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
|
Leverty Financial Group, LLC
|
SELL
|
- |
-35.4K- 70.17% |
$811K - $992K
|
15K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-35.7K- 17.56% |
$819K - $1M
|
168K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.8K- 50.67% |
$843K - $1.03M
|
35.8K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39K- 5.84% |
$893K - $1.09M
|
628K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-41.5K- 16.61% |
$952K - $1.16M
|
208K
$6.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44.9K- 31.55% |
$1.03M - $1.26M
|
97.5K
$2.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-47.9K- 21.23% |
$1.1M - $1.34M
|
178K
$5.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48.4K- 5.82% |
$1.11M - $1.36M
|
783K
$23.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-48.7K- 5.78% |
$1.12M - $1.36M
|
793K
$23.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-51.6K- 13.1% |
$1.18M - $1.45M
|
342K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.9K- 2.37% |
$1.19M - $1.45M
|
2.14M
$62.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52.7K- 11.35% |
$1.21M - $1.48M
|
412K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-52.8K- 51.61% |
$1.21M - $1.48M
|
49.5K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57.5K- 5.3% |
$1.32M - $1.61M
|
1.03M
$30.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67.8K- 70.02% |
$1.55M - $1.9M
|
29K
$855K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-68.9K- 7.65% |
$1.58M - $1.93M
|
832K
$24.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 73.82% |
$1.67M - $2.05M
|
25.9K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-73.4K- 3.89% |
$1.68M - $2.06M
|
1.81M
$53.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73.5K- 17.15% |
$1.68M - $2.06M
|
355K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-78K- 33.73% |
$1.79M - $2.19M
|
153K
$4.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81.8K- 91.54% |
$1.87M - $2.29M
|
7.55K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-86.1K- 87.37% |
$1.97M - $2.41M
|
12.4K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 3.08% |
$2.12M - $2.59M
|
2.91M
$85.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98.5K- 78.52% |
$2.26M - $2.76M
|
26.9K
$794K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-103K- 55.17% |
$2.36M - $2.89M
|
83.8K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106K- 1.79% |
$2.43M - $2.97M
|
5.8M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 30.68% |
$2.72M - $3.33M
|
268K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 13.32% |
$3.18M - $3.89M
|
903K
$26.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-140K- 10.08% |
$3.21M - $3.92M
|
1.25M
$36.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147K- 9.43% |
$3.36M - $4.11M
|
1.41M
$41.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-151K- 76.03% |
$3.46M - $4.24M
|
47.7K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-166K- 49.42% |
$3.82M - $4.67M
|
170K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-175K- 9.61% |
$4.01M - $4.9M
|
1.65M
$48.5M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-181K- 72.82% |
$4.14M - $5.07M
|
67.4K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-181K- 79.66% |
$4.15M - $5.08M
|
46.2K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-190K- 39.29% |
$4.35M - $5.33M
|
293K
$8.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-245K- 38.58% |
$5.61M - $6.87M
|
390K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-255K- 10.39% |
$5.84M - $7.15M
|
2.2M
$64.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-313K- 44.97% |
$7.18M - $8.79M
|
384K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-424K- 17.55% |
$9.72M - $11.9M
|
1.99M
$58.7M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-648K- 50.26% |
$14.9M - $18.2M
|
641K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-904K- 13.09% |
$20.7M - $25.4M
|
6M
$177M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-906K- 30.47% |
$20.8M - $25.4M
|
2.07M
$60.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.14M- 73.55% |
$26M - $31.8M
|
408K
$12M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.54M- 95.75% |
$35.4M - $43.3M
|
68.5K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.54M- 95.75% |
$35.4M - $43.3M
|
68.5K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.2M- 81.62% |
$96.3M - $118M
|
946K
$27.9M
|