Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
28+ 0.16% |
$1.8K - $2.07K
|
17.5K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 0.91% |
$1.8K - $2.07K
|
3.09K
$75.7K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.26% |
$1.73K - $2K
|
10.4K
$254K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
27+ 0.16% |
$1.73K - $2K
|
17.1K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$1.67K - $1.92K
|
26
$637
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
26+ 0.66% |
$1.67K - $1.92K
|
3.97K
$97.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 1.33% |
$1.61K - $1.85K
|
1.9K
$46.5K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.43% |
$1.28K - $1.48K
|
4.66K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
19+ 0.09% |
$1.22K - $1.4K
|
21.6K
$530K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 0.3% |
$1.16K - $1.33K
|
6K
$147K
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16+ 0.34% |
$1.03K - $1.18K
|
4.79K
$117K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
16+ 0.28% |
$1.03K - $1.18K
|
5.7K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
14+ 0.37% |
$899 - $1.03K
|
3.79K
$92.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14+ 6.25% |
$899 - $1.03K
|
238
$5.83K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14+ 0.26% |
$899 - $1.03K
|
5.44K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12+ 0.27% |
$771 - $887
|
4.51K
$110K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$642 - $739
|
10
$245
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$514 - $591
|
5.63K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.66% |
$514 - $591
|
1.22K
$30K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7+ 0.13% |
$450 - $517
|
5.47K
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
7+ 0.05% |
$450 - $517
|
14.2K
$349K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.05% |
$385 - $443
|
11.3K
$278K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6+ 0.08% |
$385 - $443
|
7.28K
$178K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.06% |
$321 - $370
|
8.42K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.2% |
$257 - $296
|
1.97K
$48.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.29% |
$257 - $296
|
1.37K
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 0.11% |
$257 - $296
|
3.74K
$91.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4+ 0.09% |
$257 - $296
|
4.3K
$105K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.36% |
$193 - $222
|
833
$20.4K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$193 - $222
|
3
$73.5
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$193 - $222
|
9.81K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.42% |
$193 - $222
|
722
$17.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.58% |
$193 - $222
|
520
$12.7K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3+ 0.09% |
$193 - $222
|
3.47K
$84.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.36% |
$193 - $222
|
834
$20.4K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.27% |
$128 - $148
|
733
$18K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.04% |
$128 - $148
|
4.71K
$115K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $148
|
4.84K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 3.45% |
$128 - $148
|
60
$1.47K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.56% |
$128 - $148
|
357
$8.75K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.06% |
$128 - $148
|
3.09K
$75.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$64.2 - $73.9
|
3.35K
$82K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.43% |
$64.2 - $73.9
|
71
$1.74K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.18% |
$64.2 - $73.9
|
86
$2.11K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$64.2 - $73.9
|
3.09K
$75.7K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$64.2 - $73.9
|
2.35K
$57.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 2.94% |
$64.2 - $73.9
|
33
$809
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 0.24% |
$193 - $222
|
1.23K
$30.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.56% |
$193 - $222
|
530
$13K
|