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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-528- 0.75% |
$34.5K - $37.5K
|
69.8K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-542- 3.94% |
$35.4K - $38.5K
|
13.2K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-546- 1.74% |
$35.6K - $38.8K
|
30.8K
$860K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-550- 23.99% |
$35.9K - $39.1K
|
1.74K
$48.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-570- 3.58% |
$37.2K - $40.5K
|
15.3K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-574- 1.93% |
$37.5K - $40.8K
|
29.2K
$816K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-601- 5.84% |
$39.2K - $42.7K
|
9.69K
$271K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-604- 10.3% |
$39.4K - $42.9K
|
5.26K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-608- 1.37% |
$39.7K - $43.2K
|
43.8K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-618- 0.18% |
$40.3K - $43.9K
|
345K
$9.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-628- 0.73% |
$41K - $44.6K
|
85.6K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-630- 1.81% |
$41.1K - $44.7K
|
34.3K
$958K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-630- 9.78% |
$41.1K - $44.7K
|
5.82K
$163K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-631- 2.65% |
$41.2K - $44.8K
|
23.1K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-633- 0.36% |
$41.3K - $45K
|
177K
$4.95M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-643- 0.35% |
$42K - $45.7K
|
182K
$5.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-665- 3.75% |
$43.4K - $47.2K
|
17K
$476K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-666- 0.6% |
$43.5K - $47.3K
|
111K
$3.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-680- 6.32% |
$44.4K - $48.3K
|
10.1K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-691- 1.91% |
$45.1K - $49.1K
|
35.4K
$990K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-703- 3.19% |
$45.9K - $49.9K
|
21.3K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-730- 1.58% |
$47.7K - $51.9K
|
45.6K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-739- 8.18% |
$48.2K - $52.5K
|
8.3K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-745- 4.28% |
$48.6K - $52.9K
|
16.7K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-747- 5.02% |
$48.8K - $53.1K
|
14.1K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-776- 2.26% |
$50.7K - $55.1K
|
33.6K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-783- 2.6% |
$51.1K - $55.6K
|
29.3K
$820K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-788- 1.03% |
$51.4K - $56K
|
76.1K
$2.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-790- 4.17% |
$51.6K - $56.1K
|
18.1K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-833- 8.92% |
$54.4K - $59.2K
|
8.51K
$238K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-844- 19.23% |
$55.1K - $59.9K
|
3.55K
$99.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-847- 10.88% |
$55.3K - $60.2K
|
6.94K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-850- 7.38% |
$55.5K - $60.4K
|
10.7K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-880- 2.75% |
$57.5K - $62.5K
|
31.1K
$869K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-888- 0.59% |
$58K - $63.1K
|
151K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-920- 1.03% |
$60.1K - $65.3K
|
88.1K
$2.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-930- 1.59% |
$60.7K - $66.1K
|
57.4K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-935- 8.5% |
$61K - $66.4K
|
10.1K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-986- 22.61% |
$64.4K - $70K
|
3.37K
$94.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-988- 16.46% |
$64.5K - $70.2K
|
5.02K
$140K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-990- 80.23% |
$64.6K - $70.3K
|
244
$6.82K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-997- 0.32% |
$65.1K - $70.8K
|
314K
$8.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 3.26% |
$65.3K - $71K
|
29.7K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.01K- 11.03% |
$66.2K - $72K
|
8.18K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.04K- 2.33% |
$67.6K - $73.6K
|
43.5K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.06K- 1.7% |
$69.5K - $75.6K
|
61.7K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$70.6K - $76.8K
|
16.4K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.08K- 0.91% |
$70.7K - $76.9K
|
118K
$3.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.09K- 9.74% |
$71.1K - $77.4K
|
10.1K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.09K- 1.07% |
$71.2K - $77.5K
|
101K
$2.83M
|