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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.5K- 3.57% |
$115K - $131K
|
121K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.53K- 3.09% |
$116K - $132K
|
142K
$3.84M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.54K- 2.07% |
$116K - $133K
|
215K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.55K- 4.29% |
$116K - $133K
|
102K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 11.43% |
$116K - $133K
|
35.3K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.61K- 6.91% |
$118K - $135K
|
62.1K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.72K- 8.45% |
$121K - $138K
|
51.2K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.89K- 9.32% |
$125K - $143K
|
47.6K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.96K- 14.96% |
$127K - $145K
|
28.2K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.02K- 10.41% |
$128K - $147K
|
43.1K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-5.04K- 1.18% |
$129K - $147K
|
423K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-5.1K- 18.62% |
$130K - $149K
|
22.3K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-5.18K- 1.11% |
$133K - $151K
|
461K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.31K- 5.9% |
$136K - $155K
|
84.7K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.32K- 7.37% |
$136K - $155K
|
66.9K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-5.47K- 2.98% |
$140K - $160K
|
178K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.57K- 30.05% |
$143K - $163K
|
13K
$351K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.77K- 8.58% |
$148K - $169K
|
61.5K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.87K- 13.01% |
$150K - $172K
|
39.3K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.9K- 14.06% |
$151K - $172K
|
36K
$975K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.94K- 25.48% |
$152K - $174K
|
17.4K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.98K- 1.81% |
$153K - $175K
|
324K
$8.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.06K- 5.39% |
$155K - $177K
|
106K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.1K- 7.82% |
$156K - $178K
|
71.9K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.26K- 7.71% |
$160K - $183K
|
74.9K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.4K- 16.42% |
$164K - $187K
|
32.6K
$881K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.68K- 0.23% |
$171K - $195K
|
2.88M
$77.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-6.81K- 10.3% |
$174K - $199K
|
59.3K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.96K- 3.05% |
$178K - $204K
|
221K
$5.99M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.04K- 18.98% |
$180K - $206K
|
30.1K
$813K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.07K- 12.73% |
$181K - $207K
|
48.5K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-7.17K- 1.77% |
$183K - $210K
|
397K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-7.17K- 43.84% |
$183K - $210K
|
9.19K
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-7.18K- 16.77% |
$184K - $210K
|
35.6K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.24K- 1.07% |
$185K - $212K
|
667K
$18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.26K- 4.19% |
$186K - $212K
|
166K
$4.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-7.34K- 2.16% |
$188K - $215K
|
333K
$9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-7.4K- 14.68% |
$189K - $216K
|
43K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.62K- 1.9% |
$195K - $223K
|
393K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7.64K- 22.32% |
$195K - $223K
|
26.6K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-7.72K- 4.67% |
$197K - $226K
|
158K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.74K- 2.84% |
$198K - $226K
|
265K
$7.16M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-7.87K- 1.75% |
$201K - $230K
|
443K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.17K- 7.66% |
$209K - $239K
|
98.5K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.32K- 12.74% |
$213K - $243K
|
57K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.33K- 3.76% |
$213K - $244K
|
213K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.4K- 10.48% |
$215K - $246K
|
71.8K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-8.82K- 34.06% |
$226K - $258K
|
17.1K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.97K- 1.81% |
$230K - $262K
|
486K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-9.2K- 28.31% |
$235K - $269K
|
23.3K
$630K
|