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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.9K+ 117.97% |
$127K - $140K
|
3.51K
$97K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.89K+ 3.2% |
$126K - $140K
|
61.2K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.88K+ 1.35% |
$125K - $139K
|
141K
$3.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.85K+ 21.14% |
$123K - $137K
|
10.6K
$293K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.82K+ 2.45% |
$121K - $134K
|
76.1K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 2.65% |
$121K - $134K
|
70.2K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.79K+ 15.4% |
$120K - $133K
|
13.4K
$372K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.66K+ 4.2% |
$111K - $123K
|
41.2K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.63K+ 19.26% |
$109K - $121K
|
10.1K
$280K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.63K+ 7.04% |
$109K - $120K
|
24.8K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.62K+ 48.88% |
$108K - $120K
|
4.93K
$136K
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.61K+ 1.36% |
$107K - $119K
|
120K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54K+ 2.49% |
$103K - $114K
|
63.3K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.44K+ 2.45% |
$95.9K - $106K
|
60.1K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.42K+ 2.33% |
$94.8K - $105K
|
62.4K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.33KNew |
$88.9K - $98.5K
|
1.33K
$36.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.33K+ 18.33% |
$88.8K - $98.5K
|
8.59K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1.33K+ 5.94% |
$88.4K - $98K
|
23.6K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.31K+ 1.36% |
$87.6K - $97.1K
|
97.8K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 1.57% |
$87K - $96.4K
|
84.3K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 15.76% |
$86.8K - $96.2K
|
9.55K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.28K+ 1.25% |
$85.3K - $94.5K
|
103K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.27K+ 0.7% |
$84.8K - $94K
|
183K
$5.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.27K+ 2.56% |
$84.7K - $93.9K
|
50.8K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.27K+ 7.12% |
$84.6K - $93.8K
|
19.1K
$528K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.24K+ 8.39% |
$83K - $92K
|
16.1K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.17K+ 5.34% |
$78.3K - $86.8K
|
23.1K
$640K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 6.96% |
$77.7K - $86.1K
|
17.9K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 1.37% |
$77.6K - $86K
|
86.1K
$2.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.15K+ 7.06% |
$76.9K - $85.2K
|
17.5K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.13K+ 15.78% |
$75.6K - $83.8K
|
8.31K
$230K
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$75.4K - $83.6K
|
1.13K
$31.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$75.4K - $83.6K
|
1.13K
$31.3K
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$75.4K - $83.6K
|
1.13K
$31.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.12K+ 4.16% |
$74.5K - $82.6K
|
28K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.11K+ 13.59% |
$74.2K - $82.3K
|
9.29K
$257K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1K+ 1.03% |
$73.4K - $81.4K
|
108K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.07K+ 2.45% |
$71.6K - $79.4K
|
44.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.06K+ 4.23% |
$70.9K - $78.6K
|
26.1K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.06K+ 4.98% |
$70.9K - $78.6K
|
22.4K
$620K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.01K+ 7.23% |
$67.1K - $74.3K
|
14.9K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
997+ 10.23% |
$66.5K - $73.8K
|
10.7K
$297K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
989+ 2.01% |
$66K - $73.2K
|
50.2K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
976+ 2788.57% |
$65.1K - $72.2K
|
1.01K
$28K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
938New |
$62.6K - $69.4K
|
938
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
937+ 2.09% |
$62.5K - $69.3K
|
45.8K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
936+ 24.24% |
$62.5K - $69.2K
|
4.8K
$133K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
915+ 7.32% |
$61.1K - $67.7K
|
13.4K
$372K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
888+ 7.2% |
$59.3K - $65.7K
|
13.2K
$366K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
853+ 6.1% |
$56.9K - $63.1K
|
14.8K
$411K
|