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 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-90- 0.48% |
$2.53K - $2.71K
|
18.8K
$555K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-109- 0.74% |
$3.07K - $3.28K
|
14.7K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-111- 0.57% |
$3.12K - $3.34K
|
19.3K
$569K
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-120- 0.55% |
$3.38K - $3.62K
|
21.7K
$640K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-129- 5.38% |
$3.63K - $3.89K
|
2.27K
$66.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-134- 1.05% |
$3.77K - $4.04K
|
12.6K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-137- 6.31% |
$3.86K - $4.13K
|
2.04K
$60K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 0.15% |
$3.88K - $4.16K
|
91.1K
$2.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-153- 0.56% |
$4.31K - $4.61K
|
27.1K
$799K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-156- 0.05% |
$4.39K - $4.7K
|
337K
$9.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-161- 0.1% |
$4.53K - $4.85K
|
154K
$4.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-181- 0.68% |
$5.1K - $5.45K
|
26.3K
$775K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.14% |
$5.12K - $5.48K
|
15.8K
$466K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-185- 1.95% |
$5.21K - $5.57K
|
9.31K
$274K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-197- 0.19% |
$5.55K - $5.94K
|
102K
$3M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.97% |
$5.63K - $6.03K
|
20.4K
$600K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-200- 0.71% |
$5.63K - $6.03K
|
27.8K
$819K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-204- 2.03% |
$5.74K - $6.15K
|
9.87K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-214- 0.37% |
$6.02K - $6.45K
|
57.7K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-215- 0.68% |
$6.05K - $6.48K
|
31.3K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-220- 11.59% |
$6.19K - $6.63K
|
1.68K
$49.5K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-236- 0.58% |
$6.64K - $7.11K
|
40.4K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-247- 0.41% |
$6.95K - $7.44K
|
60.6K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-251- 0.94% |
$7.07K - $7.56K
|
26.6K
$783K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-258- 0.24% |
$7.26K - $7.77K
|
108K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-275- 0.46% |
$7.74K - $8.29K
|
60K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-284- 0.68% |
$7.99K - $8.56K
|
41.2K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 1.79% |
$8.05K - $8.62K
|
15.7K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-291- 3.85% |
$8.19K - $8.77K
|
7.28K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-295- 1.01% |
$8.3K - $8.89K
|
28.9K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-296- 1.22% |
$8.33K - $8.92K
|
24K
$709K
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.22% |
$8.45K - $9.04K
|
24.2K
$714K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-327- 0.69% |
$9.21K - $9.85K
|
47.2K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-339- 0.13% |
$9.54K - $10.2K
|
256K
$7.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-342- 0.9% |
$9.63K - $10.3K
|
37.5K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-345- 2.38% |
$9.71K - $10.4K
|
14.1K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-350- 16.43% |
$9.85K - $10.5K
|
1.78K
$52.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-354- 0.53% |
$9.97K - $10.7K
|
67K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-372- 0.41% |
$10.5K - $11.2K
|
89.8K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-376- 0.26% |
$10.6K - $11.3K
|
142K
$4.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-378- 1.2% |
$10.6K - $11.4K
|
31K
$914K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-386- 4.58% |
$10.9K - $11.6K
|
8.04K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-388- 4.42% |
$10.9K - $11.7K
|
8.39K
$247K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 35.03% |
$11.1K - $11.8K
|
729
$21.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-393- 1.01% |
$11.1K - $11.8K
|
38.5K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-395- 2.73% |
$11.1K - $11.9K
|
14.1K
$415K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-395- 1.19% |
$11.1K - $11.9K
|
32.8K
$965K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-403- 0.37% |
$11.3K - $12.1K
|
110K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-405- 4.41% |
$11.4K - $12.2K
|
8.78K
$259K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-416- 1.14% |
$11.7K - $12.5K
|
36.1K
$1.06M
|