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 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$196 - $213
|
4.84K
$135K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$131 - $142
|
11.3K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.82% |
$131 - $142
|
247
$6.87K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.05% |
$131 - $142
|
4.15K
$116K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$65.3 - $71
|
7.08K
$197K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$65.3 - $71
|
2.35K
$65.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$65.3 - $71
|
16.4K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.02% |
$65.3 - $71
|
5.15K
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$65.3 - $71
|
3.09K
$86K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.46% |
$65.3 - $71
|
220
$6.12K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.51% |
$65.3 - $71
|
198
$5.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.2% |
$65.3 - $71
|
507
$14.1K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1+ 0.02% |
$65.3 - $71
|
4.65K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$65.3 - $71
|
4.15K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1+ 0.01% |
$65.3 - $71
|
12.2K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.02% |
$65.3 - $71
|
4.71K
$131K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1- 0.01% |
$65.3 - $71
|
8.98K
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.67% |
$131 - $142
|
298
$8.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2- 0.31% |
$131 - $142
|
639
$17.8K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 1.79% |
$196 - $213
|
165
$4.59K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4- 0.13% |
$261 - $284
|
2.96K
$82.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.29% |
$261 - $284
|
1.36K
$38K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6- 0.02% |
$392 - $426
|
26K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8- 2.14% |
$522 - $568
|
366
$10.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-11- 0.19% |
$718 - $781
|
5.85K
$163K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12- 0.21% |
$783 - $852
|
5.69K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13- 7.18% |
$849 - $923
|
168
$4.68K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-14- 0.27% |
$914 - $994
|
5.25K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 94.74% |
$1.18K - $1.28K
|
1
$27.8
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-23- 0.32% |
$1.5K - $1.63K
|
7.23K
$201K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24- 4.53% |
$1.57K - $1.7K
|
506
$14.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-24- 10.21% |
$1.57K - $1.7K
|
211
$5.87K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.65% |
$1.7K - $1.85K
|
3.95K
$110K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-30- 0.99% |
$1.96K - $2.13K
|
3K
$83.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-32- 2.17% |
$2.09K - $2.27K
|
1.44K
$40.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-34- 0.05% |
$2.22K - $2.42K
|
71.8K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-35- 0.47% |
$2.29K - $2.49K
|
7.47K
$208K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-36- 16.98% |
$2.35K - $2.56K
|
176
$4.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-37- 0.12% |
$2.42K - $2.63K
|
31.7K
$883K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-38- 0.21% |
$2.48K - $2.7K
|
17.7K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-38- 2.58% |
$2.48K - $2.7K
|
1.43K
$39.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39- 0.02% |
$2.55K - $2.77K
|
260K
$7.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-40- 0.79% |
$2.61K - $2.84K
|
5.03K
$140K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-40- 0.19% |
$2.61K - $2.84K
|
21.4K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 0.9% |
$2.94K - $3.2K
|
4.93K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-47- 0.12% |
$3.07K - $3.34K
|
39.5K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-47- 0.29% |
$3.07K - $3.34K
|
16.3K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-56- 1.03% |
$3.66K - $3.98K
|
5.38K
$150K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-59- 0.05% |
$3.85K - $4.19K
|
123K
$3.41M
|