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
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 2.9% |
$11.3K - $13.9K
|
16.6K
$488K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-500- 0.61% |
$11.5K - $14K
|
81.9K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-501- 1.72% |
$11.5K - $14.1K
|
28.6K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.15% |
$11.8K - $14.4K
|
345K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-532- 3.5% |
$12.2K - $14.9K
|
14.7K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-552- 5.96% |
$12.7K - $15.5K
|
8.71K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-563- 26.14% |
$12.9K - $15.8K
|
1.59K
$46.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-565- 1.39% |
$12.9K - $15.8K
|
40K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-575- 3.17% |
$13.2K - $16.1K
|
17.6K
$518K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-577- 19.38% |
$13.2K - $16.2K
|
2.4K
$70.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-578- 0.49% |
$13.2K - $16.2K
|
118K
$3.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-605- 1.29% |
$13.9K - $17K
|
46.2K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-605- 1.14% |
$13.9K - $17K
|
52.4K
$1.55M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-611- 2.13% |
$14K - $17.1K
|
28.1K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-627- 2.92% |
$14.4K - $17.6K
|
20.8K
$614K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-669- 0.94% |
$15.3K - $18.8K
|
70.4K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-673- 8.4% |
$15.4K - $18.9K
|
7.34K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-675- 3.04% |
$15.5K - $18.9K
|
21.5K
$634K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-689- 1.12% |
$15.8K - $19.3K
|
60.8K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-702- 14.47% |
$16.1K - $19.7K
|
4.15K
$122K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-734- 2.18% |
$16.8K - $20.6K
|
32.9K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-760- 0.53% |
$17.4K - $21.3K
|
142K
$4.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-763- 0.21% |
$17.5K - $21.4K
|
362K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-775- 0.35% |
$17.8K - $21.7K
|
218K
$6.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-776- 0.76% |
$17.8K - $21.8K
|
102K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-800- 9.86% |
$18.3K - $22.4K
|
7.31K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-814- 2.16% |
$18.7K - $22.8K
|
36.8K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-822- 2.53% |
$18.8K - $23.1K
|
31.7K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-837- 7.62% |
$19.2K - $23.5K
|
10.1K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-838- 3.47% |
$19.2K - $23.5K
|
23.3K
$687K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-840- 3.92% |
$19.3K - $23.6K
|
20.6K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-899- 6.61% |
$20.6K - $25.2K
|
12.7K
$374K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-900- 4.95% |
$20.6K - $25.2K
|
17.3K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.13% |
$21.1K - $25.9K
|
81K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-923- 3.27% |
$21.2K - $25.9K
|
27.3K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-925- 4.09% |
$21.2K - $25.9K
|
21.7K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-930- 7.34% |
$21.3K - $26.1K
|
11.7K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-936- 3.51% |
$21.5K - $26.3K
|
25.7K
$757K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-951- 76.57% |
$21.8K - $26.7K
|
291
$8.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-970- 2.64% |
$22.2K - $27.2K
|
35.8K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-984- 0.8% |
$22.6K - $27.6K
|
122K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 1.39% |
$22.9K - $28K
|
70.9K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.01K- 4.43% |
$23.2K - $28.4K
|
21.8K
$643K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 9.83% |
$24.5K - $30K
|
9.81K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 6.18% |
$24.6K - $30.1K
|
16.3K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.1K- 1.7% |
$25.3K - $30.9K
|
63.8K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 1.01% |
$25.4K - $31.1K
|
108K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.13K- 4.08% |
$26K - $31.8K
|
26.6K
$785K
|