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 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.04K+ 185.14% |
$166K - $502K
|
9.31K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
6K+ 200.0% |
$165K - $498K
|
9K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.98K+ 206.03% |
$165K - $496K
|
8.88K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.94K+ 178.57% |
$164K - $493K
|
9.27K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.92K+ 200.0% |
$163K - $491K
|
8.88K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.87K+ 209.61% |
$162K - $487K
|
8.67K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.85K+ 221.04% |
$161K - $486K
|
8.5K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.83K+ 162.87% |
$161K - $484K
|
9.41K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.79K+ 202.45% |
$159K - $480K
|
8.64K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.78K+ 130.83% |
$159K - $480K
|
10.2K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.78K+ 200.0% |
$159K - $480K
|
8.67K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.78K+ 170.49% |
$159K - $480K
|
9.17K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.7KNew |
$157K - $473K
|
5.7K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5.63K+ 139.81% |
$155K - $468K
|
9.66K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.62K+ 430.65% |
$155K - $467K
|
6.93K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.57K+ 183.14% |
$153K - $463K
|
8.61K
$240K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
5.55K+ 117.34% |
$153K - $461K
|
10.3K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 200.0% |
$151K - $457K
|
8.25K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.48K+ 186.91% |
$151K - $455K
|
8.42K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.43K+ 199.78% |
$150K - $451K
|
8.15K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.42K+ 206.44% |
$149K - $450K
|
8.04K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.42K+ 200.0% |
$149K - $450K
|
8.12K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.41K+ 201.08% |
$149K - $449K
|
8.1K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.4K+ 200.11% |
$149K - $448K
|
8.09K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.31K+ 200.0% |
$146K - $441K
|
7.97K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 178.61% |
$146K - $439K
|
8.24K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.9K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.89K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
5.25K+ 200.0% |
$145K - $436K
|
7.88K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.25K+ 201.27% |
$144K - $436K
|
7.85K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 199.42% |
$143K - $432K
|
7.81K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.19K+ 149.01% |
$143K - $431K
|
8.67K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.18K+ 203.62% |
$143K - $430K
|
7.72K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.15K+ 200.0% |
$142K - $427K
|
7.72K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.12K+ 200.0% |
$141K - $425K
|
7.68K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.1K+ 75.0% |
$140K - $424K
|
11.9K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.08K+ 200.16% |
$140K - $422K
|
7.61K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.04K+ 200.0% |
$139K - $419K
|
7.57K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.98K+ 200.0% |
$137K - $414K
|
7.47K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.97K+ 200.0% |
$137K - $413K
|
7.46K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.95K+ 201.18% |
$136K - $411K
|
7.41K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.89K+ 200.0% |
$135K - $406K
|
7.34K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.88K+ 185.71% |
$134K - $405K
|
7.5K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.84K+ 200.0% |
$133K - $402K
|
7.26K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
4.81K+ 187.04% |
$132K - $399K
|
7.37K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.44K+ 170.98% |
$122K - $368K
|
7.03K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.4K+ 169.98% |
$121K - $365K
|
6.99K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.18K+ 242.83% |
$115K - $347K
|
5.91K
$165K
|