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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4- 2.38% |
$257 - $296
|
164
$4.54K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 1.36% |
$257 - $296
|
290
$8.03K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6- 0.01% |
$385 - $443
|
88.1K
$2.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$578 - $665
|
7.25K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-10- 0.1% |
$642 - $739
|
10.5K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10- 0.2% |
$642 - $739
|
5.07K
$140K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-12- 0.07% |
$771 - $887
|
17.2K
$476K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-14- 6.64% |
$899 - $1.03K
|
197
$5.45K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15- 0.1% |
$964 - $1.11K
|
15K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-15- 0.38% |
$964 - $1.11K
|
3.92K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 3.24% |
$1.03K - $1.18K
|
478
$13.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-23- 0.09% |
$1.48K - $1.7K
|
24.7K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-34- 11.04% |
$2.18K - $2.51K
|
274
$7.58K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-35- 0.05% |
$2.25K - $2.59K
|
68.6K
$1.9M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 14.79% |
$2.44K - $2.81K
|
219
$6.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-42- 0.39% |
$2.7K - $3.1K
|
10.8K
$298K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-42- 0.71% |
$2.7K - $3.1K
|
5.87K
$162K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-42- 0.71% |
$2.7K - $3.1K
|
5.87K
$162K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-45- 7.5% |
$2.89K - $3.33K
|
555
$15.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-46- 0.83% |
$2.96K - $3.4K
|
5.52K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46- 0.02% |
$2.96K - $3.4K
|
208K
$5.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-47- 1.22% |
$3.02K - $3.47K
|
3.81K
$106K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-58- 1.05% |
$3.73K - $4.29K
|
5.49K
$152K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-60- 3.92% |
$3.85K - $4.43K
|
1.47K
$40.7K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-67- 0.86% |
$4.3K - $4.95K
|
7.76K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-72- 79.12% |
$4.63K - $5.32K
|
19
$526
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-72Closed |
$4.63K - $5.32K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 0.72% |
$4.82K - $5.54K
|
10.3K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-82- 0.52% |
$5.27K - $6.06K
|
15.7K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-84- 13.5% |
$5.4K - $6.21K
|
538
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89- 0.35% |
$5.72K - $6.58K
|
25K
$692K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-90- 0.65% |
$5.78K - $6.65K
|
13.8K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-91- 1.97% |
$5.85K - $6.72K
|
4.54K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-94- 1.9% |
$6.04K - $6.95K
|
4.84K
$134K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-95- 0.53% |
$6.1K - $7.02K
|
17.7K
$491K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-95- 0.29% |
$6.1K - $7.02K
|
32.5K
$901K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-99- 0.65% |
$6.36K - $7.32K
|
15.1K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.85% |
$6.42K - $7.39K
|
11.7K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-101- 0.52% |
$6.49K - $7.46K
|
19.4K
$537K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-102- 16.78% |
$6.55K - $7.54K
|
506
$14K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-103- 6.19% |
$6.62K - $7.61K
|
1.56K
$43.2K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-104- 3.11% |
$6.68K - $7.69K
|
3.24K
$89.6K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-104- 1.37% |
$6.68K - $7.69K
|
7.49K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106- 14.46% |
$6.81K - $7.83K
|
627
$17.4K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-108- 1.48% |
$6.94K - $7.98K
|
7.2K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-121- 2.72% |
$7.77K - $8.94K
|
4.33K
$120K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-127- 0.28% |
$8.16K - $9.39K
|
46K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-136- 87.74% |
$8.74K - $10.1K
|
19
$526
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-140- 1.12% |
$8.99K - $10.3K
|
12.4K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 3.11% |
$8.99K - $10.3K
|
4.36K
$121K
|