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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.8K+ 197.87% |
$875K - $2.64M
|
47.8K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31.7K+ 191.78% |
$872K - $2.63M
|
48.2K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
31.1K+ 101.06% |
$856K - $2.58M
|
61.9K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31K+ 197.97% |
$854K - $2.58M
|
46.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30.4K+ 176.37% |
$838K - $2.53M
|
47.7K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 209.64% |
$829K - $2.5M
|
44.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
29.9K+ 200.0% |
$823K - $2.48M
|
44.8K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.7K+ 194.86% |
$819K - $2.47M
|
45K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29.5K+ 188.28% |
$812K - $2.45M
|
45.1K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29.3KNew |
$808K - $2.44M
|
29.3K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
29.3KNew |
$806K - $2.43M
|
29.3K
$817K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29K+ 191.48% |
$798K - $2.41M
|
44.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
28.9K+ 162.13% |
$797K - $2.4M
|
46.8K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
28.4K+ 195.16% |
$783K - $2.36M
|
43K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.4K+ 203.19% |
$782K - $2.36M
|
42.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.2K+ 212.91% |
$778K - $2.35M
|
41.5K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
28K+ 237.27% |
$771K - $2.33M
|
39.8K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.9K+ 202.21% |
$769K - $2.32M
|
41.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
27.6K+ 205.66% |
$759K - $2.29M
|
41K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
27.4K+ 329.54% |
$753K - $2.27M
|
35.7K
$996K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
27.3K+ 200.0% |
$753K - $2.27M
|
41K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
27.2KNew |
$750K - $2.26M
|
27.2K
$761K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.1K+ 198.13% |
$747K - $2.25M
|
40.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27.1KNew |
$746K - $2.25M
|
27.1K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
27.1K+ 199.64% |
$745K - $2.25M
|
40.6K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27K+ 215.24% |
$743K - $2.24M
|
39.5K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.8K+ 215.75% |
$739K - $2.23M
|
39.3K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 195.37% |
$738K - $2.23M
|
40.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
26.7K+ 188.87% |
$736K - $2.22M
|
40.9K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
26.6K+ 173.91% |
$732K - $2.21M
|
41.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26.6K+ 197.44% |
$732K - $2.21M
|
40.1K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
26.4K+ 494.89% |
$728K - $2.19M
|
31.8K
$888K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26.2K+ 164.02% |
$721K - $2.17M
|
42.2K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
26K+ 204.33% |
$716K - $2.16M
|
38.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
25.6K+ 200.0% |
$705K - $2.13M
|
38.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 198.64% |
$702K - $2.12M
|
38.3K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25.2K+ 229.94% |
$695K - $2.1M
|
36.2K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
25K+ 186.4% |
$689K - $2.08M
|
38.5K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
25K+ 200.0% |
$689K - $2.08M
|
37.5K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.9K+ 191.38% |
$686K - $2.07M
|
37.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.9K+ 203.98% |
$686K - $2.07M
|
37.1K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
24.8K+ 200.27% |
$684K - $2.06M
|
37.2K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.6K+ 202.34% |
$677K - $2.04M
|
36.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24.6K+ 208.32% |
$677K - $2.04M
|
36.4K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.4K+ 200.67% |
$672K - $2.03M
|
36.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.3K+ 198.73% |
$670K - $2.02M
|
36.6K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.9K+ 1.17% |
$658K - $1.98M
|
2.07M
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
23.8KNew |
$655K - $1.98M
|
23.8K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
23.7K+ 200.0% |
$652K - $1.97M
|
35.5K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7K+ 162.54% |
$651K - $1.96M
|
38.2K
$1.07M
|