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 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.81K+ 7.35% |
$133K - $163K
|
84.8K
$2.5M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.73K+ 41.53% |
$131K - $161K
|
19.5K
$576K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.44K+ 16.57% |
$125K - $153K
|
38.2K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.14K+ 10.6% |
$118K - $144K
|
53.6K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.06K+ 11.32% |
$116K - $142K
|
49.7K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.99K+ 1.31% |
$114K - $140K
|
386K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.8K+ 9.24% |
$110K - $135K
|
56.8K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 11.56% |
$106K - $129K
|
44.5K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.59K+ 2.78% |
$105K - $129K
|
169K
$4.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.55K+ 1.9% |
$104K - $128K
|
245K
$7.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.54K+ 22.48% |
$104K - $127K
|
24.8K
$729K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.39K+ 28.51% |
$101K - $123K
|
19.8K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
4.18K+ 1.26% |
$95.9K - $117K
|
337K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.1KNew |
$93.9K - $115K
|
4.1K
$121K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.84K+ 38.66% |
$88.1K - $108K
|
13.8K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.76K+ 10.52% |
$86.2K - $105K
|
39.5K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.71K+ 17.46% |
$85.1K - $104K
|
25K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.64K+ 15.68% |
$83.5K - $102K
|
26.9K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.36K+ 9.12% |
$77K - $94.2K
|
40.2K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.27K+ 4.45% |
$74.9K - $91.7K
|
76.7K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.19K+ 21.82% |
$73.2K - $89.6K
|
17.8K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 11.97% |
$71.6K - $87.6K
|
29.2K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.12KNew |
$71.5K - $87.5K
|
3.12K
$91.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1K+ 34.13% |
$71K - $86.8K
|
12.2K
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.06K+ 17.37% |
$70.2K - $85.9K
|
20.7K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.05K+ 0.69% |
$69.9K - $85.5K
|
446K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3K+ 9.12% |
$68.8K - $84.2K
|
35.9K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3K+ 1.23% |
$68.7K - $84K
|
247K
$7.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 1.85% |
$64.7K - $79.2K
|
156K
$4.59M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.82K+ 5.89% |
$64.6K - $79.1K
|
50.7K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.78K+ 1.05% |
$63.7K - $78K
|
269K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 15.9% |
$61.6K - $75.4K
|
19.6K
$577K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.67K+ 10.02% |
$61.2K - $74.9K
|
29.3K
$865K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.62K+ 0.21% |
$60K - $73.5K
|
1.24M
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.57K+ 8.31% |
$59K - $72.2K
|
33.5K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.57K+ 26.88% |
$59K - $72.1K
|
12.1K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.53K+ 2.13% |
$58K - $71K
|
121K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.53KNew |
$58K - $71K
|
2.53K
$74.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.43K+ 2.47% |
$55.6K - $68.1K
|
101K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.42K+ 0.52% |
$55.4K - $67.8K
|
470K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.41K+ 9.89% |
$55.3K - $67.6K
|
26.8K
$789K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.23K+ 1.25% |
$51K - $62.5K
|
181K
$5.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
2.2K+ 1.88% |
$50.5K - $61.8K
|
119K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.17K+ 14.11% |
$49.7K - $60.9K
|
17.5K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13KNew |
$48.8K - $59.7K
|
2.13K
$62.8K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 2.16% |
$48K - $58.7K
|
99.1K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.06KNew |
$47.2K - $57.8K
|
2.06K
$60.7K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.05K+ 0.81% |
$47.1K - $57.6K
|
256K
$7.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.01K+ 6.36% |
$46.1K - $56.4K
|
33.6K
$991K
|