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 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.35K- 6.74% |
$169K - $206K
|
102K
$2.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.8K- 37.83% |
$179K - $219K
|
12.8K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8.44K- 8.97% |
$194K - $237K
|
85.7K
$2.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.48K- 2.29% |
$194K - $238K
|
362K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.74K- 5.33% |
$200K - $245K
|
155K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.98K- 2.26% |
$206K - $252K
|
388K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.99K- 2.68% |
$206K - $252K
|
326K
$9.42M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.39K- 13.91% |
$215K - $263K
|
58.1K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.52K- 10.83% |
$218K - $267K
|
78.4K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.86K- 37.56% |
$226K - $277K
|
16.4K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 3.6% |
$237K - $290K
|
276K
$7.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.3K- 11.06% |
$259K - $317K
|
90.8K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 28.71% |
$294K - $359K
|
31.8K
$919K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 6.14% |
$296K - $362K
|
197K
$5.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$346K - $423K
|
76.4K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 62.75% |
$388K - $474K
|
10K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-18.2K- 1.88% |
$416K - $509K
|
950K
$27.5M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-19.1K- 16.29% |
$437K - $535K
|
98K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21.1K- 0.5% |
$483K - $591K
|
4.18M
$121M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 17.67% |
$491K - $601K
|
99.9K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.6K- 22.81% |
$540K - $661K
|
79.8K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.2K- 32.38% |
$556K - $680K
|
50.6K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 13.65% |
$557K - $682K
|
154K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-29.5K- 15.52% |
$676K - $827K
|
161K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-34.8K- 15.39% |
$798K - $976K
|
191K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-35.4K- 70.17% |
$811K - $992K
|
15K
$435K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39K- 5.84% |
$893K - $1.09M
|
628K
$18.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44.9K- 31.55% |
$1.03M - $1.26M
|
97.5K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-52.7K- 11.35% |
$1.21M - $1.48M
|
412K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57.5K- 5.3% |
$1.32M - $1.61M
|
1.03M
$29.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-68.9K- 7.65% |
$1.58M - $1.93M
|
832K
$24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 73.82% |
$1.67M - $2.05M
|
25.9K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-73.4K- 3.89% |
$1.68M - $2.06M
|
1.81M
$52.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-81.8K- 91.54% |
$1.87M - $2.29M
|
7.55K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-86.1K- 87.37% |
$1.97M - $2.41M
|
12.4K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 3.08% |
$2.12M - $2.59M
|
2.91M
$84.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106K- 1.79% |
$2.43M - $2.97M
|
5.8M
$168M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147K- 9.43% |
$3.36M - $4.11M
|
1.41M
$40.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-151K- 76.03% |
$3.46M - $4.24M
|
47.7K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-181K- 72.82% |
$4.14M - $5.07M
|
67.4K
$1.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-190K- 39.29% |
$4.35M - $5.33M
|
293K
$8.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-906K- 30.47% |
$20.8M - $25.4M
|
2.07M
$59.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.14M- 73.55% |
$26M - $31.8M
|
408K
$11.8M
|