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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11+ 2.04% |
$802 - $896
|
550
$13.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11+ 0.14% |
$802 - $896
|
7.61K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
11+ 0.04% |
$802 - $896
|
25.1K
$614K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
11+ 0.28% |
$802 - $896
|
3.89K
$95.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.32% |
$802 - $896
|
3.46K
$84.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
10+ 0.22% |
$729 - $814
|
4.47K
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.33% |
$656 - $733
|
2.74K
$67.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 0.33% |
$583 - $651
|
2.44K
$59.9K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
8+ 0.19% |
$583 - $651
|
4.13K
$101K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.06% |
$583 - $651
|
12.9K
$316K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.06% |
$583 - $651
|
12.9K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6+ 0.09% |
$437 - $489
|
7.04K
$173K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 2.44% |
$364 - $407
|
210
$5.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.1% |
$364 - $407
|
5.17K
$127K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$364 - $407
|
2.88K
$70.5K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.15% |
$364 - $407
|
3.44K
$84.2K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.01% |
$219 - $244
|
45.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.28% |
$219 - $244
|
1.07K
$26.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.1% |
$219 - $244
|
3.1K
$76K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$219 - $244
|
4.85K
$119K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.09% |
$219 - $244
|
3.36K
$82.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$146 - $163
|
111K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.39% |
$146 - $163
|
521
$12.8K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$146 - $163
|
4.04K
$98.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.22% |
$146 - $163
|
920
$22.5K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$72.9 - $81.4
|
1.34K
$32.7K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$72.9 - $81.4
|
2.7K
$66K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$72.9 - $81.4
|
4.04K
$98.9K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.2% |
$72.9 - $81.4
|
510
$12.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$72.9 - $81.4
|
12.5K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.48% |
$72.9 - $81.4
|
210
$5.15K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 3.85% |
$72.9 - $81.4
|
27
$662
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1+ 0.03% |
$72.9 - $81.4
|
3.62K
$88.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$72.9 - $81.4
|
2.35K
$57.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.02% |
$72.9 - $81.4
|
4.57K
$112K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.05% |
$72.9 - $81.4
|
1.91K
$46.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$72.9 - $81.4
|
12.9K
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$219 - $244
|
6.8K
$167K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3- 0.07% |
$219 - $244
|
4.25K
$104K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 33.33% |
$219 - $244
|
6
$147
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4- 13.33% |
$292 - $326
|
26
$637
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 0.05% |
$292 - $326
|
7.71K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.08% |
$292 - $326
|
5.06K
$124K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-7- 0.02% |
$510 - $570
|
32.2K
$789K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-7- 0.24% |
$510 - $570
|
2.96K
$72.5K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$510 - $570
|
8.4K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 50.0% |
$510 - $570
|
7
$172
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$510 - $570
|
2.83K
$69.2K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8- 0.28% |
$583 - $651
|
2.89K
$70.7K
|