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 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.16K+ 8.03% |
$60.7K - $64.9K
|
29K
$846K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.14KNew |
$60.4K - $64.6K
|
2.14K
$62.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.14K+ 21.26% |
$60.2K - $64.5K
|
12.2K
$356K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.06K+ 2.41% |
$57.9K - $62K
|
87.5K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
2.03K+ 2.51% |
$57.3K - $61.3K
|
82.9K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.03K+ 2.87% |
$57.2K - $61.2K
|
72.9K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.26% |
$56K - $59.9K
|
159K
$4.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.92K+ 5.92% |
$54K - $57.8K
|
34.3K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89K+ 15.21% |
$53.3K - $57.1K
|
14.3K
$418K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.89K+ 0.87% |
$53.1K - $56.9K
|
220K
$6.41M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 4.8% |
$49.7K - $53.2K
|
38.5K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.73KNew |
$48.6K - $52K
|
1.73K
$50.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 0.47% |
$46.2K - $49.4K
|
350K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.46K+ 0.5% |
$41.1K - $44K
|
295K
$8.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.43K+ 4.09% |
$40.3K - $43.1K
|
36.4K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 4.37% |
$39.1K - $41.9K
|
33.2K
$968K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 4.15% |
$37.8K - $40.5K
|
33.8K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.3K+ 0.37% |
$36.6K - $39.1K
|
353K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.26K+ 2.13% |
$35.5K - $38K
|
60.5K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 3.11% |
$35.4K - $37.8K
|
41.7K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23K+ 54.49% |
$34.7K - $37.2K
|
3.5K
$102K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 0.51% |
$34.1K - $36.5K
|
239K
$6.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.18K+ 44.51% |
$33.1K - $35.4K
|
3.82K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 32.62% |
$32.1K - $34.3K
|
4.63K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 2.06% |
$31.9K - $34.1K
|
56.2K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.13K+ 2.24% |
$31.9K - $34.1K
|
51.8K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 1.71% |
$31.7K - $34K
|
66.9K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.12KNew |
$31.4K - $33.7K
|
1.12K
$32.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.12K+ 0.25% |
$31.4K - $33.7K
|
447K
$13M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.07K+ 0.84% |
$30.1K - $32.3K
|
128K
$3.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 3.63% |
$30K - $32.1K
|
30.4K
$887K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.02K+ 1.0% |
$28.7K - $30.8K
|
103K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 3.62% |
$28.6K - $30.6K
|
29.1K
$849K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$28.2K - $30.1K
|
1K
$29.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 5.43% |
$28.2K - $30.1K
|
19.4K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
998+ 4.15% |
$28.1K - $30.1K
|
25K
$730K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
964+ 3.9% |
$27.1K - $29K
|
25.7K
$748K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
962+ 1.1% |
$27.1K - $29K
|
88.1K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
959+ 0.79% |
$27K - $28.9K
|
123K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
958+ 11.37% |
$27K - $28.9K
|
9.38K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
931+ 12.32% |
$26.2K - $28.1K
|
8.49K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
895+ 0.27% |
$25.2K - $27K
|
336K
$9.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
874+ 0.73% |
$24.6K - $26.3K
|
120K
$3.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
858+ 5.51% |
$24.2K - $25.9K
|
16.4K
$479K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
845+ 11.33% |
$23.8K - $25.5K
|
8.3K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
830+ 2.47% |
$23.4K - $25K
|
34.5K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
825+ 1.75% |
$23.2K - $24.9K
|
47.8K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
825+ 0.18% |
$23.2K - $24.9K
|
463K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
813+ 0.42% |
$22.9K - $24.5K
|
192K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
811+ 0.48% |
$22.8K - $24.4K
|
171K
$4.99M
|
|