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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 80.35% |
$2.89M - $8.73M
|
236K
$6.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103K+ 2390.81% |
$2.84M - $8.58M
|
108K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
102K+ 206.9% |
$2.82M - $8.5M
|
152K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 229.98% |
$2.82M - $8.5M
|
147K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
97.3K+ 198.47% |
$2.68M - $8.08M
|
146K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
96.9K+ 196.02% |
$2.67M - $8.05M
|
146K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
96.3K+ 200.41% |
$2.65M - $7.99M
|
144K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
95.9K+ 199.68% |
$2.64M - $7.96M
|
144K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.3K+ 224.7% |
$2.6M - $7.83M
|
136K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
93.5K+ 173.3% |
$2.57M - $7.76M
|
147K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
92.9K+ 198.69% |
$2.56M - $7.72M
|
140K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.3K+ 355.14% |
$2.54M - $7.66M
|
118K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91.6K+ 196.65% |
$2.52M - $7.61M
|
138K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91.5K+ 182.39% |
$2.52M - $7.6M
|
142K
$3.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
91K+ 215.49% |
$2.51M - $7.56M
|
133K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91K+ 260.37% |
$2.5M - $7.55M
|
126K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
90.6K+ 198.48% |
$2.49M - $7.52M
|
136K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
90.1K+ 201.19% |
$2.48M - $7.49M
|
135K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
89.6K+ 209.86% |
$2.47M - $7.44M
|
132K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
88.1K+ 198.5% |
$2.43M - $7.32M
|
133K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
86.6KNew |
$2.38M - $7.19M
|
86.6K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
86.2K+ 224.76% |
$2.37M - $7.16M
|
125K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
85.9K+ 188.97% |
$2.37M - $7.14M
|
131K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84.6K+ 179.51% |
$2.33M - $7.03M
|
132K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
84.2K+ 203.3% |
$2.32M - $6.99M
|
126K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
84K+ 203.97% |
$2.31M - $6.97M
|
125K
$3.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83.1K+ 195.35% |
$2.29M - $6.9M
|
126K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.1K+ 170.08% |
$2.29M - $6.9M
|
132K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81.6K+ 177.79% |
$2.25M - $6.77M
|
127K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80.2K+ 238.92% |
$2.21M - $6.66M
|
114K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80.2KNew |
$2.21M - $6.66M
|
80.2K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
79.9KNew |
$2.2M - $6.64M
|
79.9K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
79.5K+ 220.04% |
$2.19M - $6.6M
|
116K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
78.9K+ 190.59% |
$2.17M - $6.55M
|
120K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
78.7K+ 160.82% |
$2.17M - $6.53M
|
128K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.4K+ 198.57% |
$2.16M - $6.51M
|
118K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
78.4K+ 173.79% |
$2.16M - $6.51M
|
123K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
77K+ 198.83% |
$2.12M - $6.39M
|
116K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75.9K+ 194.43% |
$2.09M - $6.31M
|
115K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75.8KNew |
$2.09M - $6.29M
|
75.8K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
75.6K+ 201.84% |
$2.08M - $6.28M
|
113K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
74.8K+ 207.38% |
$2.06M - $6.21M
|
111K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
74.5K+ 201.01% |
$2.05M - $6.19M
|
112K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
74.4K+ 190.0% |
$2.05M - $6.18M
|
114K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
73.7K+ 169.16% |
$2.03M - $6.12M
|
117K
$3.28M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
73.5KNew |
$2.02M - $6.1M
|
73.5K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
73.4K+ 198.98% |
$2.02M - $6.09M
|
110K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73K+ 188.25% |
$2.01M - $6.06M
|
112K
$3.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
72.3K+ 199.25% |
$1.99M - $6.01M
|
109K
$3.03M
|