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 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
11.1K+ 4.09% |
$313K - $335K
|
283K
$8.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$305K - $326K
|
10.8K
$319K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 1.82% |
$284K - $304K
|
563K
$16.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
9.8K+ 1.56% |
$276K - $295K
|
638K
$18.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.62KNew |
$271K - $290K
|
9.62K
$284K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
9.44KNew |
$266K - $284K
|
9.44K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.42KNew |
$265K - $284K
|
9.42K
$278K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.41K+ 437.0% |
$265K - $284K
|
11.6K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.36K+ 34.58% |
$263K - $282K
|
36.4K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9.33KNew |
$263K - $281K
|
9.33K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.24KNew |
$260K - $278K
|
9.24K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.98K+ 2.73% |
$253K - $270K
|
338K
$9.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.73KNew |
$246K - $263K
|
8.73K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.36K+ 3.11% |
$235K - $252K
|
277K
$8.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.32KNew |
$234K - $251K
|
8.32K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.05K+ 84.1% |
$227K - $243K
|
17.6K
$519K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.97K+ 2.88% |
$224K - $240K
|
285K
$8.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.64K+ 1.36% |
$215K - $230K
|
568K
$16.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
7.5KNew |
$211K - $226K
|
7.5K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.28KNew |
$205K - $219K
|
7.28K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.2KNew |
$203K - $217K
|
7.2K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
7.19KNew |
$202K - $217K
|
7.19K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.16KNew |
$202K - $216K
|
7.16K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.16K+ 1.52% |
$202K - $216K
|
477K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.1KNew |
$200K - $214K
|
7.1K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.03KNew |
$198K - $212K
|
7.03K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
7.01KNew |
$197K - $211K
|
7.01K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.97KNew |
$196K - $210K
|
6.97K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.94KNew |
$195K - $209K
|
6.94K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.93K+ 38.6% |
$195K - $209K
|
24.9K
$734K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.87KNew |
$193K - $207K
|
6.87K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.86KNew |
$193K - $207K
|
6.86K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$193K - $206K
|
6.84K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.83KNew |
$192K - $206K
|
6.83K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.79KNew |
$191K - $204K
|
6.79K
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.76KNew |
$190K - $204K
|
6.76K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.69KNew |
$188K - $202K
|
6.69K
$197K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
6.55K+ 6.43% |
$184K - $197K
|
108K
$3.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 3.69% |
$184K - $197K
|
184K
$5.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.31K+ 6.26% |
$178K - $190K
|
107K
$3.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.3K+ 1.0% |
$177K - $190K
|
635K
$18.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 11.36% |
$173K - $185K
|
60.2K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.95K+ 11.08% |
$167K - $179K
|
59.6K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.88KNew |
$166K - $177K
|
5.88K
$173K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.88K+ 2.48% |
$165K - $177K
|
243K
$7.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.4K+ 3.19% |
$152K - $163K
|
175K
$5.15M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.06K+ 15.09% |
$142K - $153K
|
38.6K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
4.94K+ 2.22% |
$139K - $149K
|
227K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 0.77% |
$136K - $146K
|
631K
$18.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.79K+ 2.39% |
$135K - $144K
|
205K
$6.05M
|