Purchases and Sales Made in Q3 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 09, 2023 Q3 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
839
+ 2.16%
$56K - $62.1K
39.7K $1.09M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
837
+ 396.68%
$55.9K - $61.9K
1.05K $28.9K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
767
+ 10957.14%
$51.2K - $56.7K
774 $21.4K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
746
+ 9.74%
$49.8K - $55.2K
8.41K $232K
May 24, 2024 Q3 2023
Garrison Asset Management, LLC

BUY
 -
714
+ 13.57%
$47.7K - $52.8K
5.98K $165K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
705
+ 8.06%
$47.1K - $52.2K
9.46K $261K
Nov 02, 2023 Q3 2023
Arlington Financial Advisors, LLC

BUY
 -
695
+ 4.18%
$46.4K - $51.4K
17.3K $478K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
667
+ 4.19%
$44.5K - $49.3K
16.6K $458K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
642
+ 1.37%
$42.9K - $47.5K
47.4K $1.31M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
619
+ 3.25%
$41.3K - $45.8K
19.7K $543K
Nov 13, 2023 Q3 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
607
+ 15.58%
$40.5K - $44.9K
4.5K $124K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
605
+ 4.47%
$40.4K - $44.8K
14.1K $390K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
602
+ 299.5%
$40.2K - $44.5K
803 $22.2K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
598
+ 3.14%
$39.9K - $44.2K
19.6K $542K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
586
+ 3.77%
$39.1K - $43.4K
16.1K $445K
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
584
+ 12.08%
$39K - $43.2K
5.42K $150K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
575
+ 22.66%
$38.4K - $42.5K
3.11K $85.9K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
560
+ 1.92%
$37.4K - $41.4K
29.8K $821K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
550
+ 0.71%
$36.7K - $40.7K
77.7K $2.15M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
547
New
$36.5K - $40.5K
547 $15.1K
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
535
+ 2.31%
$35.7K - $39.6K
23.7K $654K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
516
+ 14.56%
$34.4K - $38.2K
4.06K $112K
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
516
+ 8.54%
$34.4K - $38.2K
6.56K $181K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
516
+ 10.12%
$34.4K - $38.2K
5.62K $155K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
510
New
$34K - $37.7K
510 $14.1K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
509
+ 100.59%
$34K - $37.7K
1.02K $28K
Oct 13, 2023 Q3 2023
Prentice Wealth Management LLC

BUY
 -
508
+ 3.0%
$33.9K - $37.6K
17.4K $481K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
501
+ 0.57%
$33.4K - $37.1K
88.6K $2.45M
Oct 23, 2023 Q3 2023
Ulland Investment Advisors, LLC

BUY
 -
498
+ 1.45%
$33.2K - $36.8K
34.8K $960K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
497
+ 1.3%
$33.2K - $36.8K
38.7K $1.07M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
478
+ 24.28%
$31.9K - $35.4K
2.45K $67.6K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
460
+ 8.1%
$30.7K - $34K
6.14K $170K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
455
+ 3.1%
$30.4K - $33.7K
15.1K $418K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
450
+ 1285.71%
$30K - $33.3K
485 $13.4K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
429
+ 2.75%
$28.6K - $31.7K
16.1K $443K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
416
+ 2.53%
$27.8K - $30.8K
16.8K $465K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
411
New
$27.4K - $30.4K
411 $11.3K
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
409
+ 1.86%
$27.3K - $30.3K
22.4K $617K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
409
+ 0.44%
$27.3K - $30.3K
93.1K $2.57M
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
401
+ 5.6%
$26.8K - $29.7K
7.56K $209K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
395
+ 0.74%
$26.4K - $29.2K
53.4K $1.48M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
362
+ 8.32%
$24.2K - $26.8K
4.72K $130K
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
357
+ 3.15%
$23.8K - $26.4K
11.7K $323K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
357
+ 2.59%
$23.8K - $26.4K
14.2K $391K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
354
+ 2.6%
$23.6K - $26.2K
14K $386K
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
346
+ 0.19%
$23.1K - $25.6K
183K $5.04M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
335
+ 9.93%
$22.4K - $24.8K
3.71K $102K
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
334
+ 2.0%
$22.3K - $24.7K
17K $469K
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
327
+ 5.91%
$21.8K - $24.2K
5.86K $162K

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