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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 198.21% |
$513K - $1.55M
|
28K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.5K+ 200.0% |
$509K - $1.54M
|
27.7K
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
18.2K+ 196.75% |
$500K - $1.51M
|
27.4K
$765K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
17.9K+ 205.24% |
$494K - $1.49M
|
26.7K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.9KNew |
$493K - $1.49M
|
17.9K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 225.27% |
$492K - $1.48M
|
25.8K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 199.78% |
$491K - $1.48M
|
26.8K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 425.23% |
$486K - $1.47M
|
21.8K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.6K+ 200.0% |
$485K - $1.46M
|
26.4K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.6K+ 201.97% |
$483K - $1.46M
|
26.2K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
17.5K+ 200.57% |
$482K - $1.45M
|
26.2K
$733K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$480K - $1.45M
|
17.4K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
17.4K+ 190.87% |
$478K - $1.44M
|
26.5K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.2K+ 189.98% |
$473K - $1.43M
|
26.2K
$732K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.2K+ 170.92% |
$473K - $1.43M
|
27.2K
$760K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1K+ 204.44% |
$470K - $1.42M
|
25.4K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
17K+ 196.59% |
$468K - $1.41M
|
25.7K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
16.9K+ 188.45% |
$466K - $1.41M
|
25.9K
$724K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8KNew |
$462K - $1.39M
|
16.8K
$469K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
16.7K+ 200.0% |
$461K - $1.39M
|
25.1K
$702K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16.7K+ 197.48% |
$460K - $1.39M
|
25.2K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
16.6K+ 219.93% |
$458K - $1.38M
|
24.2K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
16.6KNew |
$457K - $1.38M
|
16.6K
$464K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16.4K+ 200.55% |
$452K - $1.36M
|
24.6K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
16.4K+ 200.0% |
$452K - $1.36M
|
24.6K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
16.4KNew |
$451K - $1.36M
|
16.4K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.3K+ 197.65% |
$449K - $1.36M
|
24.6K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.3K+ 201.24% |
$448K - $1.35M
|
24.4K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
16K+ 436.71% |
$442K - $1.33M
|
19.7K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16K+ 200.0% |
$441K - $1.33M
|
24K
$672K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
15.9K+ 199.2% |
$437K - $1.32M
|
23.8K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.8K+ 210.46% |
$435K - $1.31M
|
23.3K
$651K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.7K+ 204.68% |
$433K - $1.3M
|
23.4K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 233.07% |
$432K - $1.3M
|
22.4K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.7K+ 262.31% |
$431K - $1.3M
|
21.6K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15.6K+ 183.28% |
$429K - $1.29M
|
24.1K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15.5K+ 200.36% |
$428K - $1.29M
|
23.3K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
15.4K+ 200.1% |
$423K - $1.28M
|
23K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 44.88% |
$421K - $1.27M
|
49.3K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15.1K+ 196.09% |
$416K - $1.25M
|
22.8K
$637K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
14.7K+ 5.48% |
$404K - $1.22M
|
283K
$7.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
14.7K+ 200.0% |
$404K - $1.22M
|
22K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14.6K+ 208.04% |
$402K - $1.21M
|
21.6K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.6K+ 197.66% |
$402K - $1.21M
|
22K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.5K+ 365.42% |
$400K - $1.21M
|
18.5K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 177.9% |
$398K - $1.2M
|
22.6K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
14.4K+ 183.92% |
$397K - $1.2M
|
22.3K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
14.4K+ 206.95% |
$397K - $1.2M
|
21.4K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.4KNew |
$396K - $1.19M
|
14.4K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
14.3K+ 195.22% |
$395K - $1.19M
|
21.7K
$606K
|