Purchases and Sales Made in Q2 2025 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 29, 2025 Q2 2025
Stephens Inc

BUY
 -
4
+ 0.05%
$91.7 - $112
7.77K $229K
Aug 13, 2025 Q2 2025
Truvestments Capital LLC

Sarasota, FL
BUY
 -
4
+ 0.41%
$91.7 - $112
991 $29.2K
Jul 31, 2025 Q2 2025
Ballast Advisors LLC

BUY
 -
3
+ 0.04%
$68.8 - $84.2
6.71K $198K
Jul 23, 2025 Q2 2025
Sachetta, LLC

Lynnfield, MA
BUY
 -
3
+ 0.01%
$68.8 - $84.2
28.1K $827K
Aug 11, 2025 Q2 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
3
+ 0.39%
$68.8 - $84.2
780 $23K
Aug 05, 2025 Q2 2025
Next Capital Management LLC

BUY
 -
3
+ 0.04%
$68.8 - $84.2
8.1K $239K
Aug 25, 2025 Q2 2025
Nautilus Advisors LLC

La Jolla, CA
BUY
 -
2
+ 0.01%
$45.8 - $56.1
23.7K $699K
Jul 15, 2025 Q2 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
2
+ 0.31%
$45.8 - $56.1
638 $18.8K
Aug 11, 2025 Q2 2025
Atlantic Private Wealth, LLC

BUY
 -
1
+ 0.46%
$22.9 - $28.1
217 $6.39K
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
1
+ 0.01%
$22.9 - $28.1
8.04K $237K
Jul 24, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
1
+ 0.01%
$22.9 - $28.1
8.04K $237K
Jul 30, 2025 Q2 2025
Cullen/Frost Bankers, Inc.

BUY
 -
1
+ 0.42%
$22.9 - $28.1
241 $7.1K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 09, 2025 Q2 2025
Procyon Advisors, LLC

SELL
 -
-1
- 0.01%
$22.9 - $28.1
7.63K $225K
Jul 31, 2025 Q2 2025
Heirloom Wealth Management

Greenwood Village, CO
SELL
 -
-1
- 0.01%
$22.9 - $28.1
7.75K $228K
Jul 28, 2025 Q2 2025
Horst & Graben Wealth Management LLC

SELL
 -
-5
- 0.06%
$115 - $140
8.11K $239K
Aug 05, 2025 Q2 2025
Simplex Trading, LLC

SELL
 -
-9
- 4.21%
$206 - $252
205 $6.04K
Aug 11, 2025 Q2 2025
Blue Bell Private Wealth Management, LLC

SELL
 -
-9
- 0.01%
$206 - $252
139K $4.11M
Jul 18, 2025 Q2 2025
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-10
- 0.03%
$229 - $281
39.2K $1.16M
Jul 31, 2025 Q2 2025
Optimum Investment Advisors

SELL
 -
-23
- 0.22%
$527 - $645
10.5K $309K
Jul 15, 2025 Q2 2025
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-27
- 0.08%
$619 - $757
35.1K $1.03M
Jul 16, 2025 Q2 2025
Old Port Advisors

SELL
 -
-29
- 0.29%
$665 - $813
10.1K $297K
Jul 09, 2025 Q2 2025
Mirador Capital Partners LP

SELL
 -
-42
- 0.26%
$963 - $1.18K
15.9K $467K
Jul 10, 2025 Q2 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-45
- 0.15%
$1.03K - $1.26K
30.5K $898K
Jul 16, 2025 Q2 2025
Cambridge Advisors Inc.

SELL
 -
-45
- 0.08%
$1.03K - $1.26K
57.9K $1.71M
Aug 14, 2025 Q2 2025
Staley Capital Advisers Inc

SELL
 -
-48
- 0.07%
$1.1K - $1.35K
67.4K $1.99M
Jul 10, 2025 Q2 2025
Yhb Investment Advisors, Inc.

SELL
 -
-48
- 0.18%
$1.1K - $1.35K
26.5K $780K
Jul 10, 2025 Q2 2025
Contravisory Investment Management, Inc.

SELL
 -
-52
- 1.3%
$1.19K - $1.46K
3.95K $116K
Jul 29, 2025 Q2 2025
Tradewinds Capital Management, LLC

SELL
 -
-53
- 12.56%
$1.21K - $1.49K
369 $10.9K
Jul 07, 2025 Q2 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-54
- 2.45%
$1.24K - $1.51K
2.15K $63.5K
Jul 10, 2025 Q2 2025
Cwc Advisors, Llc.

Lake Oswego, OR
SELL
 -
-55
- 0.3%
$1.26K - $1.54K
18.5K $544K
Aug 14, 2025 Q2 2025
Advisor Os, LLC

SELL
 -
-55
- 0.53%
$1.26K - $1.54K
10.3K $302K
Aug 12, 2025 Q2 2025
Harfst & Associates, Inc.

SELL
 -
-57
- 0.23%
$1.31K - $1.6K
25K $736K
Jul 25, 2025 Q2 2025
Hazlett, Burt & Watson, Inc.

SELL
 -
-60
- 18.69%
$1.38K - $1.68K
261 $7.69K
Jul 23, 2025 Q2 2025
Nbt Bank N A

SELL
 -
-60
- 0.21%
$1.38K - $1.68K
28.7K $846K
Aug 14, 2025 Q2 2025
Wilkins Miller Wealth Management, LLC

Mobile, AL
SELL
 -
-60
- 0.18%
$1.38K - $1.68K
32.4K $955K
Jul 21, 2025 Q2 2025
Tilia Fiduciary Partners, Inc.

SELL
 -
-62
- 0.41%
$1.42K - $1.74K
15.2K $448K
Jul 16, 2025 Q2 2025
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-68
- 0.1%
$1.56K - $1.91K
65.1K $1.92M
Aug 12, 2025 Q2 2025
Quadcap Wealth Management, LLC

Frisco, TX
SELL
 -
-68
- 0.12%
$1.56K - $1.91K
57.3K $1.69M
Aug 12, 2025 Q2 2025
Zacks Investment Management

Chicago, IL
SELL
 -
-74
- 0.87%
$1.7K - $2.08K
8.43K $248K
Aug 07, 2025 Q2 2025
Apeiron Ria LLC

SELL
 -
-80
- 0.83%
$1.83K - $2.24K
9.54K $281K
Jul 17, 2025 Q2 2025
Vermillion Wealth Management, Inc.

Rosemount, MN
SELL
 -
-93
- 4.62%
$2.13K - $2.61K
1.92K $56.6K
Aug 04, 2025 Q2 2025
Continental Investors Services, Inc.

Longview, WA
SELL
 -
-103
- 0.69%
$2.36K - $2.89K
14.8K $435K
Aug 01, 2025 Q2 2025
Rossby Financial, Lcc

Melbourne, FL
SELL
 -
-117
- 73.13%
$2.68K - $3.28K
43 $1.27K
Jul 17, 2025 Q2 2025
Albion Financial Group

SELL
 -
-124
- 1.29%
$2.84K - $3.48K
9.49K $280K
Aug 12, 2025 Q2 2025
Cornerstone Wealth Management, LLC

SELL
 -
-125
- 0.36%
$2.87K - $3.51K
35K $1.03M
Aug 01, 2025 Q2 2025
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-131
- 0.12%
$3K - $3.67K
111K $3.27M
Jul 22, 2025 Q2 2025
Grimes & Company, Inc.

SELL
 -
-133
- 0.61%
$3.05K - $3.73K
21.7K $640K
Jul 25, 2025 Q2 2025
Pegasus Asset Management, Inc.

SELL
 -
-135
- 0.52%
$3.09K - $3.79K
25.8K $759K

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