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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.4K- 16.4% |
$496K - $567K
|
98.9K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19.8K- 4.4% |
$508K - $580K
|
431K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-20.2K- 57.78% |
$517K - $591K
|
14.8K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-21.6K- 5.9% |
$551K - $630K
|
344K
$9.3M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-22.1K- 11.99% |
$565K - $645K
|
162K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-24.3K- 5.99% |
$621K - $710K
|
381K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3K- 3.45% |
$621K - $710K
|
680K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.5K- 34.27% |
$628K - $718K
|
47.1K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-25K- 6.24% |
$639K - $730K
|
375K
$10.1M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.5K- 64.91% |
$652K - $746K
|
13.8K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26.5K- 6.51% |
$677K - $774K
|
380K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-27.8K- 29.09% |
$712K - $814K
|
67.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28K- 21.2% |
$715K - $818K
|
104K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-29.9K- 11.46% |
$766K - $875K
|
231K
$6.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33.2K- 79.14% |
$849K - $970K
|
8.75K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-34.6K- 19.06% |
$886K - $1.01M
|
147K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.7K- 65.43% |
$888K - $1.01M
|
18.3K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-35.1K- 25.36% |
$898K - $1.03M
|
103K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36K- 0.36% |
$921K - $1.05M
|
10M
$272M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.5K- 73.99% |
$933K - $1.07M
|
12.8K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-36.7K- 37.12% |
$939K - $1.07M
|
62.2K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-37.3K- 43.04% |
$953K - $1.09M
|
49.3K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-42.5K- 81.98% |
$1.09M - $1.24M
|
9.34K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-43.8K- 16.04% |
$1.12M - $1.28M
|
230K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.6K- 25.71% |
$1.14M - $1.3M
|
129K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45.1K- 13.98% |
$1.15M - $1.32M
|
277K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-45.1K- 2.75% |
$1.15M - $1.32M
|
1.6M
$43.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45.2K- 9.52% |
$1.16M - $1.32M
|
430K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-46.6K- 10.21% |
$1.19M - $1.36M
|
410K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-48.4K- 7.22% |
$1.24M - $1.42M
|
622K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-52.8K- 42.3% |
$1.35M - $1.54M
|
72K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-53.3K- 2.75% |
$1.36M - $1.56M
|
1.89M
$51M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-65.5K- 99.36% |
$1.67M - $1.91M
|
422
$11.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-69.9K- 7.67% |
$1.79M - $2.04M
|
841K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74.8K- 4.44% |
$1.91M - $2.19M
|
1.61M
$43.6M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-91.3K- 28.29% |
$2.34M - $2.67M
|
231K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-91.4K- 84.91% |
$2.34M - $2.67M
|
16.2K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-91.6K- 27.64% |
$2.34M - $2.68M
|
240K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-94.8K- 9.23% |
$2.42M - $2.77M
|
932K
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-102K- 48.18% |
$2.61M - $2.98M
|
110K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-117K- 88.66% |
$2.98M - $3.41M
|
14.9K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-119K- 41.98% |
$3.04M - $3.47M
|
164K
$4.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 5.39% |
$3.57M - $4.08M
|
2.45M
$66.3M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-167K- 10.0% |
$4.27M - $4.88M
|
1.5M
$40.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-186K- 3.05% |
$4.75M - $5.43M
|
5.9M
$160M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-186K- 22.68% |
$4.76M - $5.44M
|
635K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-196K- 85.76% |
$5.01M - $5.73M
|
32.5K
$880K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-203K- 19.62% |
$5.19M - $5.93M
|
831K
$22.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-258K- 19.99% |
$6.59M - $7.53M
|
1.03M
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-307K- 14.44% |
$7.86M - $8.98M
|
1.82M
$49.2M
|