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 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.28K+ 3.98% |
$135K - $154K
|
138K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.1K+ 3.2% |
$130K - $149K
|
165K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.1K+ 8.36% |
$130K - $149K
|
66K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.89K+ 1.02% |
$125K - $143K
|
485K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.78K+ 13.26% |
$122K - $140K
|
40.8K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.59K+ 3.48% |
$117K - $134K
|
136K
$3.69M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55K+ 49.09% |
$116K - $133K
|
13.8K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.54K+ 6.9% |
$116K - $133K
|
70.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.43K+ 355.46% |
$113K - $130K
|
5.68K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.35K+ 5.61% |
$111K - $127K
|
81.9K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.28K+ 3.07% |
$110K - $125K
|
144K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.19K+ 7.76% |
$107K - $122K
|
58.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.18K+ 16.99% |
$107K - $122K
|
28.8K
$778K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.85K+ 4.17% |
$98.4K - $112K
|
96K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.78K+ 23.02% |
$96.7K - $111K
|
20.2K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.74K+ 1.01% |
$95.5K - $109K
|
373K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.7K+ 647.46% |
$94.6K - $108K
|
4.27K
$115K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.61K+ 38.11% |
$92.2K - $105K
|
13.1K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.36K+ 5.27% |
$85.8K - $98.1K
|
67.1K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.36K+ 0.92% |
$85.8K - $98.1K
|
367K
$9.93M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.31K+ 0.95% |
$84.7K - $96.8K
|
353K
$9.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
3.26K+ 2.86% |
$83.3K - $95.3K
|
117K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.24K+ 15.34% |
$82.9K - $94.8K
|
24.4K
$659K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.17K+ 0.61% |
$81.2K - $92.8K
|
522K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
3.17K+ 8.44% |
$81.1K - $92.7K
|
40.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.05KNew |
$78K - $89.1K
|
3.05K
$82.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3K+ 13.75% |
$76.8K - $87.8K
|
24.8K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$76.7K - $87.7K
|
3K
$81.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.99KNew |
$76.5K - $87.4K
|
2.99K
$80.9K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2.92K+ 20.76% |
$74.6K - $85.3K
|
17K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.84K+ 3.21% |
$72.7K - $83.1K
|
91.4K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.78K+ 32.98% |
$71K - $81.1K
|
11.2K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 4.56% |
$70.3K - $80.4K
|
63K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$69.8K - $79.8K
|
2.73K
$73.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.66K+ 0.74% |
$68.1K - $77.9K
|
362K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65K+ 2.13% |
$67.7K - $77.4K
|
127K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 43.33% |
$66.8K - $76.3K
|
8.63K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.58K+ 0.92% |
$65.9K - $75.4K
|
282K
$7.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.55K+ 90.93% |
$65.1K - $74.4K
|
5.34K
$145K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 17.72% |
$65.1K - $74.4K
|
16.9K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 27.5% |
$65K - $74.3K
|
11.8K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.54K+ 17.42% |
$64.9K - $74.2K
|
17.1K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.53K+ 0.7% |
$64.7K - $74K
|
362K
$9.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.32K+ 0.88% |
$59.2K - $67.7K
|
266K
$7.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 8.14% |
$57.8K - $66.1K
|
30K
$812K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.25K+ 9.35% |
$57.6K - $65.8K
|
26.3K
$712K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.24K+ 0.67% |
$57.3K - $65.5K
|
335K
$9.06M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 0.28% |
$54.8K - $62.7K
|
772K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.01K+ 467.05% |
$51.5K - $58.9K
|
2.44K
$66.1K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.01K+ 1.21% |
$51.4K - $58.7K
|
168K
$4.55M
|