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 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.17K- 1.45% |
$202K - $216K
|
487K
$14.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.24K- 8.09% |
$204K - $218K
|
82.3K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.82K- 3.1% |
$220K - $236K
|
244K
$7.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.87K- 2.53% |
$222K - $237K
|
304K
$8.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.94K- 3.49% |
$224K - $239K
|
220K
$6.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.1K- 2.46% |
$228K - $244K
|
322K
$9.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.32K- 48.85% |
$234K - $251K
|
8.72K
$257K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.78K- 2.34% |
$247K - $265K
|
367K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.91K- 22.7% |
$251K - $268K
|
30.3K
$894K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.96K- 9.19% |
$252K - $270K
|
88.5K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.37K- 0.75% |
$264K - $282K
|
1.24M
$36.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.62K- 3.61% |
$271K - $290K
|
257K
$7.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2K- 2.28% |
$286K - $306K
|
435K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10.5K- 50.39% |
$297K - $318K
|
10.4K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-11.5K- 40.13% |
$324K - $347K
|
17.2K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.4K- 35.46% |
$349K - $374K
|
22.6K
$666K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.5K- 3.39% |
$353K - $378K
|
357K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-13.7K- 1.98% |
$385K - $412K
|
675K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.7K- 2.19% |
$385K - $412K
|
610K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16.4K- 11.44% |
$461K - $493K
|
127K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.4K- 99.34% |
$463K - $496K
|
109
$3.21K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-17.7K- 24.08% |
$499K - $534K
|
55.9K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.9K- 4.54% |
$503K - $539K
|
376K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-18.5K- 24.9% |
$520K - $556K
|
55.7K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.5KClosed |
$550K - $589K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 5.11% |
$552K - $591K
|
364K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-20.8K- 55.46% |
$586K - $627K
|
16.7K
$493K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.9K- 18.99% |
$616K - $659K
|
93.3K
$2.75M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-25.1K- 73.56% |
$707K - $757K
|
9.03K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-25.7K- 6.29% |
$723K - $774K
|
383K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-25.8K- 32.3% |
$726K - $777K
|
54K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-27.3K- 2.85% |
$769K - $823K
|
933K
$27.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-27.3K- 56.42% |
$770K - $824K
|
21.1K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-27.8K- 47.74% |
$781K - $836K
|
30.4K
$895K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-29.9K- 14.36% |
$843K - $902K
|
179K
$5.26M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-31.8K- 20.72% |
$894K - $957K
|
122K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-34.5K- 41.19% |
$972K - $1.04M
|
49.3K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-35.7K- 61.41% |
$1M - $1.07M
|
22.4K
$661K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39K- 4.98% |
$1.1M - $1.18M
|
744K
$21.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.3K- 43.79% |
$1.14M - $1.22M
|
51.8K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41.8K- 5.27% |
$1.18M - $1.26M
|
751K
$22.1M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.2K- 17.73% |
$1.19M - $1.27M
|
196K
$5.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-46K- 13.43% |
$1.29M - $1.39M
|
296K
$8.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-49.8K- 40.98% |
$1.4M - $1.5M
|
71.8K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-50.7K- 30.21% |
$1.43M - $1.53M
|
117K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.4K- 1.11% |
$1.81M - $1.94M
|
5.73M
$169M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-71.2K- 69.61% |
$2M - $2.14M
|
31.1K
$916K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-90.2K- 4.98% |
$2.54M - $2.72M
|
1.72M
$50.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-98.9K- 4.78% |
$2.78M - $2.98M
|
1.97M
$58M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-114K- 79.29% |
$3.21M - $3.44M
|
29.8K
$878K
|