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 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
165K+ 204.06% |
$4.55M - $13.7M
|
246K
$6.87M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
165K+ 196.65% |
$4.54M - $13.7M
|
249K
$6.95M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
164KNew |
$4.51M - $13.6M
|
164K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
163K+ 201.58% |
$4.48M - $13.5M
|
244K
$6.81M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
160K+ 574.93% |
$4.4M - $13.3M
|
188K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
160K+ 200.75% |
$4.4M - $13.3M
|
239K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
157K+ 198.12% |
$4.32M - $13M
|
236K
$6.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156K+ 171.32% |
$4.3M - $13M
|
247K
$6.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154K+ 207.38% |
$4.24M - $12.8M
|
228K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
148K+ 205.27% |
$4.07M - $12.3M
|
220K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
147K+ 197.58% |
$4.06M - $12.2M
|
222K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
147K+ 202.48% |
$4.06M - $12.2M
|
220K
$6.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
146K+ 178.01% |
$4.03M - $12.1M
|
228K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
146K+ 193.85% |
$4.03M - $12.1M
|
222K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
143KNew |
$3.94M - $11.9M
|
143K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
141K+ 196.36% |
$3.88M - $11.7M
|
213K
$5.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
141K+ 199.38% |
$3.88M - $11.7M
|
211K
$5.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
140K+ 199.3% |
$3.85M - $11.6M
|
210K
$5.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
138K+ 190.8% |
$3.81M - $11.5M
|
211K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
136K+ 215.72% |
$3.73M - $11.3M
|
198K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
134K+ 106.04% |
$3.69M - $11.1M
|
261K
$7.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
134K+ 209.24% |
$3.69M - $11.1M
|
198K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
133K+ 275.8% |
$3.67M - $11.1M
|
182K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
132K+ 187.57% |
$3.63M - $10.9M
|
202K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
131K+ 185.1% |
$3.6M - $10.8M
|
201K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
130K+ 190.86% |
$3.59M - $10.8M
|
199K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
130K+ 1693.14% |
$3.58M - $10.8M
|
138K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
129K+ 183.92% |
$3.56M - $10.7M
|
200K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 350.58% |
$3.54M - $10.7M
|
165K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
127K+ 184.6% |
$3.51M - $10.6M
|
196K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
126K+ 216.61% |
$3.47M - $10.5M
|
184K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
126K+ 215.39% |
$3.46M - $10.4M
|
184K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
124K+ 146.24% |
$3.4M - $10.3M
|
208K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
122K+ 222.48% |
$3.36M - $10.1M
|
177K
$4.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
121K+ 206.87% |
$3.34M - $10.1M
|
180K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
118K+ 180.66% |
$3.26M - $9.84M
|
184K
$5.14M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
118KNew |
$3.25M - $9.8M
|
118K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
116K+ 1353.06% |
$3.2M - $9.65M
|
125K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116K+ 228.77% |
$3.18M - $9.6M
|
166K
$4.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
115KNew |
$3.18M - $9.58M
|
115K
$3.22M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
114K+ 192.62% |
$3.14M - $9.46M
|
173K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
113K+ 153.71% |
$3.1M - $9.35M
|
186K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
111K+ 187.47% |
$3.06M - $9.23M
|
170K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
110K+ 233.15% |
$3.02M - $9.11M
|
157K
$4.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
108K+ 187.7% |
$2.97M - $8.96M
|
165K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
107K+ 188.85% |
$2.96M - $8.91M
|
164K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
107K+ 204.23% |
$2.95M - $8.9M
|
160K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
107KNew |
$2.94M - $8.86M
|
107K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
106K+ 212.02% |
$2.92M - $8.82M
|
156K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
106K+ 187.18% |
$2.91M - $8.78M
|
162K
$4.53M
|