Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
11M+ 3543.19% |
$281M - $321M
|
11.3M
$306M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.32M+ 83.35% |
$84.9M - $97M
|
7.3M
$197M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38M+ 18.5% |
$35.4M - $40.5M
|
8.87M
$240M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.35M+ 293.1% |
$34.4M - $39.4M
|
1.81M
$48.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
980K+ 287.36% |
$25.1M - $28.7M
|
1.32M
$35.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
924KNew |
$23.6M - $27M
|
924K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
882K+ 42.19% |
$22.6M - $25.8M
|
2.97M
$80.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
806K+ 18.57% |
$20.6M - $23.6M
|
5.15M
$139M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
627K+ 60.74% |
$16M - $18.3M
|
1.66M
$44.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617K+ 8.13% |
$15.8M - $18M
|
8.2M
$222M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
529K+ 50.08% |
$13.5M - $15.5M
|
1.58M
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
324K+ 1.13% |
$8.29M - $9.48M
|
28.9M
$782M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194K+ 2.89% |
$4.96M - $5.67M
|
6.91M
$187M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
191KNew |
$4.88M - $5.58M
|
191K
$5.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
186KNew |
$4.77M - $5.45M
|
186K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
178K+ 59.74% |
$4.55M - $5.2M
|
475K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
173K+ 105.73% |
$4.43M - $5.06M
|
337K
$9.11M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
164K+ 99.4% |
$4.2M - $4.8M
|
330K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 64.02% |
$3.86M - $4.42M
|
387K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 16.59% |
$3.79M - $4.33M
|
1.04M
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
143K+ 170.87% |
$3.67M - $4.19M
|
227K
$6.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
137K+ 16.41% |
$3.49M - $3.99M
|
968K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
134K+ 12.05% |
$3.42M - $3.91M
|
1.24M
$33.6M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
134KNew |
$3.42M - $3.9M
|
134K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
117KNew |
$2.99M - $3.42M
|
117K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113KNew |
$2.89M - $3.31M
|
113K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
102K+ 44.23% |
$2.62M - $2.99M
|
334K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.4K+ 39.25% |
$2.54M - $2.91M
|
353K
$9.54M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
87.2KNew |
$2.23M - $2.55M
|
87.2K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
85.2K+ 5.84% |
$2.18M - $2.49M
|
1.54M
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.4K+ 97.14% |
$1.98M - $2.26M
|
157K
$4.25M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
76.8KNew |
$1.97M - $2.25M
|
76.8K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72.7K+ 11.11% |
$1.86M - $2.12M
|
727K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
55.6KNew |
$1.42M - $1.62M
|
55.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
55.3K+ 22.71% |
$1.42M - $1.62M
|
299K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
53.1KNew |
$1.36M - $1.55M
|
53.1K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
51.5K+ 9.04% |
$1.32M - $1.5M
|
620K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48.8K+ 94.16% |
$1.25M - $1.43M
|
101K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
46K+ 24.98% |
$1.18M - $1.34M
|
230K
$6.22M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
43.4K+ 5.59% |
$1.11M - $1.27M
|
821K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 9.49% |
$1.09M - $1.24M
|
490K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
41K+ 93.27% |
$1.05M - $1.2M
|
84.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
40.8KNew |
$1.04M - $1.19M
|
40.8K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
40.7KNew |
$1.04M - $1.19M
|
40.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38.4K+ 13.35% |
$983K - $1.12M
|
326K
$8.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38K+ 2.51% |
$973K - $1.11M
|
1.55M
$42.1M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
35.9K+ 5.84% |
$919K - $1.05M
|
651K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
35.7KNew |
$913K - $1.04M
|
35.7K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.5K+ 95.65% |
$908K - $1.04M
|
72.6K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
35.3K+ 46.75% |
$904K - $1.03M
|
111K
$3M
|