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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.88K+ 2.48% |
$165K - $177K
|
243K
$7.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.4K+ 3.19% |
$152K - $163K
|
175K
$5.09M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.06K+ 15.09% |
$142K - $153K
|
38.6K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 5.54% |
$142K - $152K
|
95.8K
$2.79M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
4.94K+ 2.22% |
$139K - $149K
|
227K
$6.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 0.77% |
$136K - $146K
|
631K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.79K+ 2.39% |
$135K - $144K
|
205K
$5.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.77K+ 30.4% |
$134K - $144K
|
20.5K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.56K+ 5.07% |
$128K - $137K
|
94.5K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.49K+ 56.08% |
$126K - $135K
|
12.5K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 1.29% |
$114K - $122K
|
319K
$9.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.99K+ 4.7% |
$112K - $120K
|
88.8K
$2.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.96K+ 0.97% |
$112K - $119K
|
412K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.9KNew |
$110K - $118K
|
3.9K
$114K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.8K+ 2.67% |
$107K - $115K
|
146K
$4.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 0.97% |
$103K - $110K
|
380K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
3.64K+ 5.05% |
$102K - $110K
|
75.7K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.54K+ 4.11% |
$99.8K - $107K
|
89.7K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52K+ 1.75% |
$98.9K - $106K
|
205K
$5.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.47K+ 34.04% |
$97.7K - $105K
|
13.7K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.45K+ 3.89% |
$97.2K - $104K
|
92.1K
$2.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.39K+ 3.12% |
$95.3K - $102K
|
112K
$3.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.34K+ 1.32% |
$93.9K - $100K
|
256K
$7.46M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.26K+ 3.28% |
$91.9K - $98.3K
|
103K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.26K+ 1.89% |
$91.7K - $98.2K
|
175K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.21K+ 1.95% |
$90.4K - $96.7K
|
168K
$4.9M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.14K+ 41.31% |
$88.3K - $94.5K
|
10.7K
$313K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.11K+ 9.38% |
$87.5K - $93.7K
|
36.3K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.1K+ 1.57% |
$87.2K - $93.3K
|
200K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.07K+ 1.1% |
$86.5K - $92.6K
|
282K
$8.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.01KNew |
$84.7K - $90.7K
|
3.01K
$87.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3K+ 0.78% |
$84.5K - $90.4K
|
388K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3K+ 3.34% |
$84.4K - $90.4K
|
92.8K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95KNew |
$83.1K - $88.9K
|
2.95K
$86.1K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
2.88K+ 15.58% |
$81K - $86.7K
|
21.3K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.87K+ 1.17% |
$80.9K - $86.6K
|
248K
$7.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.84K+ 0.58% |
$79.9K - $85.5K
|
489K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.76K+ 2.69% |
$77.7K - $83.2K
|
105K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.66K+ 0.69% |
$74.8K - $80.1K
|
389K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.57K+ 1.79% |
$72.4K - $77.5K
|
146K
$4.27M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.48K+ 4.89% |
$69.8K - $74.7K
|
53.2K
$1.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.4K+ 6.48% |
$67.6K - $72.3K
|
39.4K
$1.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.4K+ 13.42% |
$67.4K - $72.2K
|
20.3K
$591K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
2.37KNew |
$66.7K - $71.4K
|
2.37K
$69.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.36K+ 1.95% |
$66.5K - $71.2K
|
124K
$3.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34K+ 14.38% |
$65.9K - $70.5K
|
18.6K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.31K+ 5.88% |
$64.9K - $69.4K
|
41.5K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.3K+ 1.43% |
$64.7K - $69.2K
|
163K
$4.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.21K+ 8.28% |
$62.1K - $66.5K
|
28.8K
$841K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.18K+ 0.72% |
$61.3K - $65.6K
|
305K
$8.89M
|
|