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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.45K- 68.61% |
$56.2K - $68.8K
|
1.12K
$33.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.45K- 2.15% |
$56.2K - $68.8K
|
112K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.5K- 1.31% |
$57.3K - $70.2K
|
188K
$5.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.56K- 8.65% |
$58.7K - $71.8K
|
27K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.57K- 7.54% |
$58.9K - $72.1K
|
31.5K
$928K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 4.1% |
$59K - $72.2K
|
60.3K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 8.16% |
$59.3K - $72.5K
|
29.1K
$857K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.6K- 3.34% |
$59.5K - $72.8K
|
75.1K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.61K- 4.58% |
$59.8K - $73.2K
|
54.4K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.63K- 6.27% |
$60.2K - $73.6K
|
39.2K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-2.64K- 3.02% |
$60.5K - $74K
|
84.6K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.65K- 2.39% |
$60.8K - $74.4K
|
108K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.73K- 0.77% |
$62.6K - $76.6K
|
351K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$63.6K - $77.9K
|
352K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.83K- 2.5% |
$64.8K - $79.3K
|
110K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.9K- 0.6% |
$66.5K - $81.4K
|
480K
$14.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.97K- 1.41% |
$68K - $83.3K
|
207K
$6.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.99K- 8.01% |
$68.6K - $84K
|
34.4K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.04K- 2.29% |
$69.7K - $85.4K
|
130K
$3.82M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.1K- 25.45% |
$71K - $86.8K
|
9.07K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.15K- 7.95% |
$72.3K - $88.4K
|
36.5K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 8.39% |
$73.5K - $90K
|
35K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 3.42% |
$74K - $90.6K
|
91.2K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-3.26K- 4.37% |
$74.6K - $91.3K
|
71.2K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.3K- 1.96% |
$75.5K - $92.4K
|
165K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.45K- 7.13% |
$79.1K - $96.9K
|
45K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.46K- 8.03% |
$79.3K - $97.1K
|
39.7K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.5K- 8.46% |
$80.2K - $98.2K
|
37.9K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.55K- 7.0% |
$81.3K - $99.5K
|
47.1K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.6K- 2.73% |
$82.5K - $101K
|
128K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.75K- 5.95% |
$85.9K - $105K
|
59.3K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.79K- 1.05% |
$86.9K - $106K
|
359K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.8K- 2.68% |
$87K - $107K
|
138K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.88K- 25.19% |
$88.9K - $109K
|
11.5K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-3.9K- 1.06% |
$89.3K - $109K
|
363K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.92K- 1.71% |
$89.9K - $110K
|
226K
$6.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.96K- 16.99% |
$90.7K - $111K
|
19.3K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-4.25K- 34.28% |
$97.5K - $119K
|
8.15K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.28K- 1.36% |
$98.1K - $120K
|
312K
$9.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 1.07% |
$102K - $124K
|
408K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.63K- 8.28% |
$106K - $130K
|
51.3K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.67K- 7.52% |
$107K - $131K
|
57.4K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-4.68K- 1.52% |
$107K - $131K
|
303K
$8.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.76K- 37.3% |
$109K - $134K
|
8.01K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.77K- 33.29% |
$109K - $134K
|
9.56K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.88K- 14.96% |
$112K - $137K
|
27.7K
$817K
|