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 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
3.7K+ 1.3% |
$241K - $263K
|
289K
$8.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.61KNew |
$236K - $256K
|
3.61K
$100K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.58KNew |
$234K - $254K
|
3.58K
$99.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 3.64% |
$233K - $253K
|
101K
$2.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
3.47K+ 79.52% |
$226K - $246K
|
7.83K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.47KNew |
$226K - $246K
|
3.47K
$96.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.31KNew |
$216K - $235K
|
3.31K
$92.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.23K+ 1.38% |
$211K - $229K
|
237K
$6.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.2K+ 9.12% |
$209K - $227K
|
38.3K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.16K+ 4.38% |
$206K - $224K
|
75.3K
$2.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.14K+ 22.78% |
$205K - $223K
|
16.9K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14K+ 1.33% |
$205K - $223K
|
239K
$6.66M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.13KNew |
$204K - $222K
|
3.13K
$87.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.13K+ 1.33% |
$204K - $222K
|
238K
$6.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.08KNew |
$201K - $219K
|
3.08K
$85.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3K+ 1.43% |
$196K - $213K
|
213K
$5.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3K+ 4.29% |
$196K - $213K
|
72.8K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.99K+ 69.9% |
$195K - $212K
|
7.26K
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.98K+ 3.73% |
$195K - $212K
|
83K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.94K+ 615.9% |
$192K - $209K
|
3.42K
$95.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.94KNew |
$192K - $209K
|
2.94K
$81.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.92K+ 2.65% |
$191K - $207K
|
113K
$3.15M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.91KNew |
$190K - $206K
|
2.91K
$80.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
2.88KNew |
$188K - $204K
|
2.88K
$80.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.84KNew |
$185K - $202K
|
2.84K
$79K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 25.93% |
$176K - $191K
|
13.1K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.66K+ 2.99% |
$174K - $189K
|
91.5K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.64K+ 2.24% |
$172K - $187K
|
120K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.57K+ 2.68% |
$168K - $182K
|
98.3K
$2.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.51K+ 3.59% |
$164K - $178K
|
72.5K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.5K+ 5.31% |
$163K - $178K
|
49.6K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.49K+ 3.41% |
$162K - $177K
|
75.4K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.36K+ 2.61% |
$154K - $168K
|
92.7K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
2.35K+ 23.48% |
$153K - $167K
|
12.3K
$343K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.27K+ 0.64% |
$148K - $161K
|
355K
$9.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
2.26K+ 4.29% |
$148K - $161K
|
55.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.18K+ 28.13% |
$143K - $155K
|
9.94K
$277K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 2.27% |
$140K - $152K
|
96.5K
$2.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.12K+ 16.13% |
$138K - $151K
|
15.3K
$425K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.12K+ 2.62% |
$138K - $150K
|
82.9K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.07K+ 2.21% |
$135K - $147K
|
95.5K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.05K+ 1.46% |
$134K - $146K
|
142K
$3.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 12.66% |
$133K - $145K
|
18.1K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.03K+ 8.94% |
$132K - $144K
|
24.7K
$688K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 5.3% |
$132K - $144K
|
40.2K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.03K+ 61.9% |
$132K - $144K
|
5.3K
$147K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.99K+ 28.08% |
$130K - $141K
|
9.06K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.98K+ 2.5% |
$129K - $140K
|
81.2K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.93K+ 3.22% |
$126K - $137K
|
61.8K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.91K+ 2.54% |
$124K - $135K
|
76.8K
$2.14M
|