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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
53.7K+ 219.49% |
$1.48M - $4.46M
|
78.1K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
53.2K+ 197.12% |
$1.47M - $4.42M
|
80.2K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
53.1K+ 204.95% |
$1.46M - $4.41M
|
79K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
53.1K+ 199.26% |
$1.46M - $4.41M
|
79.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
53KNew |
$1.46M - $4.4M
|
53K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
52.1K+ 188.63% |
$1.43M - $4.33M
|
79.7K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
52.1K+ 197.35% |
$1.43M - $4.32M
|
78.5K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
52K+ 203.17% |
$1.43M - $4.32M
|
77.6K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
51.9K+ 199.25% |
$1.43M - $4.31M
|
78K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
51.5K+ 201.23% |
$1.42M - $4.27M
|
77K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
51.3K+ 230.4% |
$1.41M - $4.26M
|
73.6K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51.2K+ 200.73% |
$1.41M - $4.25M
|
76.7K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
51K+ 190.82% |
$1.4M - $4.23M
|
77.7K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50.7K+ 57.77% |
$1.4M - $4.21M
|
138K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
50.4K+ 200.0% |
$1.39M - $4.18M
|
75.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
49.7K+ 201.23% |
$1.37M - $4.13M
|
74.5K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
49.1K+ 212.99% |
$1.35M - $4.08M
|
72.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
48.9K+ 113.83% |
$1.35M - $4.06M
|
91.8K
$2.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
48.8K+ 199.48% |
$1.34M - $4.05M
|
73.3K
$2.05M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
48.4KNew |
$1.33M - $4.02M
|
48.4K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
48.1K+ 238.47% |
$1.32M - $3.99M
|
68.3K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47.6K+ 183.98% |
$1.31M - $3.96M
|
73.5K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
47.3K+ 199.35% |
$1.3M - $3.93M
|
71K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
46.7KNew |
$1.29M - $3.88M
|
46.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
46.1K+ 195.44% |
$1.27M - $3.83M
|
69.7K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45.9K+ 218.29% |
$1.26M - $3.81M
|
67K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
45.9K+ 201.53% |
$1.26M - $3.81M
|
68.7K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.3KNew |
$1.25M - $3.76M
|
45.3K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
45K+ 212.56% |
$1.24M - $3.73M
|
66.1K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
44.9K+ 199.83% |
$1.24M - $3.73M
|
67.4K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
44.9K+ 198.89% |
$1.24M - $3.73M
|
67.5K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44.3K+ 204.24% |
$1.22M - $3.68M
|
66K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
43.8K+ 197.8% |
$1.21M - $3.64M
|
66K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43.7K+ 200.0% |
$1.2M - $3.63M
|
65.6K
$1.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
43.6K+ 183.71% |
$1.2M - $3.62M
|
67.3K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.8KNew |
$1.18M - $3.56M
|
42.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
42.8K+ 194.58% |
$1.18M - $3.55M
|
64.7K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
42.6K+ 202.36% |
$1.17M - $3.54M
|
63.7K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.3K+ 139.57% |
$1.16M - $3.51M
|
72.6K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
42.1K+ 181.65% |
$1.16M - $3.5M
|
65.3K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
42.1K+ 202.7% |
$1.16M - $3.49M
|
62.8K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.9K+ 200.02% |
$1.16M - $3.48M
|
62.9K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41.9KNew |
$1.15M - $3.48M
|
41.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41.1K+ 207.91% |
$1.13M - $3.42M
|
60.9K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
41.1K+ 188.76% |
$1.13M - $3.41M
|
62.8K
$1.76M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
40.7K+ 207.47% |
$1.12M - $3.38M
|
60.3K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40.5K+ 197.54% |
$1.11M - $3.36M
|
60.9K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
40.3K+ 195.88% |
$1.11M - $3.35M
|
60.9K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
40.3K+ 191.8% |
$1.11M - $3.34M
|
61.2K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$1.1M - $3.32M
|
40K
$1.12M
|