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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.86M+ 2708.34% |
$52.2M - $55.9M
|
1.92M
$56.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
828K+ 46.66% |
$23.3M - $24.9M
|
2.6M
$75.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
569K+ 6.79% |
$16M - $17.1M
|
8.94M
$261M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
556K+ 5.87% |
$15.6M - $16.7M
|
10M
$292M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
490K+ 87.46% |
$13.8M - $14.8M
|
1.05M
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
293K+ 1086.51% |
$8.24M - $8.82M
|
320K
$9.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
257K+ 11.32% |
$7.24M - $7.75M
|
2.53M
$73.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
238K+ 274.56% |
$6.69M - $7.16M
|
324K
$9.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 67.29% |
$6.65M - $7.12M
|
587K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201K+ 1.96% |
$5.66M - $6.05M
|
10.5M
$305M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 1.88% |
$5.6M - $5.99M
|
10.8M
$314M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$4.95M - $5.3M
|
176K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
129KNew |
$3.64M - $3.89M
|
129K
$3.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
120K+ 139.31% |
$3.37M - $3.61M
|
206K
$5.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$3.06M - $3.27M
|
109K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
106K+ 8.25% |
$3M - $3.21M
|
1.4M
$40.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
106K+ 38.36% |
$2.97M - $3.18M
|
381K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
100K+ 16.79% |
$2.82M - $3.02M
|
696K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92.3K+ 14.39% |
$2.6M - $2.78M
|
734K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
84.7KNew |
$2.38M - $2.55M
|
84.7K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78.2K+ 10.02% |
$2.2M - $2.36M
|
859K
$25M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
76.3K+ 350.39% |
$2.15M - $2.3M
|
98.1K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
70.7K+ 16.4% |
$1.99M - $2.13M
|
502K
$14.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
69.1KNew |
$1.95M - $2.08M
|
69.1K
$2.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64.1K+ 17.14% |
$1.81M - $1.93M
|
438K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61.5K+ 108.37% |
$1.73M - $1.85M
|
118K
$3.45M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
53.3K+ 2669.27% |
$1.5M - $1.6M
|
55.2K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.3K+ 40.71% |
$1.42M - $1.52M
|
174K
$5.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
42.4K+ 10.31% |
$1.19M - $1.28M
|
454K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.6K+ 157.03% |
$1.14M - $1.22M
|
66.5K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36.8K+ 7.39% |
$1.03M - $1.11M
|
534K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32.9K+ 17.17% |
$928K - $993K
|
225K
$6.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
31.1K+ 9.94% |
$876K - $938K
|
344K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
29.7K+ 8.14% |
$836K - $895K
|
394K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.7K+ 1.39% |
$835K - $893K
|
2.17M
$63.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
28.4KNew |
$799K - $855K
|
28.4K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
27KNew |
$760K - $813K
|
27K
$787K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
26.3K+ 3.85% |
$739K - $791K
|
708K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
25.3KNew |
$711K - $761K
|
25.3K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25.1K+ 2.96% |
$708K - $758K
|
874K
$25.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
25.1K+ 6.44% |
$706K - $756K
|
415K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24.8KNew |
$698K - $747K
|
24.8K
$723K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.5KNew |
$691K - $739K
|
24.5K
$716K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
23.3KNew |
$656K - $702K
|
23.3K
$679K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$677K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$676K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.8K+ 0.55% |
$642K - $687K
|
4.2M
$123M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
22.5K+ 570.52% |
$634K - $679K
|
26.5K
$772K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 1.6% |
$600K - $643K
|
1.36M
$39.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 85.77% |
$596K - $638K
|
45.9K
$1.34M
|
|