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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
740KNew |
$21.4M - $22.3M
|
740K
$21.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
74.2KNew |
$2.14M - $2.24M
|
74.2K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
66.9K+ 27.97% |
$1.93M - $2.02M
|
306K
$8.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
66.7K+ 133.06% |
$1.93M - $2.01M
|
117K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
64.9KNew |
$1.88M - $1.96M
|
64.9K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 1.79% |
$1.52M - $1.58M
|
2.98M
$86.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
44.2K+ 19.65% |
$1.28M - $1.33M
|
269K
$7.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
38.4KNew |
$1.11M - $1.16M
|
38.4K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.5K+ 17.8% |
$1.06M - $1.1M
|
242K
$7.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
30.5KNew |
$881K - $920K
|
30.5K
$889K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
19.1K+ 3.0% |
$552K - $577K
|
657K
$19.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 0.27% |
$444K - $463K
|
5.75M
$168M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14.3K+ 3.58% |
$412K - $430K
|
412K
$12M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$316K - $330K
|
10.9K
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10.7K+ 6.09% |
$309K - $322K
|
186K
$5.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
9.83KNew |
$284K - $297K
|
9.83K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.03K+ 5.19% |
$261K - $272K
|
183K
$5.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
8.63K+ 3.37% |
$249K - $260K
|
264K
$7.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.4K+ 58.56% |
$243K - $254K
|
22.8K
$663K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.02K+ 96.02% |
$232K - $242K
|
16.4K
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.64K+ 2.22% |
$221K - $231K
|
352K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.52K+ 1.12% |
$217K - $227K
|
680K
$19.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
7.51KNew |
$217K - $226K
|
7.51K
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.15K+ 1.15% |
$207K - $216K
|
627K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.68KNew |
$193K - $201K
|
6.68K
$195K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.09K+ 24.47% |
$176K - $184K
|
31K
$904K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.76K+ 2.0% |
$166K - $174K
|
293K
$8.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.42KNew |
$128K - $133K
|
4.42K
$129K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.64K+ 0.86% |
$76.2K - $79.5K
|
307K
$8.96M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.21K+ 2.49% |
$63.9K - $66.7K
|
91K
$2.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.16K+ 14.06% |
$62.4K - $65.2K
|
17.5K
$511K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.12K+ 2.72% |
$61.4K - $64.1K
|
80.3K
$2.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.72K+ 0.51% |
$49.8K - $52K
|
337K
$9.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31K+ 30.14% |
$38K - $39.6K
|
5.67K
$165K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.09K+ 21.3% |
$31.4K - $32.8K
|
6.2K
$181K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.05KNew |
$30.3K - $31.7K
|
1.05K
$30.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.03K+ 1.93% |
$29.9K - $31.2K
|
54.7K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 8.46% |
$29.6K - $30.9K
|
13.1K
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
981+ 0.69% |
$28.4K - $29.6K
|
143K
$4.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
981+ 1.74% |
$28.4K - $29.6K
|
57.4K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
967+ 6.01% |
$27.9K - $29.2K
|
17.1K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
744+ 4.68% |
$21.5K - $22.4K
|
16.7K
$486K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
648+ 2.47% |
$18.7K - $19.6K
|
26.9K
$785K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
643+ 0.73% |
$18.6K - $19.4K
|
88.2K
$2.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
494+ 0.72% |
$14.3K - $14.9K
|
69.3K
$2.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
443+ 0.07% |
$12.8K - $13.4K
|
635K
$18.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
391+ 1.06% |
$11.3K - $11.8K
|
37.4K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
355+ 4.31% |
$10.3K - $10.7K
|
8.59K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.56% |
$10.2K - $10.6K
|
22.9K
$667K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
212+ 0.62% |
$6.13K - $6.4K
|
34.1K
$996K
|
|