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 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.01K+ 5.54% |
$51.3K - $58.7K
|
38.2K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2K+ 3.77% |
$51.1K - $58.4K
|
55K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.94K+ 8.08% |
$49.5K - $56.6K
|
25.9K
$700K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.92K+ 2.2% |
$49.1K - $56.2K
|
89.3K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.87K+ 2.36% |
$47.7K - $54.6K
|
80.9K
$2.19M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.8K+ 0.89% |
$45.9K - $52.5K
|
204K
$5.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.73K+ 0.57% |
$44.3K - $50.6K
|
304K
$8.23M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.71K+ 4.97% |
$43.7K - $50K
|
36.1K
$976K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.71K+ 5.83% |
$43.6K - $49.9K
|
31K
$838K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.6K+ 15.45% |
$41K - $46.9K
|
12K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.49K+ 6.27% |
$38.1K - $43.5K
|
25.2K
$682K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.49K+ 71.33% |
$38.1K - $43.5K
|
3.57K
$96.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.41K+ 1.34% |
$36K - $41.2K
|
106K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.4K+ 2.69% |
$35.7K - $40.8K
|
53.2K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 1.71% |
$34.2K - $39.1K
|
79.5K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 6.92% |
$33.6K - $38.4K
|
20.3K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.3K+ 11.67% |
$33.2K - $37.9K
|
12.4K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 5.0% |
$32.5K - $37.1K
|
26.7K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.24% |
$31.6K - $36.2K
|
101K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.23K+ 9.05% |
$31.6K - $36.1K
|
14.9K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 18.56% |
$31.6K - $36.1K
|
7.88K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 6.28% |
$30.8K - $35.2K
|
20.4K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.2K+ 2.68% |
$30.7K - $35.1K
|
46K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.18K+ 10.2% |
$30.2K - $34.5K
|
12.8K
$345K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.66% |
$30K - $34.3K
|
178K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.17K+ 3.28% |
$30K - $34.2K
|
36.8K
$996K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 6.96% |
$29.9K - $34.2K
|
17.9K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.15K+ 40.25% |
$29.4K - $33.6K
|
4K
$108K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.12K+ 0.81% |
$28.7K - $32.8K
|
139K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 0.73% |
$28.2K - $32.2K
|
153K
$4.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 0.94% |
$27.7K - $31.6K
|
116K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.08K+ 2.82% |
$27.6K - $31.5K
|
39.3K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.17% |
$27.1K - $31K
|
91.5K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.04K+ 3.27% |
$26.6K - $30.4K
|
32.8K
$888K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
931+ 0.97% |
$23.8K - $27.2K
|
97K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
910+ 2.48% |
$23.3K - $26.6K
|
37.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
882New |
$22.6K - $25.8K
|
882
$23.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
873+ 0.29% |
$22.3K - $25.5K
|
304K
$8.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
867+ 2.53% |
$22.2K - $25.4K
|
35.1K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
864+ 2.91% |
$22.1K - $25.3K
|
30.5K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
828+ 3.94% |
$21.2K - $24.2K
|
21.9K
$591K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
815+ 0.37% |
$20.8K - $23.8K
|
223K
$6.03M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
772+ 23.66% |
$19.7K - $22.6K
|
4.04K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
753New |
$19.3K - $22K
|
753
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
726+ 1.19% |
$18.6K - $21.2K
|
61.7K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
702+ 16.92% |
$18K - $20.5K
|
4.85K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
666+ 2.46% |
$17K - $19.5K
|
27.8K
$751K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
611New |
$15.6K - $17.9K
|
611
$16.5K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606New |
$15.5K - $17.7K
|
606
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
582+ 1.8% |
$14.9K - $17K
|
32.9K
$891K
|