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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
872+ 2.26% |
$58.5K - $67K
|
39.5K
$1.1M
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101New |
$6.77K - $7.76K
|
101
$2.82K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
170KNew |
$9.5M - $11.6M
|
170K
$4.75M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
137KNew |
$7.67M - $9.38M
|
137K
$3.83M
|
|
|
Feb 28, 2025
Q4 2020
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
11.8KNew |
$660K - $808K
|
11.8K
$330K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.8KNew |
$269K - $329K
|
4.8K
$134K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
800New |
$44.7K - $54.8K
|
800
$22.4K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.36KNew |
$486K - $550K
|
9.36K
$261K
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
200New |
$10.4K - $11.8K
|
200
$5.59K
|
|
| Q2 2020 | |||||||
|
Jul 24, 2020
Q2 2020
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.31KNew |
$168K - $246K
|
4.31K
$120K
|
|
| Q4 2019 | |||||||
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26New |
$1.42K - $1.57K
|
26
$726
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$100K - $103K
|
1.78K
$49.7K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6KNew |
N/A
|
6K
$168K
|
|