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
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
23.6K+ 15620.53% |
$650K - $1.96M
|
23.7K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
23.5K+ 171.81% |
$647K - $1.95M
|
37.2K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 192.24% |
$647K - $1.95M
|
35.7K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
23.4K+ 200.76% |
$643K - $1.94M
|
35K
$978K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
23.3K+ 190.9% |
$642K - $1.94M
|
35.5K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.3K+ 234.27% |
$641K - $1.93M
|
33.2K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.3K+ 211.27% |
$640K - $1.93M
|
34.3K
$957K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
23.1K+ 200.0% |
$636K - $1.92M
|
34.7K
$968K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 205.25% |
$634K - $1.91M
|
34.2K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23K+ 201.82% |
$633K - $1.91M
|
34.4K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.8K+ 200.0% |
$628K - $1.89M
|
34.2K
$956K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
22.8K+ 193.11% |
$627K - $1.89M
|
34.6K
$966K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22.6K+ 198.5% |
$623K - $1.88M
|
34K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
22.5K+ 200.0% |
$619K - $1.87M
|
33.7K
$942K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22.4K+ 196.75% |
$618K - $1.86M
|
33.8K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
22.4K+ 207.72% |
$617K - $1.86M
|
33.2K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
22.4K+ 208.7% |
$617K - $1.86M
|
33.1K
$925K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.3K+ 207.25% |
$613K - $1.85M
|
33K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.2K+ 190.17% |
$612K - $1.85M
|
33.9K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
22.2KNew |
$611K - $1.84M
|
22.2K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22.1K+ 226.6% |
$608K - $1.83M
|
31.8K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 237.4% |
$607K - $1.83M
|
31.3K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.9K+ 144.12% |
$603K - $1.82M
|
37.1K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
21.8K+ 138.12% |
$600K - $1.81M
|
37.6K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
21.5K+ 134.56% |
$593K - $1.79M
|
37.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3K+ 195.6% |
$587K - $1.77M
|
32.2K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.3K+ 103.02% |
$586K - $1.77M
|
41.9K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.3K+ 191.51% |
$585K - $1.76M
|
32.3K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
21.1K+ 152.55% |
$582K - $1.75M
|
35K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21K+ 367.46% |
$578K - $1.74M
|
26.7K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21K+ 200.65% |
$578K - $1.74M
|
31.4K
$878K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21K+ 182.35% |
$578K - $1.74M
|
32.5K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.9KNew |
$575K - $1.73M
|
20.9K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20.7K+ 192.33% |
$571K - $1.72M
|
31.5K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
20.5KNew |
$565K - $1.7M
|
20.5K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20.5K+ 198.76% |
$565K - $1.7M
|
30.8K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.2K+ 200.06% |
$555K - $1.67M
|
30.2K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20K+ 203.77% |
$551K - $1.66M
|
29.8K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
20K+ 200.0% |
$551K - $1.66M
|
30K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.9K+ 379.79% |
$547K - $1.65M
|
25.1K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19.8K+ 202.08% |
$547K - $1.65M
|
29.7K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
19.8KNew |
$547K - $1.65M
|
19.8K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.8K+ 194.38% |
$545K - $1.64M
|
30K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
19.6K+ 201.04% |
$539K - $1.63M
|
29.3K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19.5K+ 200.05% |
$536K - $1.62M
|
29.2K
$816K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19.3K+ 178.83% |
$531K - $1.6M
|
30K
$839K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19.2K+ 194.73% |
$530K - $1.6M
|
29.1K
$814K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
19.2K+ 211.83% |
$528K - $1.59M
|
28.2K
$788K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
19K+ 200.0% |
$522K - $1.57M
|
28.4K
$795K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.8K+ 201.3% |
$517K - $1.56M
|
28.1K
$785K
|