Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.46MNew |
$33.4M - $40.8M
|
1.46M
$42.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
192KNew |
$4.4M - $5.38M
|
192K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
142KNew |
$3.26M - $3.99M
|
142K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
119K+ 3966.76% |
$2.72M - $3.33M
|
122K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
118K+ 2033.93% |
$2.7M - $3.3M
|
124K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
101K+ 89.45% |
$2.32M - $2.84M
|
214K
$6.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.9K+ 34.96% |
$2.22M - $2.72M
|
374K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
87K+ 31.64% |
$1.99M - $2.44M
|
362K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
54.8K+ 8.81% |
$1.26M - $1.54M
|
677K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53.9KNew |
$1.23M - $1.51M
|
53.9K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
53.1K+ 11.52% |
$1.22M - $1.49M
|
514K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48.9K+ 198.41% |
$1.12M - $1.37M
|
73.6K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
48.5K+ 9.86% |
$1.11M - $1.36M
|
541K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.8K+ 66.79% |
$1.1M - $1.34M
|
119K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.9K+ 146.33% |
$892K - $1.09M
|
65.5K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.3K+ 3.93% |
$833K - $1.02M
|
960K
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
28.5K+ 2.71% |
$652K - $798K
|
1.08M
$31.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
26.2K+ 44.15% |
$600K - $734K
|
85.5K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
25.5K+ 267.73% |
$585K - $716K
|
35K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.7KNew |
$566K - $693K
|
24.7K
$714K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.83% |
$552K - $675K
|
377K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
23.9K+ 4.51% |
$548K - $671K
|
555K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.3K+ 2.84% |
$535K - $654K
|
844K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 16.71% |
$449K - $550K
|
137K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.9K+ 6.44% |
$434K - $531K
|
313K
$9.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.9KNew |
$409K - $501K
|
17.9K
$516K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
16.8K+ 167.13% |
$385K - $471K
|
26.8K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.6KNew |
$379K - $464K
|
16.6K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
16.1K+ 6.82% |
$369K - $452K
|
252K
$7.3M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.6K+ 100.32% |
$335K - $409K
|
29.1K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.3K+ 6.42% |
$328K - $401K
|
237K
$6.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.1K+ 3.27% |
$323K - $396K
|
446K
$12.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
13.7K+ 17.55% |
$313K - $383K
|
91.6K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 4.17% |
$303K - $370K
|
330K
$9.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
11.8K+ 5.09% |
$270K - $331K
|
243K
$7.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.8K+ 3.16% |
$270K - $330K
|
385K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.4K+ 9.12% |
$261K - $319K
|
136K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
10.8KNew |
$247K - $302K
|
10.8K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$241K - $294K
|
10.5K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
10.5K+ 2.48% |
$240K - $294K
|
433K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 3.35% |
$234K - $286K
|
315K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.46KNew |
$217K - $265K
|
9.46K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.65K+ 13.2% |
$198K - $243K
|
74.1K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
8.43KNew |
$193K - $236K
|
8.43K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06KNew |
$185K - $226K
|
8.06K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.91K+ 9.65% |
$181K - $222K
|
89.8K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.84K+ 28.03% |
$180K - $220K
|
35.8K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.51KNew |
$172K - $211K
|
7.51K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.43K+ 5.45% |
$170K - $208K
|
144K
$4.16M
|