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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
114+ 0.2% |
$8.31K - $9.28K
|
56.8K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
114+ 0.07% |
$8.31K - $9.28K
|
162K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.88% |
$7.29K - $8.14K
|
11.4K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
93+ 0.85% |
$6.78K - $7.57K
|
11K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
91+ 0.15% |
$6.63K - $7.41K
|
61.7K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
89+ 0.1% |
$6.49K - $7.25K
|
89.6K
$2.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
87+ 0.31% |
$6.34K - $7.08K
|
28.1K
$779K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.92% |
$5.98K - $6.68K
|
2.89K
$80K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
81+ 1.22% |
$5.9K - $6.6K
|
6.74K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
78+ 0.22% |
$5.69K - $6.35K
|
35.2K
$976K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
75+ 1.62% |
$5.47K - $6.11K
|
4.7K
$130K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
74+ 0.88% |
$5.39K - $6.03K
|
8.49K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
72+ 0.55% |
$5.25K - $5.86K
|
13.2K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 35.64% |
$4.88K - $5.46K
|
255
$7.06K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 35.52% |
$4.74K - $5.29K
|
248
$6.86K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
65+ 4.2% |
$4.74K - $5.29K
|
1.61K
$44.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
63+ 0.89% |
$4.59K - $5.13K
|
7.11K
$197K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
62+ 0.38% |
$4.52K - $5.05K
|
16.5K
$458K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
62+ 0.34% |
$4.52K - $5.05K
|
18.1K
$500K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.23K - $4.72K
|
58
$1.61K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
58+ 0.38% |
$4.23K - $4.72K
|
15.4K
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
57+ 1.25% |
$4.15K - $4.64K
|
4.63K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
57+ 0.32% |
$4.15K - $4.64K
|
17.7K
$490K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
56+ 0.02% |
$4.08K - $4.56K
|
360K
$9.97M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
54+ 0.16% |
$3.94K - $4.4K
|
34.7K
$961K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
53+ 0.61% |
$3.86K - $4.32K
|
8.8K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
50+ 0.2% |
$3.64K - $4.07K
|
25.4K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44+ 0.54% |
$3.21K - $3.58K
|
8.23K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43+ 0.74% |
$3.13K - $3.5K
|
5.84K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
40+ 4.57% |
$2.92K - $3.26K
|
916
$25.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
37+ 0.08% |
$2.7K - $3.01K
|
47.5K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33+ 0.91% |
$2.41K - $2.69K
|
3.66K
$101K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
29+ 0.33% |
$2.11K - $2.36K
|
8.85K
$245K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
27+ 0.33% |
$1.97K - $2.2K
|
8.33K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
24+ 0.19% |
$1.75K - $1.95K
|
12.7K
$351K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22+ 0.14% |
$1.6K - $1.79K
|
15.2K
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20New |
$1.46K - $1.63K
|
20
$554
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$1.38K - $1.55K
|
19
$526
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
19+ 0.33% |
$1.38K - $1.55K
|
5.79K
$160K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
19+ 0.32% |
$1.38K - $1.55K
|
5.94K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16+ 0.28% |
$1.17K - $1.3K
|
5.78K
$160K
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
15+ 0.3% |
$1.09K - $1.22K
|
5.02K
$139K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
15+ 0.33% |
$1.09K - $1.22K
|
4.5K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.16% |
$1.02K - $1.14K
|
8.8K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13+ 0.14% |
$948 - $1.06K
|
9.52K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 0.23% |
$948 - $1.06K
|
5.68K
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13+ 0.18% |
$948 - $1.06K
|
7.26K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12+ 0.31% |
$875 - $977
|
3.83K
$106K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.32% |
$802 - $896
|
3.46K
$95.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11+ 0.24% |
$802 - $896
|
4.56K
$126K
|