Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13M+ 677.75% |
$142M - $158M
|
2.44M
$68.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.71M+ 9.13% |
$114M - $127M
|
20.5M
$572M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
237K+ 46.64% |
$15.8M - $17.5M
|
746K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
233K+ 6233.06% |
$15.6M - $17.2M
|
237K
$6.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
196K+ 144.78% |
$13.1M - $14.5M
|
331K
$9.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
191KNew |
$12.7M - $14.1M
|
191K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 3.45% |
$7.97M - $8.83M
|
3.58M
$99.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 16.67% |
$7.44M - $8.24M
|
780K
$21.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
108K+ 7.83% |
$7.18M - $7.96M
|
1.48M
$41.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
97.6K+ 5.6% |
$6.52M - $7.22M
|
1.84M
$51.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
94.8K+ 19.6% |
$6.33M - $7.01M
|
578K
$16.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
84.3K+ 74.56% |
$5.63M - $6.23M
|
197K
$5.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84.2K+ 109.56% |
$5.62M - $6.23M
|
161K
$4.49M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
73.3K+ 4082.85% |
$4.89M - $5.42M
|
75.1K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
66.2KNew |
$4.42M - $4.9M
|
66.2K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.5K+ 10.77% |
$4.38M - $4.85M
|
674K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
59.7K+ 90.82% |
$3.99M - $4.42M
|
125K
$3.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
47.3KNew |
$3.16M - $3.5M
|
47.3K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
47.3K+ 62.86% |
$3.15M - $3.5M
|
122K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.2K+ 40.11% |
$3.08M - $3.42M
|
161K
$4.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
38.6KNew |
$2.58M - $2.86M
|
38.6K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
38.5K+ 26.18% |
$2.57M - $2.85M
|
186K
$5.18M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.1KNew |
$2.41M - $2.67M
|
36.1K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.6KNew |
$2.37M - $2.63M
|
35.6K
$992K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.7K+ 16.19% |
$2.32M - $2.57M
|
249K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.2K+ 40.6% |
$2.22M - $2.46M
|
115K
$3.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
32.6KNew |
$2.17M - $2.41M
|
32.6K
$908K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
32.2KNew |
$2.15M - $2.38M
|
32.2K
$899K
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
32.2K+ 31.86% |
$2.15M - $2.38M
|
133K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 4.54% |
$2.14M - $2.37M
|
738K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
30.6K+ 33.63% |
$2.04M - $2.26M
|
122K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.2K+ 2.35% |
$1.95M - $2.16M
|
1.27M
$35.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
28.6K+ 28.22% |
$1.91M - $2.11M
|
130K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
27.5KNew |
$1.83M - $2.03M
|
27.5K
$766K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.7K+ 283.73% |
$1.65M - $1.83M
|
33.4K
$931K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23.7K+ 9.27% |
$1.58M - $1.75M
|
279K
$7.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.58M - $1.75M
|
23.7K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23.4K+ 4.25% |
$1.56M - $1.73M
|
574K
$16M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.9K+ 16.15% |
$1.53M - $1.7M
|
165K
$4.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.3K+ 51.0% |
$1.42M - $1.58M
|
63.2K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 10.24% |
$1.42M - $1.57M
|
229K
$6.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.4K+ 32.61% |
$1.36M - $1.51M
|
82.9K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.2K+ 12.1% |
$1.35M - $1.5M
|
188K
$5.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.2K+ 12.11% |
$1.35M - $1.5M
|
187K
$5.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
17.5K+ 3.08% |
$1.17M - $1.3M
|
586K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.4KNew |
$1.16M - $1.29M
|
17.4K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 557.28% |
$1.16M - $1.29M
|
20.5K
$572K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
17.3KNew |
$1.15M - $1.28M
|
17.3K
$481K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
17.1K+ 4.83% |
$1.14M - $1.27M
|
372K
$10.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
16.9KNew |
$1.13M - $1.25M
|
16.9K
$471K
|