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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$28.2 - $30.1
|
3.05K
$88.9K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.46MNew |
$33.4M - $40.8M
|
1.46M
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.9K+ 652.25% |
$2.06M - $2.52M
|
104K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
75KNew |
$1.72M - $2.1M
|
75K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
64.8KNew |
$1.49M - $1.82M
|
64.8K
$1.89M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59K+ 38.25% |
$1.35M - $1.66M
|
213K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.3K+ 149.86% |
$1.27M - $1.55M
|
92.3K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.1KNew |
$1.15M - $1.41M
|
50.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
48.1KNew |
$1.1M - $1.35M
|
48.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42.1KNew |
$964K - $1.18M
|
42.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$918K - $1.12M
|
40K
$1.17M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
31.2KNew |
$716K - $876K
|
31.2K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 212.81% |
$625K - $765K
|
40.1K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
21.8K+ 160.19% |
$499K - $611K
|
35.4K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.9K+ 145.97% |
$434K - $531K
|
31.9K
$931K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
14.2KNew |
$325K - $398K
|
14.2K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1K+ 40.48% |
$278K - $340K
|
42K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
8.43KNew |
$193K - $236K
|
8.43K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$189K - $231K
|
8.25K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
7.39KNew |
$169K - $207K
|
7.39K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.34KNew |
$168K - $206K
|
7.34K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$213K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
$167K - $204K
|
7.28K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.47KNew |
$148K - $181K
|
6.47K
$189K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.1KNew |
$93.9K - $115K
|
4.1K
$120K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.12KNew |
$71.5K - $87.5K
|
3.12K
$91K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3K+ 9.12% |
$68.8K - $84.2K
|
35.9K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.53KNew |
$58K - $71K
|
2.53K
$73.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.5KNew |
$34.4K - $42.1K
|
1.5K
$43.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.37KNew |
$31.5K - $38.5K
|
1.37K
$40.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$30.6K - $37.5K
|
1.34K
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.29KNew |
$29.5K - $36.1K
|
1.29K
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.19K+ 351.63% |
$27.2K - $33.2K
|
1.52K
$44.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.08K+ 10.17% |
$24.7K - $30.2K
|
11.7K
$340K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
963+ 2.59% |
$22.1K - $27K
|
38.1K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
789New |
$18.1K - $22.1K
|
789
$23K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
763New |
$17.5K - $21.4K
|
763
$22.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
725New |
$16.6K - $20.3K
|
725
$21.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
559New |
$12.8K - $15.7K
|
559
$16.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 54.06% |
$11.9K - $14.6K
|
1.48K
$43.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
395+ 0.34% |
$9.05K - $11.1K
|
117K
$3.41M
|
|