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 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
125+ 0.34% |
$3.2K - $3.66K
|
37.3K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
123New |
$3.15K - $3.6K
|
123
$3.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 0.98% |
$2.89K - $3.3K
|
11.7K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
109+ 0.83% |
$2.79K - $3.19K
|
13.2K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
108New |
$2.76K - $3.16K
|
108
$2.92K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.19% |
$2.74K - $3.13K
|
56.3K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
105+ 0.19% |
$2.69K - $3.07K
|
55.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
105New |
$2.69K - $3.07K
|
105
$2.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 0.68% |
$2.66K - $3.04K
|
15.4K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
104+ 0.1% |
$2.66K - $3.04K
|
101K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$2.61K - $2.98K
|
102
$2.76K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
91+ 0.26% |
$2.33K - $2.66K
|
35.1K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
78+ 1.02% |
$2K - $2.28K
|
7.73K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
74+ 0.25% |
$1.89K - $2.16K
|
29.4K
$795K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
74+ 0.7% |
$1.89K - $2.16K
|
10.6K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
73+ 0.62% |
$1.87K - $2.13K
|
11.8K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
72+ 28.92% |
$1.84K - $2.11K
|
321
$8.68K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.3% |
$1.84K - $2.11K
|
24.4K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$1.69K - $1.93K
|
66
$1.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
63+ 0.33% |
$1.61K - $1.84K
|
19.4K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
56+ 0.25% |
$1.43K - $1.64K
|
22.7K
$613K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 0.26% |
$1.33K - $1.52K
|
20K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
52+ 0.3% |
$1.33K - $1.52K
|
17.6K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 0.09% |
$1.28K - $1.46K
|
57K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 0.21% |
$1.23K - $1.4K
|
22.6K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
45+ 0.3% |
$1.15K - $1.32K
|
15K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40New |
$1.02K - $1.17K
|
40
$1.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.3% |
$1.02K - $1.17K
|
13.5K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 0.14% |
$972 - $1.11K
|
26.3K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
38+ 0.05% |
$972 - $1.11K
|
74.5K
$2.02M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.16% |
$946 - $1.08K
|
22.8K
$618K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
34+ 0.3% |
$870 - $994
|
11.3K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 1.08% |
$819 - $936
|
2.99K
$80.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 0.23% |
$767 - $877
|
13K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.3% |
$665 - $760
|
8.7K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
26+ 0.2% |
$665 - $760
|
13.1K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24+ 0.07% |
$614 - $702
|
34.1K
$921K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
22+ 0.3% |
$563 - $643
|
7.43K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
21+ 0.16% |
$537 - $614
|
12.8K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.26% |
$537 - $614
|
8.12K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 12.99% |
$512 - $585
|
174
$4.71K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.33% |
$486 - $556
|
5.79K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
19+ 0.09% |
$486 - $556
|
21.4K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.3% |
$460 - $526
|
5.99K
$162K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
14+ 0.07% |
$358 - $409
|
20.9K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
13+ 0.07% |
$333 - $380
|
18.5K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
13+ 0.08% |
$333 - $380
|
16.8K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.31% |
$256 - $292
|
3.27K
$88.4K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.06% |
$230 - $263
|
15.4K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9+ 0.02% |
$230 - $263
|
57.9K
$1.57M
|