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 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 3.91% |
$305K - $348K
|
316K
$8.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
11.2K+ 7.12% |
$286K - $327K
|
168K
$4.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
10.5KNew |
$269K - $308K
|
10.5K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 11.45% |
$269K - $307K
|
102K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.3K+ 2.57% |
$264K - $302K
|
413K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 47.04% |
$262K - $300K
|
32K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$260K - $298K
|
10.2K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.91KNew |
$253K - $290K
|
9.91K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
9.67K+ 3.24% |
$247K - $283K
|
308K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.52KNew |
$243K - $278K
|
9.52K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.38KNew |
$240K - $274K
|
9.38K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.22K+ 200.92% |
$236K - $270K
|
13.8K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.21KNew |
$235K - $269K
|
9.21K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.16K+ 96.54% |
$234K - $268K
|
18.6K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
9.09K+ 4.33% |
$233K - $266K
|
219K
$5.92M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.07KNew |
$232K - $265K
|
9.07K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.02K+ 77.8% |
$231K - $264K
|
20.6K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.54K+ 7.75% |
$219K - $250K
|
119K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
8.45K+ 1.69% |
$216K - $247K
|
510K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.44K+ 17.44% |
$216K - $247K
|
56.8K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8.37K+ 1.73% |
$214K - $245K
|
492K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
8.27KNew |
$212K - $242K
|
8.27K
$224K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
7.97K+ 3.24% |
$204K - $233K
|
254K
$6.87M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.95K+ 24.44% |
$203K - $232K
|
40.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.89KNew |
$202K - $231K
|
7.89K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.75KNew |
$198K - $226K
|
7.75K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.69KNew |
$197K - $225K
|
7.69K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.62K+ 8.4% |
$195K - $223K
|
98.4K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.61K+ 1.22% |
$195K - $223K
|
631K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.56K+ 34.97% |
$193K - $221K
|
29.2K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.44K+ 5.07% |
$190K - $218K
|
154K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.38K+ 2.87% |
$189K - $216K
|
265K
$7.17M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.28KNew |
$186K - $213K
|
7.28K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.06K+ 4.52% |
$180K - $206K
|
163K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6.96K+ 19.13% |
$178K - $203K
|
43.3K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.92K+ 23.02% |
$177K - $202K
|
37K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.87K+ 9.67% |
$176K - $201K
|
77.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.84K+ 72.66% |
$175K - $200K
|
16.2K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.42K+ 1.71% |
$164K - $188K
|
381K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.36K+ 0.4% |
$163K - $186K
|
1.61M
$43.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.23K+ 71.88% |
$159K - $182K
|
14.9K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 1.76% |
$153K - $175K
|
346K
$9.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.91K+ 1.17% |
$151K - $173K
|
512K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.85K+ 13.7% |
$150K - $171K
|
48.5K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
5.76KNew |
$147K - $168K
|
5.76K
$156K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.68K+ 7.75% |
$145K - $166K
|
79K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.5K+ 2.01% |
$141K - $161K
|
279K
$7.54M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.48K+ 1.11% |
$140K - $160K
|
500K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.39K+ 11.96% |
$138K - $157K
|
50.4K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 1.72% |
$137K - $157K
|
316K
$8.54M
|