Latest Institutional Purchases of Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
335
+ 9.93%
$22.4K - $24.8K
3.71K $108K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
172
New
$11.5K - $12.7K
172 $5.02K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
163
+ 189.53%
$10.9K - $12.1K
249 $7.26K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
58
New
$3.87K - $4.29K
58 $1.69K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
2
New
$134 - $148
2 $58.3
Q2 2023
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
163K
New
$10.6M - $11.5M
163K $4.74M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
42.7K
New
$2.79M - $3.03M
42.7K $1.24M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
27.8K
+ 3.33%
$1.82M - $1.98M
862K $25.1M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
20K
+ 62.67%
$1.31M - $1.42M
52K $1.52M
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
20K
+ 62.67%
$1.31M - $1.42M
52K $1.52M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.36K
+ 1.31%
$88.7K - $96.5K
105K $3.07M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
958
New
$62.5K - $68K
958 $27.9K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
715
+ 0.28%
$46.7K - $50.8K
252K $7.35M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
293
+ 6.03%
$19.1K - $20.8K
5.15K $150K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
200
+ 2.59%
$13.1K - $14.2K
7.92K $231K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
132
+ 24.54%
$8.62K - $9.38K
670 $19.5K
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
127
New
$8.29K - $9.02K
127 $3.7K
Aug 10, 2023 Q2 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
115
New
$7.51K - $8.17K
115 $3.35K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
42
New
$2.74K - $2.98K
42 $1.22K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
18
New
$1.18K - $1.28K
18 $525
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
8
+ 0.06%
$522 - $568
12.3K $360K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
4
+ 0.55%
$261 - $284
737 $21.5K
Q1 2023
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
48.8K
New
$3.13M - $3.61M
48.8K $1.42M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
23.3K
New
$1.5M - $1.73M
23.3K $681K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
13.6K
+ 54.21%
$876K - $1.01M
38.8K $1.13M
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
4.12K
New
$265K - $304K
4.12K $120K
Apr 17, 2023 Q1 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
3.33K
New
$214K - $246K
3.33K $97K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.99K
New
$192K - $221K
2.99K $87.1K
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
2.98K
New
$191K - $220K
2.98K $86.9K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
2.28K
New
$146K - $168K
2.28K $66.3K
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
238
New
$15.3K - $17.6K
238 $6.94K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
237
+ 2.07%
$15.2K - $17.5K
11.7K $341K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
85
New
$5.46K - $6.28K
85 $2.48K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
78
New
$5.01K - $5.76K
78 $2.27K
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
48
New
$3.08K - $3.55K
48 $1.4K
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
43
+ 0.36%
$2.76K - $3.18K
12.1K $354K
Apr 13, 2023 Q1 2023
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
27
+ 0.16%
$1.73K - $2K
17.1K $497K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
20
+ 0.43%
$1.28K - $1.48K
4.66K $136K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
3
New
$193 - $222
3 $87.5
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
2
+ 0.56%
$128 - $148
357 $10.4K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
111K
New
$6.79M - $7.78M
111K $3.24M
Jan 19, 2023 Q4 2022
Wt Wealth Management

BUY
 -
12.2K
New
$746K - $855K
12.2K $356K
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
11.2K
New
$685K - $785K
11.2K $327K
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
3.57K
+ 10.73%
$218K - $250K
36.9K $1.08M
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
1.77K
New
$108K - $124K
1.77K $51.6K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
1.65K
New
$101K - $115K
1.65K $48.1K
Feb 14, 2023 Q4 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
1.38K
New
$83.9K - $96.2K
1.38K $40.1K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.01K
New
$61.7K - $70.6K
1.01K $29.5K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
742
New
$45.3K - $51.9K
742 $21.6K

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