Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
941K+ 5.27% |
$61.4M - $66.8M
|
18.8M
$523M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
346KNew |
$22.6M - $24.6M
|
346K
$9.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
262KNew |
$17.1M - $18.6M
|
262K
$7.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
243K+ 24.9% |
$15.9M - $17.3M
|
1.22M
$34M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
179K+ 11.43% |
$11.7M - $12.7M
|
1.74M
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
163KNew |
$10.6M - $11.5M
|
163K
$4.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
147KNew |
$9.61M - $10.5M
|
147K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
121K+ 7.45% |
$7.93M - $8.63M
|
1.75M
$48.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
84.9K+ 65.57% |
$5.54M - $6.03M
|
214K
$5.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
81KNew |
$5.29M - $5.75M
|
81K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
74.1K+ 5.69% |
$4.84M - $5.26M
|
1.38M
$38.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.2K+ 2.1% |
$4.65M - $5.06M
|
3.46M
$96.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.5K+ 287.19% |
$3.95M - $4.3M
|
81.6K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52.3K+ 62.97% |
$3.41M - $3.71M
|
135K
$3.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
51.9KNew |
$3.39M - $3.69M
|
51.9K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42.7KNew |
$2.79M - $3.03M
|
42.7K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
40.2K+ 4.17% |
$2.62M - $2.86M
|
1M
$27.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
34.8K+ 62.02% |
$2.27M - $2.47M
|
91K
$2.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
27.8K+ 3.33% |
$1.82M - $1.98M
|
862K
$24M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.8K+ 115.02% |
$1.75M - $1.9M
|
50K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.5K+ 4.69% |
$1.66M - $1.81M
|
569K
$15.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.6K+ 5.76% |
$1.61M - $1.75M
|
452K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23.3K+ 10.04% |
$1.52M - $1.66M
|
256K
$7.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
21.1K+ 1.57% |
$1.38M - $1.5M
|
1.36M
$37.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
21KNew |
$1.37M - $1.49M
|
21K
$584K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 2.93% |
$1.31M - $1.43M
|
706K
$19.6M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20K+ 62.67% |
$1.31M - $1.42M
|
52K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.6K+ 45.55% |
$1.28M - $1.39M
|
62.5K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17.9K+ 3.36% |
$1.17M - $1.27M
|
551K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4K+ 26.96% |
$1.13M - $1.23M
|
81.7K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
16.7KNew |
$1.09M - $1.18M
|
16.7K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$1.08M - $1.17M
|
16.5K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 202.66% |
$1.05M - $1.15M
|
24.1K
$671K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
16.1K+ 18.91% |
$1.05M - $1.14M
|
101K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.4KNew |
$1.01M - $1.09M
|
15.4K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$965K - $1.05M
|
14.8K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 303.38% |
$961K - $1.05M
|
19.6K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
14.4K+ 5.38% |
$938K - $1.02M
|
282K
$7.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
13.9K+ 17.31% |
$909K - $989K
|
94.3K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8K+ 197.77% |
$903K - $982K
|
20.8K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
13.3K+ 73.15% |
$866K - $943K
|
31.4K
$874K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 6.66% |
$846K - $921K
|
208K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.5KNew |
$817K - $889K
|
12.5K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
12.5KNew |
$815K - $887K
|
12.5K
$347K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 149.29% |
$791K - $861K
|
20.2K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 8.92% |
$762K - $829K
|
143K
$3.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
11.4K+ 5.35% |
$743K - $808K
|
224K
$6.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 3.46% |
$743K - $808K
|
340K
$9.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6K+ 24.92% |
$691K - $751K
|
53K
$1.48M
|