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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.5K- 0.69% |
$70.3K - $75.2K
|
359K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.51K- 8.06% |
$70.7K - $75.7K
|
28.6K
$844K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.52K- 1.74% |
$70.9K - $75.9K
|
142K
$4.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.52K- 10.66% |
$71.1K - $76K
|
21.2K
$624K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.61K- 7.14% |
$73.4K - $78.6K
|
34K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 1.81% |
$73.8K - $79K
|
142K
$4.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-2.75K- 2.12% |
$77.5K - $82.9K
|
127K
$3.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 2.09% |
$80.4K - $86.1K
|
134K
$3.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 0.58% |
$84.9K - $90.8K
|
517K
$15.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.03K- 2.33% |
$85.2K - $91.1K
|
127K
$3.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-3.04K- 1.83% |
$85.7K - $91.7K
|
163K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.13K- 12.54% |
$88.2K - $94.4K
|
21.9K
$644K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.23K- 2.28% |
$90.8K - $97.2K
|
138K
$4.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-3.32K- 2.23% |
$93.5K - $100K
|
145K
$4.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.38K- 1.58% |
$95.3K - $102K
|
211K
$6.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.39K- 11.11% |
$95.3K - $102K
|
27.1K
$799K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.42K- 19.52% |
$96.4K - $103K
|
14.1K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.46K- 6.03% |
$97.5K - $104K
|
54K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.52K- 4.0% |
$99.1K - $106K
|
84.5K
$2.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.55K- 9.75% |
$99.9K - $107K
|
32.9K
$968K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3.72K- 4.37% |
$105K - $112K
|
81.4K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.78K- 4.62% |
$107K - $114K
|
78.2K
$2.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.84K- 7.02% |
$108K - $116K
|
50.8K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.85K- 5.91% |
$108K - $116K
|
61.2K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.91K- 6.16% |
$110K - $118K
|
59.5K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-4.25K- 0.63% |
$120K - $128K
|
673K
$19.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.28K- 3.84% |
$121K - $129K
|
107K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.32K- 3.89% |
$122K - $130K
|
107K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.61K- 1.67% |
$130K - $139K
|
272K
$8.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.69K- 3.53% |
$132K - $141K
|
128K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.98K- 0.4% |
$140K - $150K
|
1.24M
$36.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-5.07K- 2.81% |
$143K - $153K
|
176K
$5.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.15K- 38.12% |
$145K - $155K
|
8.36K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.24K- 6.85% |
$147K - $158K
|
71.2K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.32K- 4.53% |
$150K - $160K
|
112K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.32K- 4.92% |
$150K - $160K
|
103K
$3.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.49K- 3.53% |
$154K - $165K
|
150K
$4.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.58K- 1.9% |
$157K - $168K
|
288K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 38.5% |
$159K - $170K
|
9.03K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5.81K- 42.13% |
$163K - $175K
|
7.98K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.9K- 0.94% |
$166K - $178K
|
620K
$18.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.24K- 2.55% |
$176K - $188K
|
239K
$7.03M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-6.34K- 1.14% |
$178K - $191K
|
548K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.36K- 24.27% |
$179K - $192K
|
19.8K
$585K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.52K- 4.81% |
$184K - $197K
|
129K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.56K- 14.2% |
$185K - $198K
|
39.6K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.75K- 1.86% |
$190K - $203K
|
356K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.79K- 7.43% |
$191K - $205K
|
84.5K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-7.06K- 1.82% |
$199K - $213K
|
381K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.12K- 4.49% |
$200K - $214K
|
151K
$4.46M
|