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 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
370+ 0.96% |
$10.4K - $11.1K
|
39K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
361+ 0.02% |
$10.2K - $10.9K
|
1.63M
$47.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
357+ 0.42% |
$10K - $10.8K
|
84.9K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
357+ 2550.0% |
$10K - $10.8K
|
371
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
329New |
$9.26K - $9.91K
|
329
$9.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
321+ 0.1% |
$9.04K - $9.67K
|
326K
$9.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
320+ 0.72% |
$9.01K - $9.64K
|
45K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
311+ 0.22% |
$8.75K - $9.37K
|
140K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
304+ 2.55% |
$8.56K - $9.16K
|
12.2K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
303+ 0.23% |
$8.53K - $9.13K
|
130K
$3.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
291+ 0.57% |
$8.19K - $8.77K
|
51.6K
$1.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
282+ 6.01% |
$7.94K - $8.5K
|
4.97K
$145K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
256+ 3.55% |
$7.21K - $7.71K
|
7.47K
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.3% |
$6.9K - $7.38K
|
81.2K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
233+ 0.43% |
$6.56K - $7.02K
|
54.2K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
230+ 0.43% |
$6.47K - $6.93K
|
54.3K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
227+ 0.43% |
$6.39K - $6.84K
|
53.6K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
222+ 2.12% |
$6.25K - $6.69K
|
10.7K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
220+ 0.48% |
$6.19K - $6.63K
|
46.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
218+ 2.82% |
$6.14K - $6.57K
|
7.94K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
212+ 0.42% |
$5.97K - $6.39K
|
50.7K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
211+ 0.85% |
$5.94K - $6.36K
|
25.1K
$732K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
211+ 0.03% |
$5.94K - $6.36K
|
651K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
191+ 0.33% |
$5.38K - $5.75K
|
58.4K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
184New |
$5.18K - $5.54K
|
184
$5.37K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
182+ 1.43% |
$5.12K - $5.48K
|
12.9K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
174+ 0.43% |
$4.9K - $5.24K
|
41K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
153+ 1.01% |
$4.31K - $4.61K
|
15.4K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
149+ 0.15% |
$4.19K - $4.49K
|
101K
$2.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
143New |
$4.03K - $4.31K
|
143
$4.17K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
131+ 3.9% |
$3.69K - $3.95K
|
3.49K
$102K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
131New |
$3.69K - $3.95K
|
131
$3.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
123+ 0.66% |
$3.46K - $3.71K
|
18.7K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 0.42% |
$3.29K - $3.53K
|
27.8K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
114New |
$3.21K - $3.43K
|
114
$3.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107+ 5.87% |
$3.01K - $3.22K
|
1.93K
$56.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
105+ 0.91% |
$2.96K - $3.16K
|
11.7K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
102+ 0.11% |
$2.87K - $3.07K
|
95K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
94+ 58.39% |
$2.65K - $2.83K
|
255
$7.44K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$2.53K - $2.71K
|
90
$2.62K
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
85+ 0.16% |
$2.39K - $2.56K
|
52.6K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
82+ 0.12% |
$2.31K - $2.47K
|
68.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79+ 0.1% |
$2.22K - $2.38K
|
77K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
77+ 0.42% |
$2.17K - $2.32K
|
18.2K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
76+ 0.39% |
$2.14K - $2.29K
|
19.8K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
75+ 0.36% |
$2.11K - $2.26K
|
20.8K
$605K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
70+ 0.18% |
$1.97K - $2.11K
|
39K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
60+ 0.62% |
$1.69K - $1.81K
|
9.77K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
54+ 0.08% |
$1.52K - $1.63K
|
71.3K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
53+ 0.42% |
$1.49K - $1.6K
|
12.6K
$368K
|
|