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 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-386- 4.58% |
$10.9K - $11.6K
|
8.04K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-387- 0.98% |
$10.9K - $11.7K
|
39.3K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-388- 4.42% |
$10.9K - $11.7K
|
8.39K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 35.03% |
$11.1K - $11.8K
|
729
$21.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-393- 1.01% |
$11.1K - $11.8K
|
38.5K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-395- 2.73% |
$11.1K - $11.9K
|
14.1K
$420K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-395- 1.19% |
$11.1K - $11.9K
|
32.8K
$977K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-401- 0.89% |
$11.3K - $12.1K
|
44.6K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-403- 0.37% |
$11.3K - $12.1K
|
110K
$3.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-405- 4.41% |
$11.4K - $12.2K
|
8.78K
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-416- 1.14% |
$11.7K - $12.5K
|
36.1K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-430- 0.71% |
$12.1K - $13K
|
59.9K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-437- 0.09% |
$12.3K - $13.2K
|
499K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-471- 2.89% |
$13.3K - $14.2K
|
15.8K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-488- 2.52% |
$13.7K - $14.7K
|
18.8K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-491- 2.17% |
$13.8K - $14.8K
|
22.2K
$662K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-492- 6.73% |
$13.8K - $14.8K
|
6.82K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.39% |
$14K - $15K
|
35.3K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-506- 0.61% |
$14.2K - $15.2K
|
81.9K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-510- 2.86% |
$14.4K - $15.4K
|
17.3K
$517K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-514- 1.01% |
$14.5K - $15.5K
|
50.1K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-514- 2.75% |
$14.5K - $15.5K
|
18.2K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-515- 1.63% |
$14.5K - $15.5K
|
31.1K
$929K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-520- 3.17% |
$14.6K - $15.7K
|
15.9K
$474K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-528- 0.15% |
$14.9K - $15.9K
|
363K
$10.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-559- 22.5% |
$15.7K - $16.8K
|
1.93K
$57.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-561- 0.75% |
$15.8K - $16.9K
|
74.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-563- 3.14% |
$15.8K - $17K
|
17.4K
$518K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-578- 0.58% |
$16.3K - $17.4K
|
99.3K
$2.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-587- 11.32% |
$16.5K - $17.7K
|
4.6K
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-588- 4.9% |
$16.6K - $17.7K
|
11.4K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-601- 2.48% |
$16.9K - $18.1K
|
23.7K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-615- 0.81% |
$17.3K - $18.5K
|
74.9K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-681- 0.49% |
$19.2K - $20.5K
|
137K
$4.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-685- 2.23% |
$19.3K - $20.6K
|
30K
$895K
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-688- 4.58% |
$19.4K - $20.7K
|
14.4K
$428K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-688- 0.75% |
$19.4K - $20.7K
|
90.9K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-743- 3.42% |
$20.9K - $22.4K
|
21K
$626K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-750- 3.04% |
$21.1K - $22.6K
|
23.9K
$713K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-750- 6.16% |
$21.1K - $22.6K
|
11.4K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-755- 1.26% |
$21.3K - $22.7K
|
59.1K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-775- 3.33% |
$21.8K - $23.4K
|
22.5K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-784- 2.19% |
$22.1K - $23.6K
|
35K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-798- 1.06% |
$22.5K - $24K
|
74.4K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-816- 0.19% |
$23K - $24.6K
|
433K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-832- 0.65% |
$23.4K - $25.1K
|
127K
$3.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-837- 1.28% |
$23.6K - $25.2K
|
64.7K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-859- 0.83% |
$24.2K - $25.9K
|
103K
$3.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-865- 0.18% |
$24.3K - $26.1K
|
479K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-909- 5.0% |
$25.6K - $27.4K
|
17.3K
$515K
|