49.1K - $56.2K
|
89.3K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.73K+ 0.57% |
$44.3K - $50.6K
|
304K
$7.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.49K+ 71.33% |
$38.1K - $43.5K
|
3.57K
$87.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.4K+ 2.69% |
$35.7K - $40.8K
|
53.2K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 6.92% |
$33.6K - $38.4K
|
20.3K
$497K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.15K+ 40.25% |
$29.4K - $33.6K
|
4K
$98K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.04K+ 3.27% |
$26.6K - $30.4K
|
32.8K
$804K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
867+ 2.53% |
$22.2K - $25.4K
|
35.1K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
864+ 2.91% |
$22.1K - $25.3K
|
30.5K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
828+ 3.94% |
$21.2K - $24.2K
|
21.9K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
815+ 0.37% |
$20.8K - $23.8K
|
223K
$5.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
753New |
$19.3K - $22K
|
753
$18.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
611New |
$15.6K - $17.9K
|
611
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
458+ 0.09% |
$11.7K - $13.4K
|
483K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
347+ 2.32% |
$8.88K - $10.1K
|
15.3K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
301+ 0.74% |
$7.7K - $8.8K
|
40.8K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
299+ 0.13% |
$7.65K - $8.74K
|
236K
$5.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
236+ 0.17% |
$6.04K - $6.9K
|
138K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 3.31% |
$5.96K - $6.81K
|
7.27K
$178K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
217+ 1.99% |
$5.55K - $6.35K
|
11.1K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
197+ 0.42% |
$5.04K - $5.76K
|
47K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
196+ 0.54% |
$5.01K - $5.73K
|
36.8K
$901K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
182+ 0.74% |
$4.66K - $5.32K
|
24.8K
$607K
|