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 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-116K- 22.6% |
$3.27M - $3.5M
|
398K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-151K- 21.87% |
$4.24M - $4.54M
|
538K
$15.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-171K- 81.94% |
$4.8M - $5.14M
|
37.6K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-172K- 44.11% |
$4.84M - $5.18M
|
218K
$6.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-408K- 75.39% |
$11.5M - $12.3M
|
133K
$3.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-415K- 29.46% |
$11.7M - $12.5M
|
993K
$29.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-568K- 9.45% |
$16M - $17.1M
|
5.44M
$160M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669K- 65.13% |
$18.8M - $20.1M
|
358K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-837K- 38.11% |
$23.6M - $25.2M
|
1.36M
$40.1M
|