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 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
134+ 36.31% |
$3.77K - $4.04K
|
503
$14.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
131New |
$3.69K - $3.95K
|
131
$3.86K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 0.42% |
$3.29K - $3.53K
|
27.8K
$820K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107+ 5.87% |
$3.01K - $3.22K
|
1.93K
$56.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
105+ 0.91% |
$2.96K - $3.16K
|
11.7K
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
94+ 58.39% |
$2.65K - $2.83K
|
255
$7.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
93+ 0.89% |
$2.62K - $2.8K
|
10.6K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$2.53K - $2.71K
|
90
$2.65K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
82+ 0.12% |
$2.31K - $2.47K
|
68.8K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
77+ 0.42% |
$2.17K - $2.32K
|
18.2K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
76+ 0.39% |
$2.14K - $2.29K
|
19.8K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75+ 1.75% |
$2.11K - $2.26K
|
4.36K
$128K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
70+ 0.18% |
$1.97K - $2.11K
|
39K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
53+ 0.42% |
$1.49K - $1.6K
|
12.6K
$372K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
50+ 0.42% |
$1.41K - $1.51K
|
11.9K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
50+ 0.41% |
$1.41K - $1.51K
|
12.2K
$358K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
47+ 0.3% |
$1.32K - $1.42K
|
15.9K
$469K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13K
$384K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13.1K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.24% |
$1.1K - $1.18K
|
16.1K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
37+ 0.42% |
$1.04K - $1.11K
|
8.77K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
37+ 0.28% |
$1.04K - $1.11K
|
13.2K
$389K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
31+ 0.26% |
$873 - $934
|
12.1K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 0.08% |
$845 - $904
|
36.1K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
30+ 0.09% |
$845 - $904
|
35.1K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.43% |
$845 - $904
|
7.08K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.27% |
$732 - $783
|
9.48K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
26+ 0.07% |
$732 - $783
|
39.5K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.43% |
$732 - $783
|
6.04K
$178K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
24+ 0.2% |
$676 - $723
|
11.8K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
17+ 0.33% |
$479 - $512
|
5.11K
$151K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14+ 0.05% |
$394 - $422
|
28.6K
$844K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$338 - $362
|
23.4K
$689K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.18% |
$253 - $271
|
4.93K
$145K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8+ 0.06% |
$225 - $241
|
13.7K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.44% |
$197 - $211
|
1.6K
$47K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$197 - $211
|
26.3K
$775K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.22% |
$169 - $181
|
2.75K
$81K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$169 - $181
|
9.26K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
6+ 0.03% |
$169 - $181
|
17.6K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.05% |
$169 - $181
|
11.7K
$345K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4+ 0.45% |
$113 - $121
|
889
$26.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
19.8K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$84.4 - $90.4
|
11.2K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
12.9K
$379K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.38% |
$84.4 - $90.4
|
783
$23.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.47% |
$84.4 - $90.4
|
641
$18.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.41% |
$84.4 - $90.4
|
741
$21.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.38% |
$28.2 - $30.1
|
262
$7.72K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.34% |
$28.2 - $30.1
|
292
$8.61K
|