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 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
48.1KNew |
$1.1M - $1.35M
|
48.1K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
48K+ 8.29% |
$1.1M - $1.35M
|
628K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.8K+ 66.79% |
$1.1M - $1.34M
|
119K
$3.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47K+ 3.78% |
$1.08M - $1.32M
|
1.29M
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42.1KNew |
$964K - $1.18M
|
42.1K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$918K - $1.12M
|
40K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.9K+ 146.33% |
$892K - $1.09M
|
65.5K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.3K+ 3.93% |
$833K - $1.02M
|
960K
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35.6K+ 407.34% |
$817K - $999K
|
44.4K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33.9K+ 59.69% |
$778K - $952K
|
90.8K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
33K+ 15.33% |
$756K - $926K
|
248K
$7.32M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
32.7K+ 48.93% |
$750K - $918K
|
99.6K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
32K+ 13.37% |
$734K - $898K
|
271K
$8M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
31.2KNew |
$716K - $876K
|
31.2K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.9K+ 36.36% |
$707K - $866K
|
116K
$3.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
30.7K+ 4.71% |
$703K - $861K
|
682K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.5K+ 4.91% |
$698K - $854K
|
651K
$19.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
29.5K+ 6.81% |
$676K - $827K
|
462K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
28.5K+ 2.71% |
$652K - $798K
|
1.08M
$31.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.9K+ 33.79% |
$640K - $784K
|
111K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 212.81% |
$625K - $765K
|
40.1K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
26.5K+ 16.84% |
$607K - $742K
|
184K
$5.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
26.2K+ 44.15% |
$600K - $734K
|
85.5K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$728K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
24.4K+ 6.69% |
$558K - $683K
|
389K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24.4K+ 6.69% |
$558K - $683K
|
389K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.83% |
$552K - $675K
|
377K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
23.9K+ 4.51% |
$548K - $671K
|
555K
$16.4M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
23.8KNew |
$546K - $668K
|
23.8K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.3K+ 2.84% |
$535K - $654K
|
844K
$24.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.7K+ 3.4% |
$521K - $637K
|
691K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.2K+ 4.67% |
$508K - $622K
|
497K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
21.8K+ 160.19% |
$499K - $611K
|
35.4K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.7K+ 126.14% |
$498K - $610K
|
39K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.3KNew |
$488K - $598K
|
21.3K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 4.34% |
$487K - $596K
|
511K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
20.8K+ 6.05% |
$477K - $583K
|
365K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20.3K+ 6.57% |
$464K - $568K
|
329K
$9.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 16.71% |
$449K - $550K
|
137K
$4.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
19.4KNew |
$445K - $545K
|
19.4K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1K+ 3.94% |
$438K - $536K
|
504K
$14.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.9K+ 145.97% |
$434K - $531K
|
31.9K
$941K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.9K+ 6.44% |
$434K - $531K
|
313K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 25.96% |
$429K - $525K
|
90.7K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.4K+ 5.58% |
$422K - $516K
|
348K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 4.33% |
$421K - $516K
|
443K
$13.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.9KNew |
$409K - $501K
|
17.9K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.4K+ 19.39% |
$400K - $489K
|
107K
$3.16M
|