Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 0.54% |
$8.89K - $9.93K
|
22.6K
$652K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-122- 2.0% |
$8.89K - $9.93K
|
5.97K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-124- 3.23% |
$9.04K - $10.1K
|
3.71K
$107K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-126- 0.1% |
$9.18K - $10.3K
|
131K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-130- 0.62% |
$9.48K - $10.6K
|
20.9K
$603K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-133- 3.86% |
$9.69K - $10.8K
|
3.31K
$95.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-143- 1.0% |
$10.4K - $11.6K
|
14.1K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-146- 3.39% |
$10.6K - $11.9K
|
4.16K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-146- 1.47% |
$10.6K - $11.9K
|
9.79K
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-150- 1.67% |
$10.9K - $12.2K
|
8.85K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-150- 3.02% |
$10.9K - $12.2K
|
4.82K
$139K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 1.09% |
$11.2K - $12.5K
|
14K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$11.7K - $13K
|
11.7K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-161- 3.88% |
$11.7K - $13.1K
|
3.98K
$115K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-176- 0.5% |
$12.8K - $14.3K
|
35.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-177- 1.2% |
$12.9K - $14.4K
|
14.6K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-183- 2.37% |
$13.3K - $14.9K
|
7.53K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-186- 2.26% |
$13.6K - $15.1K
|
8.04K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-189- 2.05% |
$13.8K - $15.4K
|
9.04K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-193- 5.47% |
$14.1K - $15.7K
|
3.34K
$96.2K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-200- 3.78% |
$14.6K - $16.3K
|
5.09K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-202- 9.76% |
$14.7K - $16.4K
|
1.87K
$53.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-205- 1.26% |
$14.9K - $16.7K
|
16K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-206- 3.85% |
$15K - $16.8K
|
5.15K
$148K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209- 0.52% |
$15.2K - $17K
|
40.1K
$1.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-211- 1.52% |
$15.4K - $17.2K
|
13.7K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-212- 0.2% |
$15.5K - $17.3K
|
108K
$3.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 0.28% |
$15.5K - $17.3K
|
77K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-214- 1.22% |
$15.6K - $17.4K
|
17.3K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-219- 2.84% |
$16K - $17.8K
|
7.5K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-220- 1.05% |
$16K - $17.9K
|
20.7K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-222- 2.32% |
$16.2K - $18.1K
|
9.35K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-227- 0.39% |
$16.5K - $18.5K
|
58.7K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-234- 0.93% |
$17.1K - $19.1K
|
25K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-236- 0.64% |
$17.2K - $19.2K
|
36.8K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-240- 20.82% |
$17.5K - $19.5K
|
913
$26.3K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-253- 1.12% |
$18.4K - $20.6K
|
22.4K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-253- 6.52% |
$18.4K - $20.6K
|
3.63K
$105K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-255- 0.92% |
$18.6K - $20.8K
|
27.5K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-256- 27.59% |
$18.7K - $20.8K
|
672
$19.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-259- 0.91% |
$18.9K - $21.1K
|
28.1K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-259- 42.53% |
$18.9K - $21.1K
|
350
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-264- 0.79% |
$19.2K - $21.5K
|
33.2K
$957K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-267- 4.43% |
$19.5K - $21.7K
|
5.76K
$166K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-275- 9.06% |
$20K - $22.4K
|
2.76K
$79.5K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-277- 70.66% |
$20.2K - $22.6K
|
115
$3.31K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-278- 9.38% |
$20.3K - $22.6K
|
2.69K
$77.4K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-284- 0.59% |
$20.7K - $23.1K
|
47.5K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-291- 6.16% |
$21.2K - $23.7K
|
4.43K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-295- 0.25% |
$21.5K - $24K
|
117K
$3.39M
|