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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.43KNew |
$170K - $208K
|
7.43K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
7.3KNew |
$167K - $205K
|
7.3K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.24KNew |
$166K - $203K
|
7.24K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.13K+ 2.34% |
$163K - $200K
|
311K
$9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.05KNew |
$162K - $198K
|
7.05K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.73K+ 1.31% |
$154K - $189K
|
518K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.72K+ 2.08% |
$154K - $188K
|
330K
$9.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.72K+ 8.45% |
$154K - $188K
|
86.2K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.63K+ 4.81% |
$152K - $186K
|
145K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.62K+ 3.84% |
$152K - $186K
|
179K
$5.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 2.74% |
$145K - $177K
|
236K
$6.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.98K+ 11.24% |
$137K - $168K
|
59.2K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
5.81K+ 7.35% |
$133K - $163K
|
84.8K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.44K+ 16.57% |
$125K - $153K
|
38.2K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.06K+ 11.32% |
$116K - $142K
|
49.7K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.98K+ 44.83% |
$114K - $140K
|
16.1K
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.59K+ 2.78% |
$105K - $129K
|
169K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.39K+ 28.51% |
$101K - $123K
|
19.8K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
4.18K+ 1.26% |
$95.9K - $117K
|
337K
$9.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.84K+ 38.66% |
$88.1K - $108K
|
13.8K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.76K+ 10.52% |
$86.2K - $105K
|
39.5K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.19K+ 21.82% |
$73.2K - $89.6K
|
17.8K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 1.85% |
$64.7K - $79.2K
|
156K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.57K+ 8.31% |
$59K - $72.2K
|
33.5K
$969K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.53K+ 2.13% |
$58K - $71K
|
121K
$3.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.42K+ 0.52% |
$55.4K - $67.8K
|
470K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.41K+ 9.89% |
$55.3K - $67.6K
|
26.8K
$774K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.23K+ 1.25% |
$51K - $62.5K
|
181K
$5.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
2.2K+ 1.88% |
$50.5K - $61.8K
|
119K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.13KNew |
$48.8K - $59.7K
|
2.13K
$61.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.06KNew |
$47.2K - $57.8K
|
2.06K
$59.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.82K+ 5.8% |
$41.7K - $51K
|
33.2K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.81K+ 2.46% |
$41.5K - $50.7K
|
75.2K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 0.54% |
$41.1K - $50.3K
|
335K
$9.67M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.79K+ 0.21% |
$41K - $50.2K
|
849K
$24.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.77K+ 3.38% |
$40.5K - $49.6K
|
54K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
1.72K+ 0.78% |
$39.4K - $48.2K
|
222K
$6.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.69K+ 5.65% |
$38.8K - $47.5K
|
31.7K
$915K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.39K+ 1.58% |
$31.7K - $38.8K
|
89.2K
$2.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.37KNew |
$31.5K - $38.5K
|
1.37K
$39.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$30.6K - $37.5K
|
1.34K
$38.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.08K+ 10.17% |
$24.7K - $30.2K
|
11.7K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
963+ 2.59% |
$22.1K - $27K
|
38.1K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
885New |
$20.3K - $24.8K
|
885
$25.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
809+ 0.8% |
$18.5K - $22.7K
|
102K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
789New |
$18.1K - $22.1K
|
789
$22.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
570+ 1.86% |
$13.1K - $16K
|
31.1K
$900K
|