Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
66.7K+ 133.06% |
$1.93M - $2.01M
|
117K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
64.9KNew |
$1.88M - $1.96M
|
64.9K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 1.79% |
$1.52M - $1.58M
|
2.98M
$86.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
38.4KNew |
$1.11M - $1.16M
|
38.4K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.5K+ 17.8% |
$1.06M - $1.1M
|
242K
$7.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
30.5KNew |
$881K - $920K
|
30.5K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 0.27% |
$444K - $463K
|
5.75M
$168M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$316K - $330K
|
10.9K
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10.7K+ 6.09% |
$309K - $322K
|
186K
$5.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
9.83KNew |
$284K - $297K
|
9.83K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
8.63K+ 3.37% |
$249K - $260K
|
264K
$7.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.4K+ 58.56% |
$243K - $254K
|
22.8K
$663K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.52K+ 1.12% |
$217K - $227K
|
680K
$19.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
7.51KNew |
$217K - $226K
|
7.51K
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.68KNew |
$193K - $201K
|
6.68K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.76K+ 2.0% |
$166K - $174K
|
293K
$8.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.42KNew |
$128K - $133K
|
4.42K
$129K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.64K+ 0.86% |
$76.2K - $79.5K
|
307K
$8.96M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.21K+ 2.49% |
$63.9K - $66.7K
|
91K
$2.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.72K+ 0.51% |
$49.8K - $52K
|
337K
$9.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31K+ 30.14% |
$38K - $39.6K
|
5.67K
$165K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.05KNew |
$30.3K - $31.7K
|
1.05K
$30.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
981+ 1.74% |
$28.4K - $29.6K
|
57.4K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
981+ 0.69% |
$28.4K - $29.6K
|
143K
$4.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
967+ 6.01% |
$27.9K - $29.2K
|
17.1K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
744+ 4.68% |
$21.5K - $22.4K
|
16.7K
$486K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
443+ 0.07% |
$12.8K - $13.4K
|
635K
$18.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
391+ 1.06% |
$11.3K - $11.8K
|
37.4K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
355+ 4.31% |
$10.3K - $10.7K
|
8.59K
$250K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
212+ 0.62% |
$6.13K - $6.4K
|
34.1K
$996K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
159+ 1.69% |
$4.6K - $4.8K
|
9.6K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
156+ 0.77% |
$4.51K - $4.71K
|
20.4K
$595K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.07% |
$3.38K - $3.53K
|
159K
$4.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
115+ 1.66% |
$3.32K - $3.47K
|
7.05K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
105+ 0.3% |
$3.03K - $3.17K
|
35.4K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
93+ 0.02% |
$2.69K - $2.81K
|
479K
$14M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
52+ 0.44% |
$1.5K - $1.57K
|
12K
$349K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40+ 2.38% |
$1.16K - $1.21K
|
1.72K
$50.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.42% |
$867 - $905
|
7.11K
$207K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
12New |
$347 - $362
|
12
$350
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
7+ 0.01% |
$202 - $211
|
137K
$3.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 28.44% |
$896 - $935
|
78
$2.27K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-34- 0.3% |
$983 - $1.03K
|
11.4K
$334K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 10.54% |
$1.53K - $1.6K
|
450
$13.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-76- 1.04% |
$2.2K - $2.29K
|
7.2K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-93- 0.88% |
$2.69K - $2.81K
|
10.5K
$306K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-101- 0.22% |
$2.92K - $3.05K
|
46.5K
$1.36M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-133- 1.67% |
$3.84K - $4.01K
|
7.84K
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-137- 0.03% |
$3.96K - $4.13K
|
517K
$15.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-140- 2.01% |
$4.05K - $4.22K
|
6.83K
$199K
|
|