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 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
9.53K+ 2.5% |
$218K - $267K
|
390K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
9.51K+ 468.16% |
$218K - $267K
|
11.5K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.46KNew |
$217K - $265K
|
9.46K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.2K+ 3.08% |
$211K - $258K
|
308K
$9.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.94K+ 2.35% |
$205K - $251K
|
390K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.8K+ 5.39% |
$202K - $247K
|
172K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.65K+ 13.2% |
$198K - $243K
|
74.1K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.6K+ 46.61% |
$197K - $241K
|
27.1K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
8.43KNew |
$193K - $236K
|
8.43K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.4K+ 106.58% |
$193K - $236K
|
16.3K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.25KNew |
$189K - $231K
|
8.25K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.02K+ 17.03% |
$184K - $225K
|
55.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.91K+ 6.52% |
$181K - $222K
|
129K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.91K+ 9.65% |
$181K - $222K
|
89.8K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.86K+ 2.97% |
$180K - $220K
|
273K
$8.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.85K+ 34.38% |
$180K - $220K
|
30.7K
$905K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.84K+ 28.03% |
$180K - $220K
|
35.8K
$1.06M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
7.59KNew |
$174K - $213K
|
7.59K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.52KNew |
$172K - $211K
|
7.52K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.43K+ 5.45% |
$170K - $208K
|
144K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.42K+ 40.49% |
$170K - $208K
|
25.8K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.41K+ 5.76% |
$170K - $208K
|
136K
$4.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
7.39KNew |
$169K - $207K
|
7.39K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.38K+ 3.82% |
$169K - $207K
|
201K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.34KNew |
$168K - $206K
|
7.34K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$215K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
$167K - $204K
|
7.28K
$215K
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
7.26KNew |
$166K - $204K
|
7.26K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.21KNew |
$165K - $202K
|
7.21K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.2KNew |
$165K - $202K
|
7.2K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.13K+ 2.34% |
$163K - $200K
|
311K
$9.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.05KNew |
$162K - $198K
|
7.05K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.03K+ 12.33% |
$161K - $197K
|
64K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.03K+ 17.21% |
$161K - $197K
|
47.9K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.73K+ 1.31% |
$154K - $189K
|
518K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.72K+ 2.08% |
$154K - $188K
|
330K
$9.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.72K+ 8.45% |
$154K - $188K
|
86.2K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.63K+ 4.81% |
$152K - $186K
|
145K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.62K+ 3.84% |
$152K - $186K
|
179K
$5.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.52K+ 7.81% |
$149K - $183K
|
90K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.47KNew |
$148K - $181K
|
6.47K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 2.74% |
$145K - $177K
|
236K
$6.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.2K+ 2.8% |
$142K - $174K
|
227K
$6.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.19K+ 47.49% |
$142K - $174K
|
19.2K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.98K+ 11.24% |
$137K - $168K
|
59.2K
$1.74M
|