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 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 1.35% |
$732 - $783
|
1.9K
$55.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-33- 0.04% |
$929 - $994
|
82K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-34- 0.07% |
$957 - $1.02K
|
49.7K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.14% |
$985 - $1.05K
|
24.9K
$726K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-35- 0.19% |
$985 - $1.05K
|
18.6K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 0.16% |
$1.01K - $1.08K
|
21.8K
$635K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-37- 0.27% |
$1.04K - $1.11K
|
13.5K
$393K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.06% |
$1.04K - $1.11K
|
61.6K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-45- 0.19% |
$1.27K - $1.36K
|
23.8K
$693K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-52- 0.25% |
$1.46K - $1.57K
|
20.7K
$603K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.14% |
$1.52K - $1.63K
|
39.7K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-60- 0.82% |
$1.69K - $1.81K
|
7.28K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-69- 0.58% |
$1.94K - $2.08K
|
11.8K
$344K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-70- 0.17% |
$1.97K - $2.11K
|
39.9K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.27% |
$2.05K - $2.2K
|
26.7K
$779K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.63% |
$2.11K - $2.26K
|
11.8K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.08% |
$2.17K - $2.32K
|
99.1K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-80- 0.69% |
$2.25K - $2.41K
|
11.5K
$336K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-80- 0.75% |
$2.25K - $2.41K
|
10.6K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-81- 0.12% |
$2.28K - $2.44K
|
67.3K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-86- 1.11% |
$2.42K - $2.59K
|
7.69K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-87- 0.07% |
$2.45K - $2.62K
|
119K
$3.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-90- 0.48% |
$2.53K - $2.71K
|
18.8K
$549K
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-94- 0.41% |
$2.65K - $2.83K
|
22.6K
$658K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-97- 0.42% |
$2.73K - $2.92K
|
22.8K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-107- 0.09% |
$3.01K - $3.22K
|
117K
$3.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-109- 0.74% |
$3.07K - $3.28K
|
14.7K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-110- 1.53% |
$3.1K - $3.31K
|
7.09K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-111- 0.57% |
$3.12K - $3.34K
|
19.3K
$563K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 0.33% |
$3.38K - $3.62K
|
35.9K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-120- 0.55% |
$3.38K - $3.62K
|
21.7K
$633K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-129- 5.38% |
$3.63K - $3.89K
|
2.27K
$66.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-134- 1.05% |
$3.77K - $4.04K
|
12.6K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-137- 6.31% |
$3.86K - $4.13K
|
2.04K
$59.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 0.15% |
$3.88K - $4.16K
|
91.1K
$2.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-153- 0.56% |
$4.31K - $4.61K
|
27.1K
$791K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-156- 0.05% |
$4.39K - $4.7K
|
337K
$9.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-159- 0.36% |
$4.48K - $4.79K
|
44.4K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-161- 0.1% |
$4.53K - $4.85K
|
154K
$4.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-181- 0.68% |
$5.1K - $5.45K
|
26.3K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 1.14% |
$5.12K - $5.48K
|
15.8K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-185- 1.95% |
$5.21K - $5.57K
|
9.31K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-187- 0.74% |
$5.26K - $5.63K
|
25.1K
$733K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-197- 0.19% |
$5.55K - $5.94K
|
102K
$2.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.97% |
$5.63K - $6.03K
|
20.4K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-200- 0.71% |
$5.63K - $6.03K
|
27.8K
$811K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-201- 30.88% |
$5.66K - $6.06K
|
450
$13.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-204- 2.03% |
$5.74K - $6.15K
|
9.87K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-214- 0.37% |
$6.02K - $6.45K
|
57.7K
$1.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-215- 0.68% |
$6.05K - $6.48K
|
31.3K
$912K
|
|