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 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-199- 4.74% |
$13K - $14.1K
|
4K
$112K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-200- 1.35% |
$13.1K - $14.2K
|
14.6K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-210- 10.7% |
$13.7K - $14.9K
|
1.75K
$49K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-212- 0.43% |
$13.8K - $15.1K
|
49.2K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-217- 1.09% |
$14.2K - $15.4K
|
19.6K
$549K
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-223- 2.75% |
$14.6K - $15.8K
|
7.88K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-226- 1.63% |
$14.8K - $16.1K
|
13.6K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-248- 0.51% |
$16.2K - $17.6K
|
48.4K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-252- 3.57% |
$16.5K - $17.9K
|
6.8K
$190K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-262- 20.76% |
$17.1K - $18.6K
|
1K
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-280- 0.38% |
$18.3K - $19.9K
|
73.2K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-281- 7.4% |
$18.3K - $20K
|
3.52K
$98.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-290- 2.76% |
$18.9K - $20.6K
|
10.2K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-290- 3.43% |
$18.9K - $20.6K
|
8.17K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 4.06% |
$19.6K - $21.3K
|
7.09K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-310- 2.07% |
$20.2K - $22K
|
14.7K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-312- 1.61% |
$20.4K - $22.2K
|
19K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-313- 1.22% |
$20.4K - $22.2K
|
25.4K
$709K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-319- 7.03% |
$20.8K - $22.7K
|
4.22K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-324- 6.89% |
$21.2K - $23K
|
4.38K
$122K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-325- 1.59% |
$21.2K - $23.1K
|
20.1K
$561K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 5.64% |
$21.7K - $23.6K
|
5.55K
$155K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 5.64% |
$21.7K - $23.6K
|
5.55K
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-337- 3.43% |
$22K - $23.9K
|
9.48K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-349- 17.68% |
$22.8K - $24.8K
|
1.63K
$45.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-350- 9.23% |
$22.9K - $24.9K
|
3.44K
$96.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-366- 3.78% |
$23.9K - $26K
|
9.32K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-375- 5.49% |
$24.5K - $26.6K
|
6.46K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-377- 7.16% |
$24.6K - $26.8K
|
4.89K
$137K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-384- 1.6% |
$25.1K - $27.3K
|
23.6K
$660K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-391- 7.12% |
$25.5K - $27.8K
|
5.1K
$142K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-392- 1.25% |
$25.6K - $27.8K
|
30.9K
$863K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-396- 8.78% |
$25.9K - $28.1K
|
4.12K
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-403- 2.51% |
$26.3K - $28.6K
|
15.6K
$437K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-412- 7.6% |
$26.9K - $29.3K
|
5.01K
$140K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-417- 4.25% |
$27.2K - $29.6K
|
9.4K
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-420- 2.16% |
$27.4K - $29.8K
|
19K
$532K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-433- 2.05% |
$28.3K - $30.8K
|
20.7K
$579K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-437- 0.43% |
$28.5K - $31K
|
101K
$2.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-463- 61.65% |
$30.2K - $32.9K
|
288
$8.05K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-468- 9.44% |
$30.6K - $33.2K
|
4.49K
$125K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-479- 0.66% |
$31.3K - $34K
|
72.2K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-489- 13.12% |
$31.9K - $34.7K
|
3.24K
$90.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-508- 9.51% |
$33.2K - $36.1K
|
4.83K
$135K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-516- 8.0% |
$33.7K - $36.7K
|
5.94K
$166K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-517- 4.97% |
$33.8K - $36.7K
|
9.88K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-523- 0.26% |
$34.1K - $37.1K
|
199K
$5.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-525- 2.58% |
$34.3K - $37.3K
|
19.8K
$554K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-525- 4.7% |
$34.3K - $37.3K
|
10.6K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-525- 1.16% |
$34.3K - $37.3K
|
44.5K
$1.25M
|