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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39.7K+ 342.15% |
$1.09M - $3.3M
|
51.3K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
39.1K+ 141.75% |
$1.08M - $3.25M
|
66.7K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39KNew |
$1.07M - $3.24M
|
39K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
39K+ 200.0% |
$1.07M - $3.24M
|
58.4K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
38.7K+ 201.5% |
$1.07M - $3.21M
|
57.9K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38.6K+ 196.97% |
$1.06M - $3.21M
|
58.2K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.6K+ 6.26% |
$1.06M - $3.2M
|
654K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
38.3K+ 241.9% |
$1.06M - $3.18M
|
54.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
38.3K+ 205.08% |
$1.05M - $3.18M
|
56.9K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
38.1K+ 107.93% |
$1.05M - $3.16M
|
73.4K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
37.7K+ 200.65% |
$1.04M - $3.13M
|
56.5K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
37.6KNew |
$1.04M - $3.13M
|
37.6K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 198.6% |
$1.03M - $3.1M
|
56.2K
$1.57M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.3K+ 201.93% |
$1.03M - $3.1M
|
55.8K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
37.3K+ 223.69% |
$1.03M - $3.1M
|
54K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
37.2KNew |
$1.03M - $3.09M
|
37.2K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.2K+ 200.9% |
$1.03M - $3.09M
|
55.7K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
37K+ 200.0% |
$1.02M - $3.08M
|
55.6K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
37K+ 198.04% |
$1.02M - $3.07M
|
55.6K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
36.8K+ 199.0% |
$1.01M - $3.05M
|
55.3K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
36.7KNew |
$1.01M - $3.05M
|
36.7K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.6K+ 241.82% |
$1.01M - $3.04M
|
51.8K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.6K+ 193.67% |
$1.01M - $3.04M
|
55.5K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
36.5K+ 201.13% |
$1M - $3.03M
|
54.6K
$1.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
36.4K+ 232.67% |
$1M - $3.02M
|
52.1K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
36.1KNew |
$993K - $2.99M
|
36.1K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
35.9K+ 201.23% |
$989K - $2.98M
|
53.8K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
35.8KNew |
$985K - $2.97M
|
35.8K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
35.7K+ 200.0% |
$984K - $2.97M
|
53.6K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6K+ 242.92% |
$980K - $2.95M
|
50.2K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.4K+ 215.37% |
$975K - $2.94M
|
51.8K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
35.3K+ 200.28% |
$973K - $2.93M
|
53K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.3K+ 208.61% |
$971K - $2.93M
|
52.2K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35.1K+ 196.29% |
$967K - $2.92M
|
53K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35K+ 199.93% |
$964K - $2.91M
|
52.5K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 201.17% |
$952K - $2.87M
|
51.8K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
34.3K+ 810.92% |
$945K - $2.85M
|
38.5K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
33.9K+ 215.54% |
$935K - $2.82M
|
49.7K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.9K+ 200.0% |
$933K - $2.81M
|
50.8K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.5K+ 212.92% |
$922K - $2.78M
|
49.2K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
33.3K+ 282.94% |
$916K - $2.76M
|
45K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
33.2K+ 231.86% |
$915K - $2.76M
|
47.6K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
32.9K+ 189.22% |
$907K - $2.73M
|
50.3K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.9K+ 297.17% |
$905K - $2.73M
|
43.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.5K+ 186.37% |
$895K - $2.7M
|
49.9K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32.4K+ 207.44% |
$893K - $2.69M
|
48.1K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
32.4K+ 179.51% |
$892K - $2.69M
|
50.4K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
32.3KNew |
$889K - $2.68M
|
32.3K
$902K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
31.9K+ 204.71% |
$880K - $2.65M
|
47.5K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.9KNew |
$878K - $2.65M
|
31.9K
$890K
|