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 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.15K- 3.53% |
$26.3K - $32.2K
|
31.4K
$907K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 14.07% |
$30.3K - $37K
|
8.06K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.23% |
$30.5K - $37.3K
|
107K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.35K- 6.56% |
$30.8K - $37.7K
|
19.2K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 10.09% |
$31.1K - $38K
|
12.1K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.26% |
$34.8K - $42.6K
|
65.8K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.54K- 2.81% |
$35.4K - $43.3K
|
53.5K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 4.56% |
$35.9K - $44K
|
32.8K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$39.6K - $48.4K
|
89.5K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.21% |
$40.4K - $49.4K
|
144K
$4.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.19% |
$42.1K - $51.5K
|
13.2K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 0.77% |
$42.4K - $51.9K
|
238K
$6.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.95K- 4.05% |
$44.8K - $54.8K
|
46.3K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-2.3K- 8.53% |
$52.7K - $64.5K
|
24.6K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.3K- 2.72% |
$52.7K - $64.5K
|
82.4K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.44K- 1.51% |
$55.9K - $68.4K
|
159K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.45K- 68.61% |
$56.2K - $68.8K
|
1.12K
$32.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.45K- 2.15% |
$56.2K - $68.8K
|
112K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.5K- 1.31% |
$57.3K - $70.2K
|
188K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.57K- 7.54% |
$58.9K - $72.1K
|
31.5K
$910K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.57K- 4.1% |
$59K - $72.2K
|
60.3K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.64K- 1.42% |
$60.5K - $74K
|
184K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.67K- 97.8% |
$61.2K - $74.9K
|
60
$1.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.78K- 0.78% |
$63.6K - $77.9K
|
352K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.9K- 0.6% |
$66.5K - $81.4K
|
480K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3K- 20.0% |
$68.8K - $84.2K
|
12K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.04K- 2.29% |
$69.7K - $85.4K
|
130K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.21K- 8.39% |
$73.5K - $90K
|
35K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 3.42% |
$74K - $90.6K
|
91.2K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.3K- 1.96% |
$75.5K - $92.4K
|
165K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.55K- 7.0% |
$81.3K - $99.5K
|
47.1K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.64K- 6.54% |
$83.5K - $102K
|
52.1K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.79K- 1.05% |
$86.9K - $106K
|
359K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.8K- 2.68% |
$87K - $107K
|
138K
$3.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.96K- 16.99% |
$90.7K - $111K
|
19.3K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.28K- 1.36% |
$98.1K - $120K
|
312K
$9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.44K- 1.07% |
$102K - $124K
|
408K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.63K- 8.28% |
$106K - $130K
|
51.3K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-4.68K- 1.52% |
$107K - $131K
|
303K
$8.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5K- 0.79% |
$115K - $140K
|
626K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 2.66% |
$121K - $148K
|
193K
$5.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-5.55K- 26.29% |
$127K - $156K
|
15.6K
$449K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.76K- 6.0% |
$132K - $162K
|
90.3K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 4.89% |
$136K - $166K
|
115K
$3.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.04K- 2.15% |
$138K - $169K
|
275K
$7.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.42K- 26.29% |
$147K - $180K
|
18K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.53K- 7.37% |
$150K - $183K
|
82K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.04K- 27.92% |
$161K - $198K
|
18.2K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.07K- 7.58% |
$162K - $198K
|
86.1K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-7.25K- 12.56% |
$166K - $203K
|
50.5K
$1.46M
|