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 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-91.6K- 27.64% |
$2.34M - $2.68M
|
240K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-94.8K- 9.23% |
$2.42M - $2.77M
|
932K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-102K- 48.18% |
$2.61M - $2.98M
|
110K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-117K- 88.66% |
$2.98M - $3.41M
|
14.9K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-119K- 41.98% |
$3.04M - $3.47M
|
164K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 5.39% |
$3.57M - $4.08M
|
2.45M
$72.3M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-167K- 10.0% |
$4.27M - $4.88M
|
1.5M
$44.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-186K- 3.05% |
$4.75M - $5.43M
|
5.9M
$174M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-186K- 22.68% |
$4.76M - $5.44M
|
635K
$18.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-196K- 85.76% |
$5.01M - $5.73M
|
32.5K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-203K- 19.62% |
$5.19M - $5.93M
|
831K
$24.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-258K- 19.99% |
$6.59M - $7.53M
|
1.03M
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-307K- 14.44% |
$7.86M - $8.98M
|
1.82M
$53.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-344K- 10.29% |
$8.81M - $10.1M
|
3M
$88.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-570K- 38.78% |
$14.6M - $16.7M
|
900K
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-636K- 1.07% |
$16.3M - $18.6M
|
58.8M
$1.73B
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74M- 30.37% |
$44.4M - $50.8M
|
3.98M
$117M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.9M- 96.18% |
$278M - $318M
|
431K
$12.7M
|