Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.86M+ 2708.34% |
$52.2M - $55.9M
|
1.92M
$56.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
257K+ 11.32% |
$7.24M - $7.75M
|
2.53M
$74.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 1.88% |
$5.6M - $5.99M
|
10.8M
$319M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$4.95M - $5.3M
|
176K
$5.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$3.06M - $3.27M
|
109K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
106K+ 8.25% |
$3M - $3.21M
|
1.4M
$41.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
100K+ 16.79% |
$2.82M - $3.02M
|
696K
$20.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78.2K+ 10.02% |
$2.2M - $2.36M
|
859K
$25.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
76.3K+ 350.39% |
$2.15M - $2.3M
|
98.1K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
69.1KNew |
$1.95M - $2.08M
|
69.1K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61.5K+ 108.37% |
$1.73M - $1.85M
|
118K
$3.5M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
53.3K+ 2669.27% |
$1.5M - $1.6M
|
55.2K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.3K+ 40.71% |
$1.42M - $1.52M
|
174K
$5.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
42.4K+ 10.31% |
$1.19M - $1.28M
|
454K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.6K+ 157.03% |
$1.14M - $1.22M
|
66.5K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36.8K+ 7.39% |
$1.03M - $1.11M
|
534K
$15.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32.9K+ 17.17% |
$928K - $993K
|
225K
$6.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
31.1K+ 9.94% |
$876K - $938K
|
344K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
28.4KNew |
$799K - $855K
|
28.4K
$838K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
26.3K+ 3.85% |
$739K - $791K
|
708K
$20.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
25.3KNew |
$711K - $761K
|
25.3K
$746K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25.1K+ 2.96% |
$708K - $758K
|
874K
$25.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
25.1K+ 6.44% |
$706K - $756K
|
415K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24.8KNew |
$698K - $747K
|
24.8K
$733K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.5KNew |
$691K - $739K
|
24.5K
$725K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$686K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.2KNew |
$653K - $699K
|
23.2K
$685K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.8K+ 0.55% |
$642K - $687K
|
4.2M
$124M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
22.5K+ 570.52% |
$634K - $679K
|
26.5K
$782K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.2K+ 85.77% |
$596K - $638K
|
45.9K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
20.6K+ 69.69% |
$579K - $619K
|
50.1K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
20.4KNew |
$574K - $614K
|
20.4K
$602K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.8K+ 8.13% |
$556K - $596K
|
263K
$7.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
19.5K+ 10.65% |
$549K - $587K
|
202K
$5.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19.5K+ 0.67% |
$548K - $587K
|
2.93M
$86.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.6K+ 5.13% |
$523K - $560K
|
381K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 73.9% |
$520K - $556K
|
43.4K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.1K+ 130.18% |
$510K - $546K
|
32.1K
$947K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17.4K+ 27.14% |
$489K - $524K
|
81.4K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
17.3K+ 5.57% |
$488K - $523K
|
329K
$9.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16.6K+ 1.54% |
$467K - $500K
|
1.1M
$32.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16.3KNew |
$460K - $492K
|
16.3K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14.2K+ 2.16% |
$398K - $426K
|
669K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14K+ 55.01% |
$394K - $421K
|
39.4K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13.6K+ 7.58% |
$382K - $409K
|
192K
$5.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 8.55% |
$375K - $401K
|
169K
$4.99M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.2K+ 3.37% |
$370K - $396K
|
404K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 6.97% |
$370K - $396K
|
202K
$5.95M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
12.1K+ 9.9% |
$342K - $366K
|
135K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.5K+ 1.89% |
$325K - $348K
|
623K
$18.4M
|