Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 0.34% |
$3.14K - $3.84K
|
40.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-142Closed |
$3.25K - $3.98K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-144- 16.33% |
$3.3K - $4.04K
|
738
$21.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-144- 0.32% |
$3.3K - $4.04K
|
45K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-147- 1.06% |
$3.37K - $4.12K
|
13.7K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-163- 0.83% |
$3.74K - $4.57K
|
19.5K
$574K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-169- 0.25% |
$3.87K - $4.74K
|
68.7K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-178- 0.7% |
$4.08K - $4.99K
|
25.3K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-182- 4.95% |
$4.17K - $5.11K
|
3.49K
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-195- 1.04% |
$4.47K - $5.47K
|
18.5K
$546K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 0.59% |
$4.58K - $5.61K
|
33.6K
$989K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-202- 0.55% |
$4.63K - $5.67K
|
36.6K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-204- 0.72% |
$4.68K - $5.72K
|
28K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-205- 0.26% |
$4.7K - $5.75K
|
79.6K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-220- 2.55% |
$5.04K - $6.17K
|
8.42K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-220- 1.43% |
$5.04K - $6.17K
|
15.2K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-221- 0.56% |
$5.07K - $6.2K
|
38.9K
$1.15M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-227- 2.08% |
$5.2K - $6.37K
|
10.7K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-240- 1.0% |
$5.5K - $6.73K
|
23.7K
$698K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-240- 1.43% |
$5.5K - $6.73K
|
16.5K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-250- 1.68% |
$5.73K - $7.01K
|
14.6K
$432K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 1.02% |
$5.73K - $7.01K
|
24.3K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-251- 0.46% |
$5.75K - $7.04K
|
54.7K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-253- 0.43% |
$5.8K - $7.1K
|
57.9K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-255- 1.0% |
$5.84K - $7.15K
|
25.2K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-274- 0.82% |
$6.28K - $7.69K
|
33.1K
$977K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-276- 56.1% |
$6.33K - $7.74K
|
216
$6.37K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-279- 0.06% |
$6.39K - $7.83K
|
499K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.48% |
$6.78K - $8.3K
|
19.7K
$580K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.35% |
$6.88K - $8.42K
|
22K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-301- 2.85% |
$6.9K - $8.44K
|
10.2K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-305- 1.67% |
$6.99K - $8.56K
|
17.9K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-307- 46.73% |
$7.04K - $8.61K
|
350
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-325- 8.5% |
$7.45K - $9.12K
|
3.5K
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-326- 1.04% |
$7.47K - $9.14K
|
31.1K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-331- 3.3% |
$7.59K - $9.28K
|
9.71K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-331- 1.94% |
$7.59K - $9.28K
|
16.7K
$494K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-348- 4.46% |
$7.98K - $9.76K
|
7.46K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-366- 0.23% |
$8.39K - $10.3K
|
157K
$4.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-373- 0.93% |
$8.55K - $10.5K
|
39.7K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$587K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-376- 1.06% |
$8.62K - $10.5K
|
35.1K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-397- 2.72% |
$9.1K - $11.1K
|
14.2K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 1.95% |
$9.17K - $11.2K
|
20.1K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-414- 0.33% |
$9.49K - $11.6K
|
127K
$3.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-427- 1.05% |
$9.79K - $12K
|
40.4K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-445- 2.43% |
$10.2K - $12.5K
|
17.9K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-451- 0.5% |
$10.3K - $12.7K
|
89.9K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-470- 1.28% |
$10.8K - $13.2K
|
36.2K
$1.07M
|