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 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
71.2K+ 197.81% |
$1.96M - $5.92M
|
107K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
71.1K+ 210.32% |
$1.96M - $5.91M
|
105K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
70.8K+ 170.26% |
$1.95M - $5.88M
|
112K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
70.7K+ 199.68% |
$1.95M - $5.87M
|
106K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 211.44% |
$1.94M - $5.86M
|
104K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
69.5K+ 150.2% |
$1.91M - $5.77M
|
116K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
68.9K+ 202.17% |
$1.9M - $5.72M
|
103K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
68.9K+ 420.18% |
$1.9M - $5.72M
|
85.3K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
68.2K+ 128.61% |
$1.88M - $5.67M
|
121K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
67.2K+ 176.26% |
$1.85M - $5.58M
|
105K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
67.1K+ 200.41% |
$1.85M - $5.57M
|
101K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
67K+ 201.97% |
$1.84M - $5.56M
|
100K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
66.2K+ 198.9% |
$1.82M - $5.5M
|
99.5K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.1KNew |
$1.82M - $5.49M
|
66.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.8K+ 86.75% |
$1.81M - $5.46M
|
142K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65.1K+ 93.45% |
$1.79M - $5.41M
|
135K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
65K+ 226.82% |
$1.79M - $5.4M
|
93.6K
$2.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
64.9K+ 200.0% |
$1.79M - $5.39M
|
97.4K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
64.8K+ 179.95% |
$1.79M - $5.38M
|
101K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
63.8K+ 197.9% |
$1.76M - $5.3M
|
96.1K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
63.8K+ 236.08% |
$1.76M - $5.29M
|
90.8K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63.6K+ 192.28% |
$1.75M - $5.28M
|
96.7K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
63K+ 176.0% |
$1.74M - $5.24M
|
98.9K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
62.2K+ 345.45% |
$1.71M - $5.17M
|
80.2K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
62.2K+ 95.82% |
$1.71M - $5.17M
|
127K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
62.1K+ 193.33% |
$1.71M - $5.16M
|
94.3K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
61.9K+ 183.64% |
$1.71M - $5.14M
|
95.7K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61.9K+ 204.19% |
$1.7M - $5.14M
|
92.2K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
61.8KNew |
$1.7M - $5.13M
|
61.8K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
61.3K+ 178.35% |
$1.69M - $5.09M
|
95.7K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60.4K+ 201.28% |
$1.66M - $5.02M
|
90.4K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
59.7K+ 243.68% |
$1.65M - $4.96M
|
84.3K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
59.5K+ 196.51% |
$1.64M - $4.94M
|
89.8K
$2.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
59.3K+ 197.04% |
$1.63M - $4.92M
|
89.3K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59K+ 175.14% |
$1.62M - $4.9M
|
92.7K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
58.8K+ 205.6% |
$1.62M - $4.88M
|
87.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.5K+ 220.64% |
$1.61M - $4.86M
|
85.1K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
58.3K+ 158.76% |
$1.61M - $4.84M
|
95K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.1K+ 201.9% |
$1.6M - $4.83M
|
86.9K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
58K+ 181.14% |
$1.6M - $4.81M
|
90K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57K+ 388.77% |
$1.57M - $4.73M
|
71.6K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
56.8K+ 178.7% |
$1.56M - $4.72M
|
88.6K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.6K+ 213.45% |
$1.56M - $4.7M
|
83.1K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
56.3K+ 133.42% |
$1.55M - $4.67M
|
98.4K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
56K+ 200.0% |
$1.54M - $4.65M
|
84K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
55.9KNew |
$1.54M - $4.64M
|
55.9K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
54.4K+ 935.11% |
$1.5M - $4.52M
|
60.3K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54.4K+ 195.65% |
$1.5M - $4.51M
|
82.1K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
54.1K+ 197.84% |
$1.49M - $4.5M
|
81.5K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
53.8K+ 197.07% |
$1.48M - $4.47M
|
81.2K
$2.27M
|