Purchases and Sales Made in Q3 2025 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
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 06, 2025 Q3 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
1.12K
+ 0.25%
$31.4K - $33.7K
447K $13.2M
Nov 04, 2025 Q3 2025
Guerra Advisors Inc

Miami, FL
BUY
 -
1.12K
New
$31.4K - $33.7K
1.12K $32.9K
Oct 28, 2025 Q3 2025
Nwam LLC

Mercer Island, WA
BUY
 -
1.07K
+ 3.63%
$30K - $32.1K
30.4K $896K
Oct 29, 2025 Q3 2025
Mc Adam, LLC

BUY
 -
1.02K
+ 1.0%
$28.7K - $30.8K
103K $3.04M
Nov 07, 2025 Q3 2025
Fifth Third Bancorp

BUY
 -
1K
New
$28.2K - $30.1K
1K $29.5K
Nov 06, 2025 Q3 2025
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
998
+ 4.15%
$28.1K - $30.1K
25K $738K
Oct 31, 2025 Q3 2025
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
964
+ 3.9%
$27.1K - $29K
25.7K $756K
Nov 05, 2025 Q3 2025
Waterfront Wealth Inc.

BUY
 -
962
+ 1.1%
$27.1K - $29K
88.1K $2.6M
Nov 10, 2025 Q3 2025
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
959
+ 0.79%
$27K - $28.9K
123K $3.63M
Oct 15, 2025 Q3 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
931
+ 12.32%
$26.2K - $28.1K
8.49K $250K
Oct 22, 2025 Q3 2025
Capital Planning LLC

BUY
 -
874
+ 0.73%
$24.6K - $26.3K
120K $3.54M
Oct 31, 2025 Q3 2025
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
858
+ 5.51%
$24.2K - $25.9K
16.4K $484K
Oct 27, 2025 Q3 2025
Harbor Investment Advisory, LLC

BUY
 -
845
+ 11.33%
$23.8K - $25.5K
8.3K $245K
Oct 09, 2025 Q3 2025
Princeton Global Asset Management LLC

BUY
 -
830
+ 2.47%
$23.4K - $25K
34.5K $1.02M
Oct 22, 2025 Q3 2025
Courage Miller Partners, LLC

BUY
 -
825
+ 0.18%
$23.2K - $24.9K
463K $13.6M
Oct 10, 2025 Q3 2025
Newton One Investments LLC

BUY
 -
813
+ 0.42%
$22.9K - $24.5K
192K $5.66M
Oct 16, 2025 Q3 2025
Asset Planning Services Inc

BUY
 -
810
+ 4.37%
$22.8K - $24.4K
19.3K $570K
Nov 06, 2025 Q3 2025
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
799
+ 1.61%
$22.5K - $24.1K
50.3K $1.48M
Nov 04, 2025 Q3 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
785
New
$22.1K - $23.7K
785 $23.1K
Oct 17, 2025 Q3 2025
1900 Wealth Management LLC

BUY
 -
740
+ 1.6%
$20.8K - $22.3K
47K $1.38M
Oct 09, 2025 Q3 2025
Toth Financial Advisory Corp

BUY
 -
642
New
$18.1K - $19.3K
642 $18.9K
Oct 14, 2025 Q3 2025
Bulwark Capital Corp

Fernandina Beach, FL
BUY
 -
640
+ 31.08%
$18K - $19.3K
2.7K $79.5K
Nov 04, 2025 Q3 2025
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
592
+ 0.24%
$16.7K - $17.8K
249K $7.33M
Nov 04, 2025 Q3 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
502
+ 1.61%
$14.1K - $15.1K
31.6K $932K
Oct 14, 2025 Q3 2025
S.A. Mason LLC

BUY
 -
500
+ 1.08%
$14.1K - $15.1K
46.8K $1.38M
Nov 05, 2025 Q3 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
456
New
$12.8K - $13.7K
456 $13.4K
Nov 07, 2025 Q3 2025
Addison Advisors LLC

BUY
 -
455
+ 16.96%
$12.8K - $13.7K
3.14K $92.4K
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
450
New
$12.7K - $13.6K
450 $13.3K
Oct 30, 2025 Q3 2025
Cva Family Office, LLC

BUY
 -
444
+ 0.8%
$12.5K - $13.4K
56.1K $1.65M
Oct 27, 2025 Q3 2025
Balanced Wealth Group LLC

Westlake, OH
BUY
 -
419
+ 0.31%
$11.8K - $12.6K
137K $4.03M
Oct 14, 2025 Q3 2025
Meriwether Wealth & Planning, LLC

Minden, LA
BUY
 -
389
+ 4.96%
$11K - $11.7K
8.24K $243K
Oct 21, 2025 Q3 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
357
+ 2550.0%
$10K - $10.8K
371 $10.9K
Oct 23, 2025 Q3 2025
Hb Wealth Management, LLC

BUY
 -
321
+ 0.1%
$9.04K - $9.67K
326K $9.61M
Oct 21, 2025 Q3 2025
Altfest L J & CO Inc

BUY
 -
320
+ 0.72%
$9.01K - $9.64K
45K $1.33M
Oct 22, 2025 Q3 2025
Blue Bell Private Wealth Management, LLC

BUY
 -
311
+ 0.22%
$8.75K - $9.37K
140K $4.11M
Oct 30, 2025 Q3 2025
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
304
+ 2.55%
$8.56K - $9.16K
12.2K $361K
Oct 20, 2025 Q3 2025
Warner Financial, Inc

Bethesda, MD
BUY
 -
291
+ 0.57%
$8.19K - $8.77K
51.6K $1.52M
Oct 08, 2025 Q3 2025
Wedmont Private Capital

BUY
 -
273
+ 0.9%
$7.68K - $8.23K
30.5K $900K
Oct 16, 2025 Q3 2025
Carnegie Capital Asset Management, LLC

BUY
 -
256
+ 3.55%
$7.21K - $7.71K
7.47K $220K
Oct 09, 2025 Q3 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
245
+ 0.3%
$6.9K - $7.38K
81.2K $2.39M
Oct 28, 2025 Q3 2025
Bfsg, LLC

BUY
 -
233
+ 0.43%
$6.56K - $7.02K
54.2K $1.6M
Oct 23, 2025 Q3 2025
Chandler Asset Management, Inc.

BUY
 -
230
+ 0.43%
$6.47K - $6.93K
54.3K $1.6M
Oct 20, 2025 Q3 2025
Optimum Investment Advisors

BUY
 -
222
+ 2.12%
$6.25K - $6.69K
10.7K $316K

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