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 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
14.3K+ 189.3% |
$393K - $1.18M
|
21.8K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.3K+ 180.65% |
$393K - $1.18M
|
22.2K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14.1K+ 200.34% |
$389K - $1.17M
|
21.2K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.1K+ 200.06% |
$388K - $1.17M
|
21.1K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
14.1K+ 142.77% |
$388K - $1.17M
|
23.9K
$669K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.1K+ 177.48% |
$388K - $1.17M
|
22K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
14K+ 199.56% |
$386K - $1.16M
|
21K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14K+ 562.78% |
$385K - $1.16M
|
16.5K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14K+ 200.65% |
$385K - $1.16M
|
20.9K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.6KNew |
$375K - $1.13M
|
13.6K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
13.6K+ 200.0% |
$373K - $1.13M
|
20.3K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
13.5K+ 193.33% |
$371K - $1.12M
|
20.4K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$370K - $1.11M
|
13.4K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.4K+ 157.66% |
$368K - $1.11M
|
21.8K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.2K+ 220.1% |
$364K - $1.1M
|
19.2K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
13K+ 197.43% |
$359K - $1.08M
|
19.6K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13KNew |
$358K - $1.08M
|
13K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.9K+ 182.24% |
$354K - $1.07M
|
19.9K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
12.9K+ 199.43% |
$354K - $1.07M
|
19.3K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
12.6K+ 205.47% |
$347K - $1.05M
|
18.7K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
12.6K+ 152.36% |
$346K - $1.04M
|
20.8K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12.5K+ 203.08% |
$346K - $1.04M
|
18.7K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12.4K+ 200.0% |
$340K - $1.03M
|
18.5K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.4K+ 199.23% |
$340K - $1.03M
|
18.6K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 198.66% |
$340K - $1.03M
|
18.6K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
12.3K+ 205.93% |
$338K - $1.02M
|
18.2K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
12.2KNew |
$337K - $1.02M
|
12.2K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
12.2K+ 193.78% |
$336K - $1.01M
|
18.5K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2K+ 238.84% |
$335K - $1.01M
|
17.3K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
12.1K+ 200.5% |
$334K - $1.01M
|
18.2K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.1K+ 226.91% |
$334K - $1.01M
|
17.5K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
12K+ 201.24% |
$331K - $999K
|
18K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12K+ 2.74% |
$329K - $993K
|
449K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 169.27% |
$329K - $991K
|
19K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.7K+ 201.23% |
$323K - $975K
|
17.6K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.7K+ 184.59% |
$323K - $973K
|
18.1K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.7K+ 133.79% |
$321K - $969K
|
20.4K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
11.6K+ 200.0% |
$319K - $963K
|
17.4K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 199.26% |
$318K - $960K
|
17.4K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
11.4K+ 161.05% |
$315K - $948K
|
18.5K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.4K+ 200.0% |
$314K - $947K
|
17.1K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
11.2K+ 200.29% |
$309K - $932K
|
16.8K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11.2K+ 197.61% |
$308K - $928K
|
16.8K
$470K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1KNew |
$307K - $925K
|
11.1K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.1K+ 198.22% |
$307K - $925K
|
16.8K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.1K+ 93.33% |
$307K - $924K
|
23.1K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.1K+ 200.0% |
$306K - $922K
|
16.7K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
11.1KNew |
$306K - $922K
|
11.1K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
10.9KNew |
$300K - $904K
|
10.9K
$304K
|