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 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.15K- 3.53% |
$26.3K - $32.2K
|
31.4K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 4.63% |
$27K - $33K
|
24.2K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 1.22% |
$28.2K - $34.6K
|
100K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.25K- 1.37% |
$28.7K - $35.1K
|
90.2K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 2.57% |
$29.2K - $35.8K
|
48.5K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.28K- 1.17% |
$29.4K - $36K
|
108K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 5.19% |
$29.6K - $36.2K
|
23.6K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.31K- 0.81% |
$30K - $36.7K
|
161K
$4.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.23% |
$30.5K - $37.3K
|
107K
$3.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.35K- 6.56% |
$30.8K - $37.7K
|
19.2K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.35K- 0.98% |
$31K - $37.9K
|
136K
$4.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 10.09% |
$31.1K - $38K
|
12.1K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 4.49% |
$31.6K - $38.6K
|
29.3K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.43K- 3.01% |
$32.8K - $40.1K
|
46.1K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.44K- 9.46% |
$33.1K - $40.5K
|
13.8K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 1.51% |
$33.1K - $40.6K
|
94.2K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.45K- 2.35% |
$33.3K - $40.8K
|
60.4K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.26% |
$34.8K - $42.6K
|
65.8K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.53K- 4.28% |
$35K - $42.9K
|
34.2K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.54K- 2.81% |
$35.4K - $43.3K
|
53.5K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.56K- 10.53% |
$35.6K - $43.6K
|
13.2K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.57K- 94.05% |
$35.9K - $43.9K
|
99
$2.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 4.56% |
$35.9K - $44K
|
32.8K
$968K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.62K- 2.64% |
$37.1K - $45.4K
|
59.6K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 11.88% |
$37.6K - $46K
|
12.2K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.7K- 3.04% |
$38.9K - $47.7K
|
54.2K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.71K- 9.61% |
$39.1K - $47.9K
|
16.1K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$39.6K - $48.4K
|
89.5K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 2.92% |
$40.1K - $49.1K
|
58.1K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.21% |
$40.4K - $49.4K
|
144K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.76K- 3.58% |
$40.4K - $49.5K
|
47.5K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.78K- 41.8% |
$40.9K - $50K
|
2.48K
$73.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 4.82% |
$41.6K - $50.9K
|
35.8K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.82K- 13.71% |
$41.6K - $51K
|
11.4K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 0.8% |
$42.1K - $51.5K
|
229K
$6.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.84K- 5.46% |
$42.2K - $51.7K
|
31.9K
$940K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 0.77% |
$42.4K - $51.9K
|
238K
$7.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.09K- 2.71% |
$47.9K - $58.7K
|
75K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-2.15K- 3.56% |
$49.2K - $60.3K
|
58.2K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.17K- 2.4% |
$49.7K - $60.8K
|
88K
$2.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.21K- 14.83% |
$50.6K - $62K
|
12.7K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 5.32% |
$51.3K - $62.8K
|
39.8K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.3K- 2.72% |
$52.7K - $64.5K
|
82.4K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.3K- 8.53% |
$52.7K - $64.5K
|
24.6K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.34K- 2.2% |
$53.6K - $65.6K
|
104K
$3.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.38K- 1.17% |
$54.5K - $66.7K
|
201K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.44K- 1.51% |
$55.9K - $68.4K
|
159K
$4.67M
|