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 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 200.0% |
$30.3K - $91.3K
|
1.65K
$48.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$29.7K - $89.4K
|
1.08K
$31.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 181.08% |
$27.7K - $83.5K
|
1.56K
$45.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
984+ 200.0% |
$27.1K - $81.7K
|
1.48K
$43K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
882+ 200.0% |
$24.3K - $73.2K
|
1.32K
$38.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
842+ 180.3% |
$23.2K - $69.9K
|
1.31K
$38.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
748New |
$20.6K - $62.1K
|
748
$21.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
726+ 200.0% |
$20K - $60.3K
|
1.09K
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
700+ 200.0% |
$19.3K - $58.1K
|
1.05K
$30.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
651New |
$17.9K - $54.1K
|
651
$19K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
634+ 200.0% |
$17.5K - $52.6K
|
951
$27.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
622+ 200.0% |
$17.1K - $51.7K
|
933
$27.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615+ 182.49% |
$16.9K - $51.1K
|
952
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
528New |
$14.5K - $43.8K
|
528
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 200.0% |
$13.8K - $41.5K
|
750
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
482+ 200.0% |
$13.3K - $40K
|
723
$21.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
453New |
$12.5K - $37.6K
|
453
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
394+ 200.0% |
$10.9K - $32.7K
|
591
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
393New |
$10.8K - $32.6K
|
393
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
360New |
$9.91K - $29.9K
|
360
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
337+ 200.6% |
$9.28K - $28K
|
505
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
320+ 200.0% |
$8.81K - $26.6K
|
480
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
310+ 200.0% |
$8.54K - $25.7K
|
465
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
264+ 200.0% |
$7.27K - $21.9K
|
396
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
262+ 200.0% |
$7.22K - $21.8K
|
393
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
250+ 200.0% |
$6.89K - $20.8K
|
375
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
206+ 200.0% |
$5.67K - $17.1K
|
309
$9.01K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
203+ 200.99% |
$5.59K - $16.9K
|
304
$8.86K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
196+ 200.0% |
$5.4K - $16.3K
|
294
$8.57K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 200.0% |
$4.08K - $12.3K
|
222
$6.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136+ 200.0% |
$3.75K - $11.3K
|
204
$5.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116+ 200.0% |
$3.19K - $9.63K
|
174
$5.07K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
98+ 40.16% |
$2.7K - $8.14K
|
342
$9.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
82New |
$2.26K - $6.81K
|
82
$2.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
76+ 200.0% |
$2.09K - $6.31K
|
114
$3.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$2.09K - $6.31K
|
76
$2.22K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
58+ 200.0% |
$1.6K - $4.82K
|
87
$2.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 200.0% |
$1.49K - $4.48K
|
81
$2.36K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38+ 200.0% |
$1.05K - $3.16K
|
57
$1.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$330 - $996
|
12
$350
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 200.0% |
$220 - $664
|
12
$350
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$110 - $332
|
6
$175
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.8K+ 28.34% |
$1.12M - $1.23M
|
67.1K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 2.25% |
$1.09M - $1.21M
|
660K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.24K+ 5.6% |
$698K - $769K
|
174K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.7KNew |
$430K - $474K
|
5.7K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.52KNew |
$341K - $376K
|
4.52K
$132K
|
|