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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-10.4K- 6.53% |
$238K - $292K
|
149K
$4.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 3.74% |
$245K - $300K
|
275K
$8.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.7K- 2.82% |
$246K - $301K
|
370K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.5K- 99.7% |
$263K - $321K
|
34
$1K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.1K- 2.43% |
$278K - $340K
|
487K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12.2K- 0.81% |
$279K - $341K
|
1.49M
$44M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12.5K- 7.71% |
$286K - $350K
|
149K
$4.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 28.71% |
$294K - $359K
|
31.8K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 6.14% |
$296K - $362K
|
197K
$5.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14K- 11.39% |
$320K - $392K
|
109K
$3.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-14.2K- 10.53% |
$325K - $398K
|
121K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14.3K- 5.38% |
$328K - $401K
|
252K
$7.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-14.5K- 13.7% |
$332K - $407K
|
91.3K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 0.88% |
$334K - $408K
|
1.63M
$48.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$346K - $423K
|
76.4K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16K- 1.72% |
$367K - $449K
|
916K
$27.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.2K- 3.95% |
$371K - $454K
|
394K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 62.75% |
$388K - $474K
|
10K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-17.1K- 11.63% |
$392K - $480K
|
130K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-17.1K- 10.7% |
$393K - $481K
|
143K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17.5K- 6.16% |
$401K - $491K
|
267K
$7.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-17.6K- 4.53% |
$404K - $495K
|
372K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-17.9K- 22.74% |
$411K - $503K
|
61K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-18.2K- 1.88% |
$416K - $509K
|
950K
$28.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-18.5K- 39.27% |
$423K - $518K
|
28.5K
$843K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-19.3K- 10.42% |
$442K - $541K
|
166K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20.2K- 5.28% |
$464K - $568K
|
363K
$10.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-20.2K- 17.58% |
$464K - $568K
|
94.9K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21.1K- 0.5% |
$483K - $591K
|
4.18M
$124M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 17.67% |
$491K - $601K
|
99.9K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-22.9K- 23.22% |
$524K - $641K
|
75.6K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 19.08% |
$535K - $655K
|
99K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.6K- 22.81% |
$540K - $661K
|
79.8K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-24.2K- 4.67% |
$555K - $679K
|
494K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.2K- 32.38% |
$556K - $680K
|
50.6K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 13.65% |
$557K - $682K
|
154K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24.6K- 28.31% |
$564K - $690K
|
62.3K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 1.4% |
$579K - $708K
|
1.78M
$52.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.2K- 62.73% |
$600K - $735K
|
15.6K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28K- 7.29% |
$641K - $785K
|
356K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.8K- 1.79% |
$659K - $807K
|
1.58M
$46.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 10.54% |
$667K - $817K
|
247K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-29.5K- 15.52% |
$676K - $827K
|
161K
$4.74M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-32.4K- 27.55% |
$742K - $908K
|
85.1K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-32.7K- 8.71% |
$749K - $916K
|
342K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32.7K- 7.6% |
$749K - $917K
|
397K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34K- 68.4% |
$779K - $954K
|
15.7K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-34.8K- 15.39% |
$798K - $976K
|
191K
$5.65M
|