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 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
423K+ 211.32% |
$11.7M - $35.1M
|
623K
$17.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
416K+ 200.58% |
$11.5M - $34.5M
|
623K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
389K+ 200.65% |
$10.7M - $32.3M
|
582K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
388K+ 140.44% |
$10.7M - $32.2M
|
664K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
379K+ 206.24% |
$10.4M - $31.5M
|
563K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
377K+ 200.97% |
$10.4M - $31.3M
|
565K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
373K+ 199.27% |
$10.3M - $31M
|
560K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
364K+ 178.24% |
$10M - $30.3M
|
569K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
350K+ 189.53% |
$9.63M - $29M
|
534K
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
349K+ 218.31% |
$9.62M - $29M
|
509K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
347K+ 185.86% |
$9.55M - $28.8M
|
533K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
346K+ 195.89% |
$9.52M - $28.7M
|
522K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
343K+ 198.39% |
$9.45M - $28.5M
|
516K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
337K+ 213.4% |
$9.27M - $28M
|
495K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
335K+ 196.71% |
$9.23M - $27.8M
|
506K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
333K+ 190.51% |
$9.18M - $27.7M
|
508K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
330K+ 200.73% |
$9.08M - $27.4M
|
494K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328K+ 171.71% |
$9.02M - $27.2M
|
518K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
322K+ 196.24% |
$8.86M - $26.7M
|
486K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
314K+ 206.95% |
$8.66M - $26.1M
|
466K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 184.05% |
$8.64M - $26M
|
484K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
311K+ 210.2% |
$8.57M - $25.9M
|
459K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
304K+ 206.9% |
$8.37M - $25.2M
|
451K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
298KNew |
$8.2M - $24.7M
|
298K
$8.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
297K+ 4.13% |
$8.18M - $24.7M
|
7.48M
$209M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
297K+ 166.22% |
$8.17M - $24.6M
|
475K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
294K+ 205.55% |
$8.11M - $24.4M
|
438K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
294K+ 180.33% |
$8.09M - $24.4M
|
457K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288K+ 185.46% |
$7.94M - $23.9M
|
444K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
286K+ 176.57% |
$7.87M - $23.7M
|
448K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
285K+ 170.88% |
$7.84M - $23.6M
|
451K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
280K+ 224.93% |
$7.71M - $23.2M
|
404K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
279K+ 139.02% |
$7.69M - $23.2M
|
480K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
279K+ 200.32% |
$7.67M - $23.1M
|
418K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
276K+ 211.44% |
$7.59M - $22.9M
|
406K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
270K+ 199.73% |
$7.43M - $22.4M
|
405K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
268K+ 209.94% |
$7.37M - $22.2M
|
395K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
266K+ 188.5% |
$7.32M - $22.1M
|
407K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
263K+ 192.25% |
$7.25M - $21.9M
|
400K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
263K+ 190.97% |
$7.23M - $21.8M
|
400K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
261KNew |
$7.2M - $21.7M
|
261K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
260K+ 177.68% |
$7.16M - $21.6M
|
407K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
258K+ 200.62% |
$7.09M - $21.4M
|
386K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
257K+ 113.49% |
$7.07M - $21.3M
|
483K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257K+ 176.1% |
$7.07M - $21.3M
|
402K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
252K+ 206.09% |
$6.95M - $21M
|
375K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
250K+ 218.68% |
$6.9M - $20.8M
|
365K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
250K+ 215.94% |
$6.88M - $20.7M
|
365K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
249K+ 197.65% |
$6.87M - $20.7M
|
376K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
249K+ 197.45% |
$6.87M - $20.7M
|
376K
$10.5M
|