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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 1.48% |
$13.1K - $16K
|
39.2K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
532+ 4.8% |
$12.2K - $14.9K
|
11.6K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
482+ 0.33% |
$11K - $13.5K
|
144K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
470+ 2.26% |
$10.8K - $13.2K
|
21.2K
$613K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
395+ 0.34% |
$9.05K - $11.1K
|
117K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
352+ 2.67% |
$8.07K - $9.87K
|
13.5K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
343+ 12.2% |
$7.86K - $9.62K
|
3.16K
$91.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
335+ 1.64% |
$7.68K - $9.4K
|
20.7K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 44.49% |
$7.68K - $9.4K
|
1.09K
$31.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
301+ 4.14% |
$6.9K - $8.44K
|
7.57K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
265+ 5.49% |
$6.07K - $7.43K
|
5.09K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
192+ 0.36% |
$4.4K - $5.39K
|
53.3K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
165+ 0.89% |
$3.78K - $4.63K
|
18.6K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 3.79% |
$3.55K - $4.35K
|
4.25K
$123K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
145New |
$3.32K - $4.07K
|
145
$4.19K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
125+ 1.06% |
$2.87K - $3.51K
|
11.9K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
120+ 0.48% |
$2.75K - $3.37K
|
24.9K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
119+ 0.66% |
$2.73K - $3.34K
|
18.1K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
112+ 1.45% |
$2.57K - $3.14K
|
7.85K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.19% |
$2.48K - $3.03K
|
56.4K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
84+ 3.62% |
$1.93K - $2.36K
|
2.41K
$69.5K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
80+ 0.17% |
$1.83K - $2.24K
|
46.3K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
74+ 0.68% |
$1.7K - $2.08K
|
10.9K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73New |
$1.67K - $2.05K
|
73
$2.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44+ 7.2% |
$1.01K - $1.23K
|
655
$18.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
43+ 0.36% |
$986 - $1.21K
|
11.9K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
37+ 0.28% |
$848 - $1.04K
|
13.1K
$378K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 0.37% |
$504 - $617
|
6.01K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17+ 0.08% |
$390 - $477
|
20.9K
$605K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
14New |
$321 - $393
|
14
$405
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.04% |
$298 - $365
|
36.1K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$275 - $337
|
12K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
8+ 0.05% |
$183 - $224
|
17.1K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.03% |
$160 - $196
|
26.3K
$760K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.02% |
$160 - $196
|
46.2K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.01% |
$160 - $196
|
61.7K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
6+ 0.05% |
$138 - $168
|
12.1K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
5+ 0.04% |
$115 - $140
|
12.9K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.32% |
$115 - $140
|
1.59K
$45.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.04% |
$115 - $140
|
11.7K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.01% |
$68.8 - $84.2
|
28.1K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.31% |
$45.8 - $56.1
|
638
$18.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$22.9 - $28.1
|
7.63K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.03% |
$229 - $281
|
39.2K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-27- 0.08% |
$619 - $757
|
35.1K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-29- 0.29% |
$665 - $813
|
10.1K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-42- 0.26% |
$963 - $1.18K
|
15.9K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 0.08% |
$1.03K - $1.26K
|
57.9K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 0.15% |
$1.03K - $1.26K
|
30.5K
$881K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-48- 0.18% |
$1.1K - $1.35K
|
26.5K
$765K
|