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 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17KNew |
$390K - $478K
|
17K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
16.9K+ 23.51% |
$387K - $474K
|
88.7K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16.9K+ 2.84% |
$387K - $473K
|
611K
$18M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.8K+ 23.96% |
$386K - $473K
|
87.2K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
16.8K+ 167.13% |
$385K - $471K
|
26.8K
$790K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.6KNew |
$379K - $464K
|
16.6K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 1.24% |
$376K - $460K
|
1.34M
$39.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
16.4K+ 12.96% |
$375K - $459K
|
143K
$4.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
16.1K+ 6.82% |
$369K - $452K
|
252K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.8K+ 5.71% |
$363K - $444K
|
293K
$8.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.6K+ 60.45% |
$358K - $438K
|
41.5K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.3K+ 2113.69% |
$350K - $429K
|
16K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
15K+ 8.94% |
$344K - $421K
|
183K
$5.39M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.6K+ 100.32% |
$335K - $409K
|
29.1K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$332K - $406K
|
14.5K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.3K+ 6.42% |
$328K - $401K
|
237K
$6.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
14.2KNew |
$325K - $398K
|
14.2K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.1K+ 3.27% |
$323K - $396K
|
446K
$13.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13.7K+ 17.55% |
$313K - $383K
|
91.6K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.6K+ 2.49% |
$312K - $382K
|
560K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.6KNew |
$311K - $381K
|
13.6K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 0.85% |
$310K - $380K
|
1.61M
$47.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
13.4K+ 157.81% |
$306K - $375K
|
21.8K
$643K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 4.17% |
$303K - $370K
|
330K
$9.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 1.67% |
$295K - $361K
|
785K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
12.6KNew |
$288K - $353K
|
12.6K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
12.4K+ 24.26% |
$284K - $348K
|
63.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.4K+ 94.58% |
$283K - $347K
|
25.4K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1K+ 40.48% |
$278K - $340K
|
42K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11.8K+ 4.45% |
$270K - $331K
|
277K
$8.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
11.8K+ 5.09% |
$270K - $331K
|
243K
$7.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.8K+ 3.16% |
$270K - $330K
|
385K
$11.3M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
11.8K+ 10.6% |
$270K - $330K
|
123K
$3.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$269K - $329K
|
11.7K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.4K+ 9.12% |
$261K - $319K
|
136K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
11.3K+ 5.16% |
$259K - $317K
|
231K
$6.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11.2KNew |
$256K - $313K
|
11.2K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$241K - $294K
|
10.5K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
10.5K+ 2.48% |
$240K - $294K
|
433K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 38.96% |
$235K - $288K
|
36.6K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
10.2K+ 16.52% |
$234K - $287K
|
72.1K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 3.35% |
$234K - $286K
|
315K
$9.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
10.2KNew |
$234K - $286K
|
10.2K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$231K - $282K
|
10.1K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
10K+ 1.96% |
$229K - $281K
|
520K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.85K+ 3.43% |
$226K - $276K
|
297K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.82K+ 124.44% |
$225K - $276K
|
17.7K
$522K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
9.65KNew |
$221K - $271K
|
9.65K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.58K+ 23.31% |
$220K - $269K
|
50.7K
$1.49M
|