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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 8.14% |
$57.8K - $66.1K
|
30K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606New |
$15.5K - $17.7K
|
606
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
456New |
$11.7K - $13.3K
|
456
$13.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
171New |
$4.37K - $5K
|
171
$4.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
168New |
$4.3K - $4.91K
|
168
$4.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
123New |
$3.15K - $3.6K
|
123
$3.59K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
108New |
$2.76K - $3.16K
|
108
$3.15K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$2.61K - $2.98K
|
102
$2.97K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$1.69K - $1.93K
|
66
$1.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
63+ 0.33% |
$1.61K - $1.84K
|
19.4K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
45+ 0.3% |
$1.15K - $1.32K
|
15K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40New |
$1.02K - $1.17K
|
40
$1.17K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
21+ 0.16% |
$537 - $614
|
12.8K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 12.99% |
$512 - $585
|
174
$5.07K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$25.6 - $29.2
|
1.28K
$37.4K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196K+ 192.05% |
$5.4M - $16.3M
|
298K
$8.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
113K+ 153.71% |
$3.1M - $9.35M
|
186K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
90.6K+ 198.48% |
$2.49M - $7.52M
|
136K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81.6K+ 177.79% |
$2.25M - $6.77M
|
127K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
56K+ 200.0% |
$1.54M - $4.65M
|
84K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45.9K+ 218.29% |
$1.26M - $3.81M
|
67K
$1.95M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
42.1KNew |
$1.16M - $3.5M
|
42.1K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$1.1M - $3.32M
|
40K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
39K+ 200.0% |
$1.07M - $3.24M
|
58.4K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
37K+ 200.0% |
$1.02M - $3.08M
|
55.6K
$1.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
36.4K+ 232.67% |
$1M - $3.02M
|
52.1K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6K+ 242.92% |
$980K - $2.95M
|
50.2K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.9KNew |
$878K - $2.65M
|
31.9K
$929K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
25K+ 200.0% |
$689K - $2.08M
|
37.5K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
23.1K+ 200.0% |
$636K - $1.92M
|
34.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.8K+ 200.0% |
$628K - $1.89M
|
34.2K
$997K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
22.4K+ 208.7% |
$617K - $1.86M
|
33.1K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
20K+ 200.0% |
$551K - $1.66M
|
30K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
19.8KNew |
$547K - $1.65M
|
19.8K
$579K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
19K+ 200.0% |
$522K - $1.57M
|
28.4K
$829K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.9KNew |
$493K - $1.49M
|
17.9K
$522K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$480K - $1.45M
|
17.4K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
16K+ 436.71% |
$442K - $1.33M
|
19.7K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
14.7K+ 200.0% |
$404K - $1.22M
|
22K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.4KNew |
$396K - $1.19M
|
14.4K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$593K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
12.5KNew |
$343K - $1.03M
|
12.5K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.7K+ 184.59% |
$323K - $973K
|
18.1K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.7K+ 133.79% |
$321K - $969K
|
20.4K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
11.6K+ 200.0% |
$319K - $963K
|
17.4K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 199.26% |
$318K - $960K
|
17.4K
$506K
|
|