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 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247K+ 199.9% |
$6.81M - $20.5M
|
371K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
245K+ 197.43% |
$6.75M - $20.4M
|
369K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
243K+ 208.38% |
$6.69M - $20.2M
|
360K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
242K+ 204.79% |
$6.66M - $20.1M
|
360K
$10.1M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
241K+ 197.63% |
$6.65M - $20.1M
|
364K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
240K+ 203.46% |
$6.6M - $19.9M
|
358K
$9.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
239K+ 1731.81% |
$6.59M - $19.9M
|
253K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
237K+ 209.1% |
$6.52M - $19.7M
|
350K
$9.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
235K+ 180.88% |
$6.48M - $19.5M
|
366K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
229K+ 204.51% |
$6.31M - $19M
|
341K
$9.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
226K+ 197.37% |
$6.22M - $18.7M
|
340K
$9.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
226K+ 198.29% |
$6.22M - $18.7M
|
340K
$9.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224K+ 203.29% |
$6.18M - $18.6M
|
335K
$9.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
223K+ 206.61% |
$6.15M - $18.5M
|
331K
$9.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
222K+ 200.63% |
$6.11M - $18.4M
|
333K
$9.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
219K+ 197.25% |
$6.02M - $18.2M
|
330K
$9.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
217KNew |
$5.98M - $18M
|
217K
$6.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
217K+ 204.65% |
$5.97M - $18M
|
323K
$9.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
215K+ 201.31% |
$5.93M - $17.9M
|
322K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
214K+ 239.84% |
$5.88M - $17.7M
|
303K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
213K+ 182.08% |
$5.86M - $17.7M
|
330K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
209K+ 207.37% |
$5.77M - $17.4M
|
310K
$8.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
208K+ 221.64% |
$5.74M - $17.3M
|
303K
$8.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
208K+ 202.82% |
$5.72M - $17.2M
|
310K
$8.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
204K+ 206.19% |
$5.63M - $17M
|
304K
$8.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
203K+ 239.58% |
$5.6M - $16.9M
|
288K
$8.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
203K+ 198.92% |
$5.58M - $16.8M
|
305K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
202K+ 211.87% |
$5.57M - $16.8M
|
298K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
196K+ 191.73% |
$5.41M - $16.3M
|
299K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196K+ 192.05% |
$5.4M - $16.3M
|
298K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
190K+ 199.69% |
$5.23M - $15.8M
|
285K
$7.97M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
190K+ 186.55% |
$5.23M - $15.8M
|
291K
$8.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
190K+ 206.33% |
$5.22M - $15.8M
|
282K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
188K+ 260.31% |
$5.16M - $15.6M
|
260K
$7.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
187K+ 182.53% |
$5.16M - $15.6M
|
290K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
186KNew |
$5.12M - $15.4M
|
186K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185K+ 195.09% |
$5.1M - $15.4M
|
280K
$7.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
184K+ 205.19% |
$5.06M - $15.2M
|
273K
$7.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
183K+ 213.5% |
$5.03M - $15.2M
|
268K
$7.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
182K+ 185.67% |
$5.01M - $15.1M
|
280K
$7.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
181K+ 197.0% |
$4.98M - $15M
|
273K
$7.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
177K+ 202.21% |
$4.89M - $14.7M
|
265K
$7.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
177K+ 213.24% |
$4.88M - $14.7M
|
260K
$7.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
175K+ 203.63% |
$4.83M - $14.6M
|
262K
$7.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
175K+ 198.98% |
$4.83M - $14.6M
|
263K
$7.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
174K+ 304.12% |
$4.79M - $14.4M
|
231K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
173K+ 213.08% |
$4.76M - $14.4M
|
254K
$7.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
171K+ 217.72% |
$4.71M - $14.2M
|
249K
$6.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
169K+ 162.63% |
$4.66M - $14.1M
|
273K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169K+ 191.67% |
$4.66M - $14.1M
|
258K
$7.2M
|