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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
50+ 0.41% |
$1.41K - $1.51K
|
12.2K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
48+ 0.42% |
$1.35K - $1.45K
|
11.4K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
46+ 0.45% |
$1.29K - $1.39K
|
10.3K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13.1K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
37+ 0.28% |
$1.04K - $1.11K
|
13.2K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
37+ 0.42% |
$1.04K - $1.11K
|
8.77K
$256K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
31+ 0.43% |
$873 - $934
|
7.29K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
30+ 0.09% |
$845 - $904
|
35.1K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.43% |
$732 - $783
|
6.04K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.27% |
$732 - $783
|
9.48K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
26+ 0.07% |
$732 - $783
|
39.5K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
25+ 0.12% |
$704 - $753
|
21.1K
$616K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
24+ 0.2% |
$676 - $723
|
11.8K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
19+ 0.11% |
$535 - $572
|
16.9K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.43% |
$394 - $422
|
3.29K
$96.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14+ 0.05% |
$394 - $422
|
28.6K
$835K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$338 - $362
|
23.4K
$682K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
11+ 0.42% |
$310 - $331
|
2.64K
$77.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
11+ 0.12% |
$310 - $331
|
9.46K
$276K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.01% |
$253 - $271
|
90.6K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9+ 0.05% |
$253 - $271
|
19.2K
$559K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.18% |
$253 - $271
|
4.93K
$144K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.02% |
$225 - $241
|
34.4K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.44% |
$197 - $211
|
1.6K
$46.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$197 - $211
|
26.3K
$767K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6+ 0.03% |
$169 - $181
|
20.8K
$606K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 0.43% |
$169 - $181
|
1.42K
$41.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.22% |
$169 - $181
|
2.75K
$80.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
6+ 0.03% |
$169 - $181
|
17.6K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$169 - $181
|
9.26K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.05% |
$169 - $181
|
11.7K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4+ 0.45% |
$113 - $121
|
889
$25.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.38% |
$84.4 - $90.4
|
783
$22.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.47% |
$84.4 - $90.4
|
641
$18.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.41% |
$84.4 - $90.4
|
741
$21.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$84.4 - $90.4
|
11.2K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
19.8K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$56.3 - $60.3
|
23.6K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2+ 0.01% |
$56.3 - $60.3
|
23.7K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.51% |
$28.2 - $30.1
|
198
$5.77K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
19.2K
$560K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.38% |
$28.2 - $30.1
|
262
$7.64K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.34% |
$28.2 - $30.1
|
292
$8.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
218
$6.36K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
219
$6.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.41% |
$28.2 - $30.1
|
242
$7.06K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
8.04K
$235K
|
|