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 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-80- 0.21% |
$2.05K - $2.34K
|
37.2K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-81- 0.44% |
$2.07K - $2.37K
|
18.1K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-84- 0.29% |
$2.15K - $2.46K
|
29.1K
$788K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-86- 1.11% |
$2.2K - $2.51K
|
7.64K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-93- 6.67% |
$2.38K - $2.72K
|
1.3K
$35.2K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-99- 0.47% |
$2.53K - $2.89K
|
21.1K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 38.82% |
$2.53K - $2.89K
|
156
$4.22K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-106- 0.34% |
$2.71K - $3.1K
|
30.8K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-110- 0.39% |
$2.81K - $3.22K
|
28K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 0.36% |
$2.94K - $3.36K
|
31.5K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-117- 0.38% |
$2.99K - $3.42K
|
30.7K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-118- 0.11% |
$3.02K - $3.45K
|
109K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-123- 1.22% |
$3.15K - $3.6K
|
9.94K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-126- 1.03% |
$3.22K - $3.68K
|
12.1K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-131- 0.33% |
$3.35K - $3.83K
|
39.9K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-133- 1.61% |
$3.4K - $3.89K
|
8.11K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-133- 0.53% |
$3.4K - $3.89K
|
25K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-165- 37.67% |
$4.22K - $4.82K
|
273
$7.38K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-167- 0.65% |
$4.27K - $4.88K
|
25.5K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-168- 1.51% |
$4.3K - $4.91K
|
11K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-174- 1.69% |
$4.45K - $5.09K
|
10.1K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-180- 1.86% |
$4.6K - $5.26K
|
9.51K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-183- 0.36% |
$4.68K - $5.35K
|
50.6K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-186- 0.55% |
$4.76K - $5.44K
|
33.7K
$913K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-187- 0.17% |
$4.78K - $5.47K
|
113K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-192- 1.27% |
$4.91K - $5.61K
|
14.9K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-192- 0.37% |
$4.91K - $5.61K
|
52K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-194- 0.43% |
$4.96K - $5.67K
|
45.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-201- 1.32% |
$5.14K - $5.88K
|
15.1K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-201- 1.87% |
$5.14K - $5.88K
|
10.5K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-207- 1.47% |
$5.3K - $6.05K
|
13.8K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-221- 1.7% |
$5.65K - $6.46K
|
12.8K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-221- 1.06% |
$5.65K - $6.46K
|
20.7K
$560K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-224- 2.02% |
$5.73K - $6.55K
|
10.9K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$5.91K - $6.75K
|
8.01K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-235- 0.29% |
$6.01K - $6.87K
|
81.9K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-238- 1.36% |
$6.09K - $6.96K
|
17.2K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-254- 0.93% |
$6.5K - $7.43K
|
27K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-256- 54.47% |
$6.55K - $7.49K
|
214
$5.79K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-264- 0.16% |
$6.75K - $7.72K
|
162K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-277- 0.21% |
$7.09K - $8.1K
|
132K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-281- 4.02% |
$7.19K - $8.22K
|
6.71K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-282- 1.28% |
$7.21K - $8.25K
|
21.7K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-285- 1.18% |
$7.29K - $8.33K
|
23.9K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-285- 0.75% |
$7.29K - $8.33K
|
37.7K
$1.02M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-290- 1.06% |
$7.42K - $8.48K
|
26.9K
$729K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-294- 0.7% |
$7.52K - $8.6K
|
41.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-297- 0.62% |
$7.6K - $8.68K
|
47.5K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-308- 0.59% |
$7.88K - $9.01K
|
52.2K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-315- 2.43% |
$8.06K - $9.21K
|
12.7K
$343K
|