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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-315- 2.43% |
$8.06K - $9.21K
|
12.7K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-323- 2.33% |
$8.26K - $9.44K
|
13.5K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-341- 0.59% |
$8.72K - $9.97K
|
57.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-343- 0.76% |
$8.77K - $10K
|
44.7K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-345- 0.62% |
$8.83K - $10.1K
|
54.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-350- 1.61% |
$8.95K - $10.2K
|
21.4K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-381- 4.29% |
$9.75K - $11.1K
|
8.5K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-389- 0.25% |
$9.95K - $11.4K
|
153K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-391- 0.38% |
$10K - $11.4K
|
103K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-391- 2.32% |
$10K - $11.4K
|
16.4K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-393- 0.71% |
$10.1K - $11.5K
|
55.3K
$1.49M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-414- 30.13% |
$10.6K - $12.1K
|
960
$26K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-418- 0.67% |
$10.7K - $12.2K
|
62.4K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-426- 0.19% |
$10.9K - $12.5K
|
226K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-429- 0.37% |
$11K - $12.5K
|
115K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-452- 1.94% |
$11.6K - $13.2K
|
22.8K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-457- 3.32% |
$11.7K - $13.4K
|
13.3K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-466- 2.84% |
$11.9K - $13.6K
|
15.9K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-500- 1.19% |
$12.8K - $14.6K
|
41.4K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-540- 2.88% |
$13.8K - $15.8K
|
18.2K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-552- 0.43% |
$14.1K - $16.1K
|
127K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-561- 0.48% |
$14.4K - $16.4K
|
117K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-578- 2.67% |
$14.8K - $16.9K
|
21.1K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-597- 12.73% |
$15.3K - $17.5K
|
4.09K
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-604- 0.51% |
$15.5K - $17.7K
|
117K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-628- 1.11% |
$16.1K - $18.4K
|
55.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 6.17% |
$16.1K - $18.4K
|
9.57K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 0.81% |
$16.1K - $18.4K
|
77.1K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-645- 4.91% |
$16.5K - $18.9K
|
12.5K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-649- 7.64% |
$16.6K - $19K
|
7.85K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-665- 1.69% |
$17K - $19.4K
|
38.6K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-671- 0.27% |
$17.2K - $19.6K
|
248K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-694- 6.46% |
$17.8K - $20.3K
|
10K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-695- 1.14% |
$17.8K - $20.3K
|
60.2K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-718- 8.52% |
$18.4K - $21K
|
7.71K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 0.79% |
$18.7K - $21.4K
|
92K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-750- 6.32% |
$19.2K - $21.9K
|
11.1K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-750- 1.42% |
$19.2K - $21.9K
|
52.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-767- 0.35% |
$19.6K - $22.4K
|
219K
$5.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-775- 0.37% |
$19.8K - $22.7K
|
210K
$5.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-806- 4.34% |
$20.6K - $23.6K
|
17.8K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-810- 1.19% |
$20.7K - $23.7K
|
67.5K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-844- 0.67% |
$21.6K - $24.7K
|
125K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-888- 10.11% |
$22.7K - $26K
|
7.89K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-905- 6.09% |
$23.1K - $26.5K
|
14K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-906- 29.61% |
$23.2K - $26.5K
|
2.15K
$58.3K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-908- 2.41% |
$23.2K - $26.5K
|
36.7K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-924- 1.94% |
$23.6K - $27K
|
46.8K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-929- 2.69% |
$23.8K - $27.2K
|
33.7K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-939- 2.45% |
$24K - $27.5K
|
37.4K
$1.01M
|