Purchases and Sales Made in Q1 2025 in Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC U.S. MID-CAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113KNew |
$2.89M - $3.31M
|
113K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 47.04% |
$262K - $300K
|
32K
$839K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
815+ 0.37% |
$20.8K - $23.8K
|
223K
$5.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
753New |
$19.3K - $22K
|
753
$19.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 1.06% |
$4.27K - $4.88K
|
15.9K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 0.3% |
$870 - $994
|
11.3K
$297K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.33% |
$486 - $556
|
5.79K
$152K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6+ 0.05% |
$153 - $175
|
12.9K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$51.2 - $58.5
|
777
$20.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.05% |
$25.6 - $29.2
|
2.21K
$57.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.03% |
$179 - $205
|
24.6K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$5.91K - $6.75K
|
8.01K
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-665- 1.69% |
$17K - $19.4K
|
38.6K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.77K- 8.58% |
$148K - $169K
|
61.5K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.9K- 14.06% |
$151K - $172K
|
36K
$943K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.0% |
$280K - $320K
|
88.5K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-344K- 10.29% |
$8.81M - $10.1M
|
3M
$78.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74M- 30.37% |
$44.4M - $50.8M
|
3.98M
$104M
|