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
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.4K+ 200.0% |
$314K - $947K
|
17.1K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.1K+ 200.0% |
$306K - $922K
|
16.7K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.93KNew |
$273K - $825K
|
9.93K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.16KNew |
$252K - $760K
|
9.16K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.76K+ 200.0% |
$241K - $727K
|
13.1K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.49K+ 200.0% |
$234K - $705K
|
12.7K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
8.11K+ 199.98% |
$223K - $673K
|
12.2K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.87K+ 239.3% |
$217K - $654K
|
11.2K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$331K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.44KNew |
$205K - $618K
|
7.44K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.29KNew |
$201K - $605K
|
7.29K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$195K - $588K
|
7.08K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.5K+ 196.37% |
$179K - $540K
|
9.81K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
6K+ 200.0% |
$165K - $498K
|
9K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.78K+ 200.0% |
$159K - $480K
|
8.67K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.78K+ 170.49% |
$159K - $480K
|
9.17K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.31K+ 200.0% |
$146K - $441K
|
7.97K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.9K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.89K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
5.25K+ 200.0% |
$145K - $436K
|
7.88K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.12K+ 200.0% |
$141K - $425K
|
7.68K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.1K+ 75.0% |
$140K - $424K
|
11.9K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.98K+ 200.0% |
$137K - $414K
|
7.47K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.97K+ 200.0% |
$137K - $413K
|
7.46K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.83K+ 110.65% |
$105K - $318K
|
7.28K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.62K+ 199.94% |
$99.6K - $300K
|
5.43K
$158K
|
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 620.0% |
$94.8K - $286K
|
4K
$117K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3.41K+ 200.0% |
$93.9K - $283K
|
5.12K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 200.0% |
$79K - $238K
|
4.3K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.79K+ 200.0% |
$76.9K - $232K
|
4.19K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2KNew |
$55.2K - $166K
|
2K
$58.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$84K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.88K+ 209.03% |
$51.6K - $156K
|
2.77K
$80.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.73KNew |
$47.6K - $143K
|
1.73K
$50.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.7K+ 200.0% |
$46.8K - $141K
|
2.55K
$74.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.67KNew |
$45.9K - $139K
|
1.67K
$48.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 200.0% |
$44.1K - $133K
|
2.4K
$70K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$41.6K - $126K
|
1.51K
$44.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$39K - $118K
|
2.12K
$61.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 200.0% |
$38.7K - $117K
|
2.11K
$61.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 200.0% |
$34.3K - $103K
|
1.87K
$54.5K
|
|