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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.36K+ 3.11% |
$235K - $252K
|
277K
$8.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.32KNew |
$234K - $251K
|
8.32K
$243K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.24KNew |
$232K - $248K
|
8.24K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.97K+ 2.88% |
$224K - $240K
|
285K
$8.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
7.92K+ 0.84% |
$223K - $239K
|
954K
$27.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89K+ 1.57% |
$222K - $238K
|
512K
$14.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.64K+ 1.36% |
$215K - $230K
|
568K
$16.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
7.5KNew |
$211K - $226K
|
7.5K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
7.46KNew |
$210K - $225K
|
7.46K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.28KNew |
$205K - $219K
|
7.28K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.2KNew |
$203K - $217K
|
7.2K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
7.19KNew |
$202K - $217K
|
7.19K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.16KNew |
$202K - $216K
|
7.16K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.16K+ 1.52% |
$202K - $216K
|
477K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.1KNew |
$200K - $214K
|
7.1K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.09K+ 86.98% |
$200K - $214K
|
15.2K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.09K+ 35.31% |
$200K - $214K
|
27.2K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 1.59% |
$199K - $212K
|
450K
$13.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.03KNew |
$198K - $212K
|
7.03K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
7.01KNew |
$197K - $211K
|
7.01K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.94KNew |
$195K - $209K
|
6.94K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.93K+ 38.6% |
$195K - $209K
|
24.9K
$726K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
6.93KNew |
$195K - $209K
|
6.93K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.9KNew |
$194K - $208K
|
6.9K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.87KNew |
$193K - $207K
|
6.87K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.86KNew |
$193K - $207K
|
6.86K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$193K - $206K
|
6.84K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.84K+ 11.54% |
$193K - $206K
|
66.1K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.83KNew |
$192K - $206K
|
6.83K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.79KNew |
$191K - $204K
|
6.79K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.76KNew |
$190K - $204K
|
6.76K
$197K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.69KNew |
$188K - $202K
|
6.69K
$195K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
6.55K+ 6.43% |
$184K - $197K
|
108K
$3.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 3.69% |
$184K - $197K
|
184K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.31K+ 6.26% |
$178K - $190K
|
107K
$3.12M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.24K+ 42.82% |
$176K - $188K
|
20.8K
$607K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 11.36% |
$173K - $185K
|
60.2K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.06K+ 0.72% |
$171K - $183K
|
850K
$24.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.95K+ 11.08% |
$167K - $179K
|
59.6K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.88KNew |
$166K - $177K
|
5.88K
$171K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.88K+ 2.48% |
$165K - $177K
|
243K
$7.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.4K+ 3.19% |
$152K - $163K
|
175K
$5.09M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.06K+ 15.09% |
$142K - $153K
|
38.6K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 5.54% |
$142K - $152K
|
95.8K
$2.79M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
4.94K+ 2.22% |
$139K - $149K
|
227K
$6.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 0.77% |
$136K - $146K
|
631K
$18.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.77K+ 30.4% |
$134K - $144K
|
20.5K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.56K+ 5.07% |
$128K - $137K
|
94.5K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.49K+ 56.08% |
$126K - $135K
|
12.5K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 1.29% |
$114K - $122K
|
319K
$9.29M
|
|