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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.02% |
$225 - $241
|
34.4K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8+ 0.06% |
$225 - $241
|
13.7K
$404K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$197 - $211
|
26.3K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.44% |
$197 - $211
|
1.6K
$47K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 0.43% |
$169 - $181
|
1.42K
$41.7K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.38% |
$84.4 - $90.4
|
783
$23.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
12.9K
$379K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.41% |
$84.4 - $90.4
|
741
$21.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$84.4 - $90.4
|
11.2K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.47% |
$84.4 - $90.4
|
641
$18.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$84.4 - $90.4
|
19.8K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
8.88K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.41% |
$28.2 - $30.1
|
242
$7.13K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
219
$6.45K
|
|
|
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
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$28.2 - $30.1
|
218
$6.42K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$28.2 - $30.1
|
3.05K
$89.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$28.2 - $30.1
|
8.04K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.34% |
$28.2 - $30.1
|
292
$8.61K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$28.2 - $30.1
|
8.11K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$169 - $181
|
10.9K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-8- 18.6% |
$225 - $241
|
35
$1.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-10- 2.86% |
$282 - $301
|
340
$10K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13- 1.98% |
$366 - $392
|
642
$18.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 0.1% |
$563 - $603
|
20.7K
$611K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 1.35% |
$732 - $783
|
1.9K
$55.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-33- 0.04% |
$929 - $994
|
82K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.14% |
$985 - $1.05K
|
24.9K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-35- 0.19% |
$985 - $1.05K
|
18.6K
$549K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-37- 0.27% |
$1.04K - $1.11K
|
13.5K
$398K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.06% |
$1.04K - $1.11K
|
61.6K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-45- 0.19% |
$1.27K - $1.36K
|
23.8K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-52- 0.25% |
$1.46K - $1.57K
|
20.7K
$610K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.14% |
$1.52K - $1.63K
|
39.7K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-60- 0.82% |
$1.69K - $1.81K
|
7.28K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-69- 0.58% |
$1.94K - $2.08K
|
11.8K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-70- 0.17% |
$1.97K - $2.11K
|
39.9K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.27% |
$2.05K - $2.2K
|
26.7K
$787K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.63% |
$2.11K - $2.26K
|
11.8K
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-80- 0.69% |
$2.25K - $2.41K
|
11.5K
$340K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-80- 0.75% |
$2.25K - $2.41K
|
10.6K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-86- 1.11% |
$2.42K - $2.59K
|
7.69K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-87- 0.07% |
$2.45K - $2.62K
|
119K
$3.51M
|