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 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.77K+ 30.4% |
$134K - $144K
|
20.5K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 1.29% |
$114K - $122K
|
319K
$9.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.99K+ 4.7% |
$112K - $120K
|
88.8K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.96K+ 0.97% |
$112K - $119K
|
412K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.9KNew |
$110K - $118K
|
3.9K
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.8K+ 2.67% |
$107K - $115K
|
146K
$4.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 0.97% |
$103K - $110K
|
380K
$11.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
3.64K+ 5.05% |
$102K - $110K
|
75.7K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.54K+ 4.11% |
$99.8K - $107K
|
89.7K
$2.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.47K+ 34.04% |
$97.7K - $105K
|
13.7K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.39K+ 3.12% |
$95.3K - $102K
|
112K
$3.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.34K+ 1.32% |
$93.9K - $100K
|
256K
$7.54M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.26K+ 3.28% |
$91.9K - $98.3K
|
103K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.11K+ 9.38% |
$87.5K - $93.7K
|
36.3K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.1K+ 1.57% |
$87.2K - $93.3K
|
200K
$5.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.01KNew |
$84.7K - $90.7K
|
3.01K
$88.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3K+ 0.78% |
$84.5K - $90.4K
|
388K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3K+ 3.34% |
$84.4K - $90.4K
|
92.8K
$2.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95KNew |
$83.1K - $88.9K
|
2.95K
$87K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
2.88K+ 15.58% |
$81K - $86.7K
|
21.3K
$629K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.84K+ 0.58% |
$79.9K - $85.5K
|
489K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.57K+ 1.79% |
$72.4K - $77.5K
|
146K
$4.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.4K+ 6.48% |
$67.6K - $72.3K
|
39.4K
$1.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.4K+ 13.42% |
$67.4K - $72.2K
|
20.3K
$597K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
2.37KNew |
$66.7K - $71.4K
|
2.37K
$69.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.36K+ 1.95% |
$66.5K - $71.2K
|
124K
$3.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34K+ 14.38% |
$65.9K - $70.5K
|
18.6K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.3K+ 1.43% |
$64.7K - $69.2K
|
163K
$4.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.18K+ 0.72% |
$61.3K - $65.6K
|
305K
$8.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.16K+ 8.03% |
$60.7K - $64.9K
|
29K
$855K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.14KNew |
$60.4K - $64.6K
|
2.14K
$63.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.14K+ 21.26% |
$60.2K - $64.5K
|
12.2K
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 2.41% |
$57.9K - $62K
|
87.5K
$2.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.03K+ 2.87% |
$57.2K - $61.2K
|
72.9K
$2.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.26% |
$56K - $59.9K
|
159K
$4.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89K+ 15.21% |
$53.3K - $57.1K
|
14.3K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.89K+ 0.87% |
$53.1K - $56.9K
|
220K
$6.48M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 4.8% |
$49.7K - $53.2K
|
38.5K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43K+ 4.09% |
$40.3K - $43.1K
|
36.4K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 4.15% |
$37.8K - $40.5K
|
33.8K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.3K+ 0.37% |
$36.6K - $39.1K
|
353K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.26K+ 2.13% |
$35.5K - $38K
|
60.5K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 3.11% |
$35.4K - $37.8K
|
41.7K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23K+ 54.49% |
$34.7K - $37.2K
|
3.5K
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 0.51% |
$34.1K - $36.5K
|
239K
$7.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.18K+ 44.51% |
$33.1K - $35.4K
|
3.82K
$112K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 1.71% |
$31.7K - $34K
|
66.9K
$1.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.12KNew |
$31.4K - $33.7K
|
1.12K
$32.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.12K+ 0.25% |
$31.4K - $33.7K
|
447K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 3.63% |
$30K - $32.1K
|
30.4K
$896K
|