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
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-955- 16.17% |
$24.4K - $27.9K
|
4.95K
$134K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.01K- 1.61% |
$25.9K - $29.6K
|
61.8K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 1.43% |
$26.6K - $30.4K
|
71.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.08% |
$26.7K - $30.5K
|
95.6K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.07K- 1.62% |
$27.3K - $31.2K
|
64.9K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.07K- 3.67% |
$27.3K - $31.2K
|
28.1K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 0.54% |
$27.3K - $31.2K
|
199K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.09K- 60.08% |
$27.8K - $31.8K
|
723
$19.6K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.1K- 9.8% |
$28.1K - $32.2K
|
10.1K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.17K- 7.07% |
$30K - $34.3K
|
15.4K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.19K- 4.06% |
$30.5K - $34.8K
|
28.1K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.22K- 2.99% |
$31.3K - $35.7K
|
39.6K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.25K- 3.93% |
$32K - $36.6K
|
30.6K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 0.32% |
$32.3K - $36.9K
|
394K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.27K- 1.59% |
$32.6K - $37.3K
|
78.9K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 3.65% |
$33.4K - $38.1K
|
34.4K
$930K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.31K- 2.76% |
$33.5K - $38.3K
|
46.2K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.32K- 1.74% |
$33.7K - $38.5K
|
74.5K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.33K- 12.14% |
$34K - $38.9K
|
9.62K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.33K- 21.31% |
$34K - $38.9K
|
4.91K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.34K- 4.05% |
$34.2K - $39.1K
|
31.7K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.35K- 21.8% |
$34.4K - $39.3K
|
4.83K
$131K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 5.04% |
$34.5K - $39.4K
|
25.4K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 2.23% |
$34.9K - $39.9K
|
59.9K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.37K- 2.11% |
$34.9K - $39.9K
|
63.4K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-1.43K- 2.32% |
$36.6K - $41.8K
|
60.3K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.47K- 7.91% |
$37.5K - $42.8K
|
17K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.47K- 1.65% |
$37.7K - $43K
|
87.9K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.51K- 6.77% |
$38.5K - $44.1K
|
20.8K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.52K- 1.05% |
$38.8K - $44.3K
|
142K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.56K- 2.86% |
$40K - $45.7K
|
53K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-1.57K- 14.58% |
$40.2K - $46K
|
9.21K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 12.08% |
$41.6K - $47.6K
|
11.8K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.72K- 1.49% |
$44K - $50.3K
|
114K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.76K- 4.58% |
$45K - $51.5K
|
36.7K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 1.23% |
$46.4K - $53K
|
146K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.82K- 2.16% |
$46.6K - $53.3K
|
82.4K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.83K- 1.92% |
$46.8K - $53.5K
|
93.2K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.84K- 14.81% |
$47.1K - $53.8K
|
10.6K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.86K- 3.86% |
$47.5K - $54.3K
|
46.2K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.86K- 2.07% |
$47.6K - $54.4K
|
87.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 8.55% |
$49K - $56K
|
20.5K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.94K- 19.82% |
$49.7K - $56.8K
|
7.86K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2K- 1.6% |
$51.3K - $58.6K
|
123K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.04K- 0.61% |
$52.1K - $59.5K
|
333K
$9M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.05K- 15.07% |
$52.4K - $59.9K
|
11.6K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.05K- 15.13% |
$52.4K - $59.9K
|
11.5K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-2.07K- 4.11% |
$53K - $60.5K
|
48.2K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.12K- 3.24% |
$54.3K - $62.1K
|
63.5K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.16K- 1.94% |
$55.3K - $63.2K
|
109K
$2.96M
|