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
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-52- 1.3% |
$1.19K - $1.46K
|
3.95K
$114K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-54- 2.45% |
$1.24K - $1.51K
|
2.15K
$62.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-55- 0.3% |
$1.26K - $1.54K
|
18.5K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.21% |
$1.38K - $1.68K
|
28.7K
$830K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-62- 0.41% |
$1.42K - $1.74K
|
15.2K
$440K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-68- 0.1% |
$1.56K - $1.91K
|
65.1K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-93- 4.62% |
$2.13K - $2.61K
|
1.92K
$55.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-124- 1.29% |
$2.84K - $3.48K
|
9.49K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-133- 0.61% |
$3.05K - $3.73K
|
21.7K
$628K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 0.34% |
$3.14K - $3.84K
|
40.6K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-144- 0.32% |
$3.3K - $4.04K
|
45K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-144- 16.33% |
$3.3K - $4.04K
|
738
$21.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-147- 1.06% |
$3.37K - $4.12K
|
13.7K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-169- 0.25% |
$3.87K - $4.74K
|
68.7K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-195- 1.04% |
$4.47K - $5.47K
|
18.5K
$535K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-202- 0.55% |
$4.63K - $5.67K
|
36.6K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-220- 1.43% |
$5.04K - $6.17K
|
15.2K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-240- 1.0% |
$5.5K - $6.73K
|
23.7K
$685K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-250- 1.02% |
$5.73K - $7.01K
|
24.3K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-251- 0.46% |
$5.75K - $7.04K
|
54.7K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-253- 0.43% |
$5.8K - $7.1K
|
57.9K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-274- 0.82% |
$6.28K - $7.69K
|
33.1K
$958K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.48% |
$6.78K - $8.3K
|
19.7K
$569K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.35% |
$6.88K - $8.42K
|
22K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-301- 2.85% |
$6.9K - $8.44K
|
10.2K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-305- 1.67% |
$6.99K - $8.56K
|
17.9K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-325- 8.5% |
$7.45K - $9.12K
|
3.5K
$101K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-331- 1.94% |
$7.59K - $9.28K
|
16.7K
$484K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-348- 4.46% |
$7.98K - $9.76K
|
7.46K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-366- 0.23% |
$8.39K - $10.3K
|
157K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-374- 1.84% |
$8.57K - $10.5K
|
19.9K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-415- 3.32% |
$9.51K - $11.6K
|
12.1K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-427- 1.05% |
$9.79K - $12K
|
40.4K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-470- 1.28% |
$10.8K - $13.2K
|
36.2K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 2.9% |
$11.3K - $13.9K
|
16.6K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-500- 0.61% |
$11.5K - $14K
|
81.9K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-501- 54.05% |
$11.5K - $14.1K
|
426
$12.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.15% |
$11.8K - $14.4K
|
345K
$9.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-605- 1.14% |
$13.9K - $17K
|
52.4K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-675- 3.04% |
$15.5K - $18.9K
|
21.5K
$622K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-689- 1.12% |
$15.8K - $19.3K
|
60.8K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-760- 0.53% |
$17.4K - $21.3K
|
142K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-779- 1.77% |
$17.9K - $21.9K
|
43.3K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-814- 2.16% |
$18.7K - $22.8K
|
36.8K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-837- 7.62% |
$19.2K - $23.5K
|
10.1K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.13% |
$21.1K - $25.9K
|
81K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 1.39% |
$22.9K - $28K
|
70.9K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 9.83% |
$24.5K - $30K
|
9.81K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 6.18% |
$24.6K - $30.1K
|
16.3K
$471K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 1.01% |
$25.4K - $31.1K
|
108K
$3.13M
|