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 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
211+ 0.85% |
$5.94K - $6.36K
|
25.1K
$732K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
191+ 0.33% |
$5.38K - $5.75K
|
58.4K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
184New |
$5.18K - $5.54K
|
184
$5.37K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
182+ 1.43% |
$5.12K - $5.48K
|
12.9K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
174+ 0.43% |
$4.9K - $5.24K
|
41K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
153+ 1.01% |
$4.31K - $4.61K
|
15.4K
$448K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
153+ 0.42% |
$4.31K - $4.61K
|
37K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
149+ 0.15% |
$4.19K - $4.49K
|
101K
$2.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
143New |
$4.03K - $4.31K
|
143
$4.17K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
134+ 36.31% |
$3.77K - $4.04K
|
503
$14.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
131New |
$3.69K - $3.95K
|
131
$3.82K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
131+ 3.9% |
$3.69K - $3.95K
|
3.49K
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
123+ 0.66% |
$3.46K - $3.71K
|
18.7K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 0.42% |
$3.29K - $3.53K
|
27.8K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
114New |
$3.21K - $3.43K
|
114
$3.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107+ 5.87% |
$3.01K - $3.22K
|
1.93K
$56.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
105+ 0.91% |
$2.96K - $3.16K
|
11.7K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
102+ 0.11% |
$2.87K - $3.07K
|
95K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
94+ 58.39% |
$2.65K - $2.83K
|
255
$7.44K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
93+ 0.89% |
$2.62K - $2.8K
|
10.6K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
90New |
$2.53K - $2.71K
|
90
$2.62K
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
85+ 0.16% |
$2.39K - $2.56K
|
52.6K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
82+ 0.12% |
$2.31K - $2.47K
|
68.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79+ 0.1% |
$2.22K - $2.38K
|
77K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
77+ 0.42% |
$2.17K - $2.32K
|
18.2K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
76+ 0.39% |
$2.14K - $2.29K
|
19.8K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75+ 1.75% |
$2.11K - $2.26K
|
4.36K
$127K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
75+ 0.36% |
$2.11K - $2.26K
|
20.8K
$605K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
70+ 0.18% |
$1.97K - $2.11K
|
39K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
60+ 0.62% |
$1.69K - $1.81K
|
9.77K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
54+ 0.08% |
$1.52K - $1.63K
|
71.3K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
53+ 0.42% |
$1.49K - $1.6K
|
12.6K
$368K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
50+ 0.41% |
$1.41K - $1.51K
|
12.2K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
50+ 0.42% |
$1.41K - $1.51K
|
11.9K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
48+ 0.42% |
$1.35K - $1.45K
|
11.4K
$333K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
47+ 0.3% |
$1.32K - $1.42K
|
15.9K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
46+ 0.45% |
$1.29K - $1.39K
|
10.3K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
42+ 0.32% |
$1.18K - $1.27K
|
13.1K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.24% |
$1.1K - $1.18K
|
16.1K
$469K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
37+ 0.28% |
$1.04K - $1.11K
|
13.2K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
37+ 0.42% |
$1.04K - $1.11K
|
8.77K
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
31+ 0.26% |
$873 - $934
|
12.1K
$353K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
31+ 0.43% |
$873 - $934
|
7.29K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.43% |
$845 - $904
|
7.08K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
30+ 0.09% |
$845 - $904
|
35.1K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 0.08% |
$845 - $904
|
36.1K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.27% |
$732 - $783
|
9.48K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.43% |
$732 - $783
|
6.04K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
26+ 0.07% |
$732 - $783
|
39.5K
$1.15M
|
|