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 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43K+ 4.09% |
$40.3K - $43.1K
|
36.4K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 4.37% |
$39.1K - $41.9K
|
33.2K
$968K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 4.15% |
$37.8K - $40.5K
|
33.8K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.3K+ 0.37% |
$36.6K - $39.1K
|
353K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.26K+ 2.13% |
$35.5K - $38K
|
60.5K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 3.11% |
$35.4K - $37.8K
|
41.7K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23K+ 54.49% |
$34.7K - $37.2K
|
3.5K
$102K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.18K+ 44.51% |
$33.1K - $35.4K
|
3.82K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 32.62% |
$32.1K - $34.3K
|
4.63K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 2.06% |
$31.9K - $34.1K
|
56.2K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.13K+ 2.24% |
$31.9K - $34.1K
|
51.8K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.12K+ 0.25% |
$31.4K - $33.7K
|
447K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.12KNew |
$31.4K - $33.7K
|
1.12K
$32.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.07K+ 0.84% |
$30.1K - $32.3K
|
128K
$3.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 3.63% |
$30K - $32.1K
|
30.4K
$887K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.02K+ 1.0% |
$28.7K - $30.8K
|
103K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 5.43% |
$28.2K - $30.1K
|
19.4K
$566K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$28.2K - $30.1K
|
1K
$29.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
998+ 4.15% |
$28.1K - $30.1K
|
25K
$730K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
964+ 3.9% |
$27.1K - $29K
|
25.7K
$748K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
962+ 1.1% |
$27.1K - $29K
|
88.1K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
959+ 0.79% |
$27K - $28.9K
|
123K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
958+ 11.37% |
$27K - $28.9K
|
9.38K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
931+ 12.32% |
$26.2K - $28.1K
|
8.49K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
874+ 0.73% |
$24.6K - $26.3K
|
120K
$3.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
858+ 5.51% |
$24.2K - $25.9K
|
16.4K
$479K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
845+ 11.33% |
$23.8K - $25.5K
|
8.3K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
825+ 1.75% |
$23.2K - $24.9K
|
47.8K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
825+ 0.18% |
$23.2K - $24.9K
|
463K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
813+ 0.42% |
$22.9K - $24.5K
|
192K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
811+ 0.48% |
$22.8K - $24.4K
|
171K
$4.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
799+ 1.61% |
$22.5K - $24.1K
|
50.3K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
785New |
$22.1K - $23.7K
|
785
$22.9K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
778New |
$21.9K - $23.4K
|
778
$22.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
642New |
$18.1K - $19.3K
|
642
$18.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
640+ 31.08% |
$18K - $19.3K
|
2.7K
$78.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
607+ 2.45% |
$17.1K - $18.3K
|
25.4K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
601+ 5.27% |
$16.9K - $18.1K
|
12K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
592+ 0.24% |
$16.7K - $17.8K
|
249K
$7.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
550+ 1.54% |
$15.5K - $16.6K
|
36.4K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
526+ 1.26% |
$14.8K - $15.8K
|
42.2K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
504+ 1.29% |
$14.2K - $15.2K
|
39.5K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
502+ 100.0% |
$14.1K - $15.1K
|
1K
$29.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
502+ 1.61% |
$14.1K - $15.1K
|
31.6K
$923K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
500+ 1.08% |
$14.1K - $15.1K
|
46.8K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
490+ 1.82% |
$13.8K - $14.8K
|
27.4K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
489+ 1.53% |
$13.8K - $14.7K
|
32.4K
$944K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
456New |
$12.8K - $13.7K
|
456
$13.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
455+ 16.96% |
$12.8K - $13.7K
|
3.14K
$91.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
450New |
$12.7K - $13.6K
|
450
$13.1K
|
|