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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34.9K+ 27.78% |
$893K - $1.02M
|
161K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.9K+ 53.88% |
$867K - $991K
|
96.8K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
33.8K+ 12.97% |
$864K - $988K
|
294K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 16.48% |
$834K - $953K
|
230K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
32.5K+ 17.32% |
$832K - $951K
|
220K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
32.5KNew |
$831K - $949K
|
32.5K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.6K+ 4.8% |
$807K - $923K
|
689K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
31.5K+ 5.05% |
$805K - $920K
|
655K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31.4K+ 5.57% |
$802K - $917K
|
594K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$760K - $869K
|
29.7K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 4.27% |
$731K - $835K
|
697K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27.2K+ 13.69% |
$695K - $794K
|
225K
$6.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.8K+ 6.12% |
$685K - $783K
|
464K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 1.23% |
$677K - $774K
|
2.19M
$59.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
24.5KNew |
$627K - $717K
|
24.5K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.8K+ 3.69% |
$608K - $695K
|
669K
$18.1M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23.6K+ 2.87% |
$604K - $690K
|
847K
$22.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
23.2K+ 2.19% |
$594K - $679K
|
1.08M
$29.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
23K+ 0.55% |
$589K - $673K
|
4.2M
$114M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
21.5K+ 4.22% |
$550K - $629K
|
531K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
21.4K+ 2.08% |
$548K - $627K
|
1.05M
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 3.66% |
$499K - $570K
|
553K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
19.2K+ 4.27% |
$490K - $560K
|
468K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 4.66% |
$483K - $552K
|
425K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
18.9K+ 19.38% |
$483K - $552K
|
116K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 1.14% |
$476K - $544K
|
1.65M
$44.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.4K+ 6.86% |
$471K - $538K
|
287K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.1K+ 4.96% |
$464K - $530K
|
384K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17.5K+ 14.91% |
$447K - $511K
|
135K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.5K+ 16.59% |
$447K - $511K
|
123K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.3K+ 544.53% |
$417K - $477K
|
19.3K
$522K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
15.9K+ 18.65% |
$407K - $465K
|
101K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15.7K+ 5.4% |
$402K - $460K
|
307K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 4.3% |
$401K - $458K
|
381K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.01% |
$401K - $458K
|
276K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15.4K+ 13.87% |
$393K - $449K
|
126K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
15.1K+ 3.62% |
$387K - $443K
|
433K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
14.8K+ 10.26% |
$379K - $433K
|
159K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.6K+ 28.53% |
$374K - $428K
|
65.9K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.9K+ 130.13% |
$357K - $408K
|
24.7K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.4K+ 5.13% |
$343K - $393K
|
275K
$7.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 7.4% |
$340K - $389K
|
193K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13K+ 130.45% |
$333K - $380K
|
23K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 146.92% |
$324K - $370K
|
21.3K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 54.08% |
$319K - $365K
|
35.5K
$961K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
12.4K+ 200.0% |
$317K - $363K
|
18.6K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.4K+ 3.33% |
$316K - $361K
|
383K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.3K+ 1.0% |
$316K - $361K
|
1.24M
$33.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.2KNew |
$312K - $356K
|
12.2K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12.2K+ 2.28% |
$311K - $355K
|
546K
$14.8M
|