Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.32K+ 31.78% |
$262K - $281K
|
38.6K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.27KNew |
$261K - $279K
|
9.27K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.24KNew |
$260K - $278K
|
9.24K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.98K+ 2.73% |
$253K - $270K
|
338K
$9.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.82KNew |
$248K - $266K
|
8.82K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.73KNew |
$246K - $263K
|
8.73K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.36K+ 3.11% |
$235K - $252K
|
277K
$8.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.32KNew |
$234K - $251K
|
8.32K
$243K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.24KNew |
$232K - $248K
|
8.24K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.05K+ 84.1% |
$227K - $243K
|
17.6K
$514K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.97K+ 2.88% |
$224K - $240K
|
285K
$8.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
7.92K+ 0.84% |
$223K - $239K
|
954K
$27.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89K+ 1.57% |
$222K - $238K
|
512K
$14.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.64K+ 1.36% |
$215K - $230K
|
568K
$16.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
7.5KNew |
$211K - $226K
|
7.5K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
7.46KNew |
$210K - $225K
|
7.46K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.41K+ 57.78% |
$209K - $223K
|
20.2K
$590K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.28KNew |
$205K - $219K
|
7.28K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.2KNew |
$203K - $217K
|
7.2K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
7.19KNew |
$202K - $217K
|
7.19K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.16KNew |
$202K - $216K
|
7.16K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.16K+ 1.52% |
$202K - $216K
|
477K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.1KNew |
$200K - $214K
|
7.1K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.09K+ 86.98% |
$200K - $214K
|
15.2K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.09K+ 35.31% |
$200K - $214K
|
27.2K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.05K+ 1.59% |
$199K - $212K
|
450K
$13.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.03KNew |
$198K - $212K
|
7.03K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
7.01KNew |
$197K - $211K
|
7.01K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.97KNew |
$196K - $210K
|
6.97K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
6.94KNew |
$195K - $209K
|
6.94K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.94KNew |
$195K - $209K
|
6.94K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.93K+ 38.6% |
$195K - $209K
|
24.9K
$726K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
6.93KNew |
$195K - $209K
|
6.93K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.9KNew |
$194K - $208K
|
6.9K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.87KNew |
$193K - $207K
|
6.87K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.86KNew |
$193K - $207K
|
6.86K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$193K - $206K
|
6.84K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.84K+ 11.54% |
$193K - $206K
|
66.1K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.83KNew |
$192K - $206K
|
6.83K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.79KNew |
$191K - $204K
|
6.79K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.76KNew |
$190K - $204K
|
6.76K
$197K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.69KNew |
$188K - $202K
|
6.69K
$195K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
6.55K+ 6.43% |
$184K - $197K
|
108K
$3.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 3.69% |
$184K - $197K
|
184K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.31K+ 6.26% |
$178K - $190K
|
107K
$3.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.3K+ 1.0% |
$177K - $190K
|
635K
$18.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 11.36% |
$173K - $185K
|
60.2K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.06K+ 0.72% |
$171K - $183K
|
850K
$24.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.95K+ 11.08% |
$167K - $179K
|
59.6K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.88KNew |
$166K - $177K
|
5.88K
$171K
|
|