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 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
354+ 0.17% |
$25.8K - $28.8K
|
208K
$6M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
346+ 2.44% |
$25.2K - $28.2K
|
14.5K
$418K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
330+ 0.43% |
$24.1K - $26.9K
|
77.5K
$2.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
325+ 4.58% |
$23.7K - $26.5K
|
7.43K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
323+ 3.61% |
$23.5K - $26.3K
|
9.26K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
311+ 20.37% |
$22.7K - $25.3K
|
1.84K
$53K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
310+ 0.13% |
$22.6K - $25.2K
|
231K
$6.67M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
305New |
$22.2K - $24.8K
|
305
$8.79K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
300+ 0.61% |
$21.9K - $24.4K
|
49.5K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
300+ 3.33% |
$21.9K - $24.4K
|
9.31K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
292+ 0.62% |
$21.3K - $23.8K
|
47.6K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
291+ 9.32% |
$21.2K - $23.7K
|
3.41K
$98.4K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
276+ 2.51% |
$20.1K - $22.5K
|
11.3K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
260+ 2.1% |
$19K - $21.2K
|
12.6K
$364K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250+ 6.63% |
$18.2K - $20.4K
|
4.02K
$116K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
241+ 1.19% |
$17.6K - $19.6K
|
20.4K
$588K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
238+ 0.53% |
$17.3K - $19.4K
|
45.3K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
234+ 0.19% |
$17.1K - $19.1K
|
125K
$3.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
234+ 5.16% |
$17.1K - $19.1K
|
4.77K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
223New |
$16.3K - $18.2K
|
223
$6.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
217+ 4.77% |
$15.8K - $17.7K
|
4.77K
$137K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 5.91% |
$15.7K - $17.6K
|
3.87K
$112K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
216+ 0.23% |
$15.7K - $17.6K
|
93.8K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
216+ 3.62% |
$15.7K - $17.6K
|
6.19K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.14% |
$15.2K - $17K
|
18.5K
$532K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
207+ 0.17% |
$15.1K - $16.9K
|
122K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
206+ 5.71% |
$15K - $16.8K
|
3.82K
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
203+ 0.11% |
$14.8K - $16.5K
|
177K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
199+ 14.59% |
$14.5K - $16.2K
|
1.56K
$45K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
194+ 0.1% |
$14.1K - $15.8K
|
186K
$5.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
186+ 3.45% |
$13.6K - $15.1K
|
5.57K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
179+ 2.15% |
$13K - $14.6K
|
8.49K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
175+ 0.66% |
$12.8K - $14.3K
|
26.7K
$769K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
166+ 0.21% |
$12.1K - $13.5K
|
77.5K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
166+ 0.67% |
$12.1K - $13.5K
|
24.8K
$714K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
164+ 1.65% |
$12K - $13.4K
|
10.1K
$291K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 3200.0% |
$11.7K - $13K
|
165
$4.76K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 0.64% |
$11.7K - $13K
|
25.3K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
158+ 3.28% |
$11.5K - $12.9K
|
4.98K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
152New |
$11.1K - $12.4K
|
152
$4.38K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
150+ 1.49% |
$10.9K - $12.2K
|
10.2K
$294K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 75.9% |
$10.8K - $12.1K
|
343
$9.89K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
147+ 3.31% |
$10.7K - $12K
|
4.59K
$132K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
142+ 21.01% |
$10.4K - $11.6K
|
818
$23.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
136New |
$9.91K - $11.1K
|
136
$3.92K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
129+ 1.26% |
$9.4K - $10.5K
|
10.3K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
128New |
$9.33K - $10.4K
|
128
$3.69K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
126+ 0.88% |
$9.18K - $10.3K
|
14.5K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
125New |
$9.11K - $10.2K
|
125
$3.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
117+ 0.66% |
$8.53K - $9.53K
|
17.8K
$514K
|