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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558+ 1.34% |
$14.3K - $16.3K
|
42.1K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
556+ 1.41% |
$14.2K - $16.3K
|
40.1K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
518+ 1.05% |
$13.3K - $15.1K
|
49.7K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
517+ 21.02% |
$13.2K - $15.1K
|
2.98K
$80.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
458+ 0.09% |
$11.7K - $13.4K
|
483K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
456New |
$11.7K - $13.3K
|
456
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
426+ 85.03% |
$10.9K - $12.5K
|
927
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
414+ 43.13% |
$10.6K - $12.1K
|
1.37K
$37.2K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
398+ 0.29% |
$10.2K - $11.6K
|
135K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
386+ 1.06% |
$9.87K - $11.3K
|
36.9K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
372+ 0.45% |
$9.52K - $10.9K
|
83.5K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
353+ 1.63% |
$9.03K - $10.3K
|
22K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
347+ 2.32% |
$8.88K - $10.1K
|
15.3K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
345+ 1.37% |
$8.83K - $10.1K
|
25.5K
$689K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
336+ 0.71% |
$8.59K - $9.82K
|
47.9K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
332+ 1.29% |
$8.49K - $9.71K
|
26.1K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
307+ 3.07% |
$7.85K - $8.98K
|
10.3K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
302+ 0.94% |
$7.73K - $8.83K
|
32.5K
$880K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
301+ 0.74% |
$7.7K - $8.8K
|
40.8K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
299+ 0.13% |
$7.65K - $8.74K
|
236K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
285+ 2.24% |
$7.29K - $8.33K
|
13K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
275+ 1.05% |
$7.03K - $8.04K
|
26.5K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
266+ 3.84% |
$6.8K - $7.78K
|
7.19K
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
236+ 0.17% |
$6.04K - $6.9K
|
138K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 3.31% |
$5.96K - $6.81K
|
7.27K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
232+ 1.01% |
$5.93K - $6.78K
|
23.2K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
222+ 12.39% |
$5.68K - $6.49K
|
2.01K
$54.5K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
217+ 1.99% |
$5.55K - $6.35K
|
11.1K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
216+ 0.31% |
$5.53K - $6.32K
|
68.9K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
197+ 0.42% |
$5.04K - $5.76K
|
47K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
196+ 0.54% |
$5.01K - $5.73K
|
36.8K
$995K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
189+ 1.65% |
$4.83K - $5.53K
|
11.6K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
187+ 1.74% |
$4.78K - $5.47K
|
10.9K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
186+ 1.24% |
$4.76K - $5.44K
|
15.2K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
185+ 0.48% |
$4.73K - $5.41K
|
38.9K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
182+ 0.74% |
$4.66K - $5.32K
|
24.8K
$670K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
178+ 0.57% |
$4.55K - $5.2K
|
31.6K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
168New |
$4.3K - $4.91K
|
168
$4.54K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 1.06% |
$4.27K - $4.88K
|
15.9K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
162+ 0.3% |
$4.14K - $4.74K
|
53.9K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
160New |
$4.09K - $4.68K
|
160
$4.33K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
157+ 0.59% |
$4.02K - $4.59K
|
26.6K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
156+ 2.05% |
$3.99K - $4.56K
|
7.77K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
151+ 1.46% |
$3.86K - $4.42K
|
10.5K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
146+ 0.18% |
$3.73K - $4.27K
|
79.8K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
134+ 0.74% |
$3.43K - $3.92K
|
18.3K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
132+ 0.3% |
$3.38K - $3.86K
|
44.6K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
129+ 0.31% |
$3.3K - $3.77K
|
41.1K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
127+ 0.55% |
$3.25K - $3.71K
|
23.2K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
127+ 0.43% |
$3.25K - $3.71K
|
30K
$810K
|