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
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-9.28K- 19.87% |
$237K - $271K
|
37.4K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-9.34K- 5.48% |
$239K - $273K
|
161K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.39K- 4.78% |
$240K - $274K
|
187K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.4K- 1.85% |
$240K - $275K
|
499K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-9.4K- 9.32% |
$240K - $275K
|
91.5K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-9.81K- 9.43% |
$251K - $287K
|
94.2K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-10.4K- 7.27% |
$266K - $305K
|
133K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.4K- 2.02% |
$267K - $305K
|
506K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.9K- 49.05% |
$278K - $318K
|
11.3K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 7.98% |
$278K - $318K
|
125K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 8.18% |
$279K - $319K
|
122K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.0% |
$280K - $320K
|
88.5K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.4K- 3.04% |
$292K - $334K
|
364K
$9.85M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.4K- 3.04% |
$292K - $334K
|
364K
$9.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-11.5K- 1.8% |
$295K - $338K
|
630K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11.6K- 0.83% |
$298K - $341K
|
1.39M
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 1.76% |
$299K - $341K
|
652K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-12.2K- 16.61% |
$312K - $357K
|
61.2K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-12.3K- 31.86% |
$314K - $359K
|
26.3K
$710K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12.8K- 15.91% |
$327K - $373K
|
67.5K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.8K- 30.17% |
$327K - $374K
|
29.6K
$801K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-13.5K- 7.28% |
$346K - $395K
|
172K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-13.6K- 61.54% |
$347K - $396K
|
8.47K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-13.6K- 6.28% |
$349K - $399K
|
204K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.7K- 10.14% |
$349K - $399K
|
121K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13.7K- 11.86% |
$351K - $402K
|
102K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-13.9K- 4.65% |
$355K - $405K
|
284K
$7.68M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-14.3K- 4.33% |
$365K - $417K
|
315K
$8.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-14.4K- 18.05% |
$369K - $422K
|
65.5K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.5K- 21.94% |
$371K - $424K
|
51.6K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-15K- 36.71% |
$383K - $438K
|
25.8K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 3.4% |
$385K - $441K
|
429K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.3K- 5.75% |
$390K - $446K
|
250K
$6.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-15.3K- 45.39% |
$391K - $447K
|
18.4K
$498K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15.5K- 5.49% |
$395K - $452K
|
266K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-15.9K- 4.13% |
$408K - $466K
|
370K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16.2K- 22.03% |
$415K - $474K
|
57.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 11.71% |
$424K - $485K
|
125K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.7K- 5.53% |
$428K - $489K
|
286K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-16.8K- 36.0% |
$431K - $492K
|
29.9K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-17K- 4.18% |
$435K - $497K
|
390K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-17.1K- 15.9% |
$436K - $499K
|
90.2K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.3K- 15.51% |
$444K - $507K
|
94.5K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-17.5K- 65.64% |
$448K - $512K
|
9.16K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17.6K- 14.27% |
$451K - $515K
|
106K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-18K- 8.67% |
$461K - $527K
|
190K
$5.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-18K- 14.19% |
$462K - $528K
|
109K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-18.5K- 52.15% |
$474K - $541K
|
17K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-18.6K- 3.29% |
$475K - $543K
|
547K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.4K- 7.46% |
$495K - $566K
|
240K
$6.5M
|