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 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9+ 0.02% |
$230 - $263
|
57.9K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 0.08% |
$205 - $234
|
9.45K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.27% |
$205 - $234
|
2.95K
$79.7K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7+ 0.03% |
$179 - $205
|
20.5K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.02% |
$153 - $175
|
30.3K
$818K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6+ 0.05% |
$153 - $175
|
12.9K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.32% |
$128 - $146
|
1.58K
$42.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $117
|
11.7K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$76.7 - $87.7
|
8.1K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
3+ 0.0% |
$76.7 - $87.7
|
67.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.3% |
$76.7 - $87.7
|
987
$26.7K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.32% |
$51.2 - $58.5
|
636
$17.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$51.2 - $58.5
|
777
$21K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.05% |
$25.6 - $29.2
|
2.21K
$59.7K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$25.6 - $29.2
|
1.24K
$33.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$25.6 - $29.2
|
10.9K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$25.6 - $29.2
|
1.28K
$34.7K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$25.6 - $29.2
|
2.62K
$71K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.2% |
$25.6 - $29.2
|
492
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.51% |
$25.6 - $29.2
|
197
$5.33K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.46% |
$25.6 - $29.2
|
218
$5.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.63% |
$25.6 - $29.2
|
161
$4.36K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.3% |
$25.6 - $29.2
|
337
$9.12K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.01% |
$25.6 - $29.2
|
13.6K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1- -0.0% |
$25.6 - $29.2
|
41K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-2- 0.01% |
$51.2 - $58.5
|
22.2K
$600K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.03% |
$179 - $205
|
24.6K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-13- 0.1% |
$333 - $380
|
13.4K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-17- 0.06% |
$435 - $497
|
28.2K
$763K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-17- 0.03% |
$435 - $497
|
55.7K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-18- 0.83% |
$460 - $526
|
2.15K
$58.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-20- 0.11% |
$512 - $585
|
18.2K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-20- 0.03% |
$512 - $585
|
73.4K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.4% |
$537 - $614
|
5.18K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-24- 0.18% |
$614 - $702
|
13.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-31- 0.09% |
$793 - $906
|
33.2K
$897K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-31- 0.08% |
$793 - $906
|
40.6K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$793 - $906
|
35.7K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-32- 0.07% |
$819 - $936
|
44.1K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-35- 0.21% |
$895 - $1.02K
|
16.7K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.39% |
$921 - $1.05K
|
9.28K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37- 0.45% |
$946 - $1.08K
|
8.11K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-45- 0.19% |
$1.15K - $1.32K
|
23.3K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 0.14% |
$1.28K - $1.46K
|
35.5K
$960K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-52- 0.28% |
$1.33K - $1.52K
|
18.5K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 0.29% |
$1.38K - $1.58K
|
18.5K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.18% |
$1.53K - $1.75K
|
33.8K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69- 0.79% |
$1.77K - $2.02K
|
8.66K
$234K
|