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 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.17K- 1.8% |
$55.4K - $63.4K
|
118K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.19K- 10.72% |
$56K - $64K
|
18.2K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.33K- 2.05% |
$59.5K - $68K
|
111K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 2.79% |
$60.6K - $69.3K
|
82.7K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.37K- 3.51% |
$60.6K - $69.3K
|
65.2K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.41K- 3.27% |
$61.6K - $70.4K
|
71.1K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.42K- 10.14% |
$61.8K - $70.7K
|
21.4K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.43K- 9.11% |
$62.2K - $71.1K
|
24.3K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-2.44K- 3.5% |
$62.5K - $71.4K
|
67.3K
$1.82M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.46K- 20.49% |
$62.8K - $71.8K
|
9.53K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.52K- 15.31% |
$64.5K - $73.7K
|
13.9K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-2.53K- 4.2% |
$64.7K - $74K
|
57.8K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.56K- 1.8% |
$65.4K - $74.7K
|
139K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.6K- 0.45% |
$66.4K - $75.9K
|
580K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.66K- 23.92% |
$67.9K - $77.7K
|
8.45K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.67K- 50.0% |
$68.3K - $78.1K
|
2.67K
$72.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$71K - $81.2K
|
355K
$9.6M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.78K- 2.41% |
$71.1K - $81.3K
|
113K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 8.83% |
$71.1K - $81.3K
|
28.7K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.82K- 1.01% |
$72.1K - $82.4K
|
277K
$7.51M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.9K- 23.88% |
$74.3K - $84.9K
|
9.26K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.93K- 3.73% |
$74.8K - $85.5K
|
75.5K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.93K- 16.98% |
$75K - $85.7K
|
14.3K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 1.18% |
$75.1K - $85.9K
|
247K
$6.67M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.04K- 1.43% |
$77.9K - $89K
|
210K
$5.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.07K- 5.66% |
$78.5K - $89.7K
|
51.1K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.09K- 1.07% |
$79K - $90.3K
|
287K
$7.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 1.26% |
$79.9K - $91.4K
|
244K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.19K- 4.82% |
$81.5K - $93.2K
|
62.9K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.23K- 10.78% |
$82.7K - $94.6K
|
26.8K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.3K- 0.68% |
$84.3K - $96.4K
|
483K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-3.31K- 9.0% |
$84.6K - $96.7K
|
33.4K
$904K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.48K- 67.41% |
$88.9K - $102K
|
1.68K
$45.4K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 36.5% |
$90.2K - $103K
|
6.13K
$166K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-3.6K- 4.67% |
$92K - $105K
|
73.4K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.42% |
$92.1K - $105K
|
250K
$6.77M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.72K- 3.97% |
$95K - $109K
|
89.9K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.77K- 4.63% |
$96.5K - $110K
|
77.7K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.84K- 8.94% |
$98.3K - $112K
|
39.2K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 13.81% |
$98.9K - $113K
|
24.1K
$653K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 4.11% |
$99.2K - $113K
|
90.4K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.91K- 1.37% |
$100K - $114K
|
281K
$7.61M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 2.44% |
$102K - $117K
|
160K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4.02K- 2.75% |
$103K - $118K
|
142K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.17K- 0.74% |
$107K - $122K
|
556K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 3.64% |
$107K - $122K
|
111K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.23K- 0.17% |
$108K - $124K
|
2.42M
$65.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.3K- 0.82% |
$110K - $126K
|
518K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.42K- 4.62% |
$113K - $129K
|
91.3K
$2.47M
|