Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.3K- 3.36% |
$249K - $275K
|
95.2K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.33K- 31.93% |
$251K - $277K
|
7.09K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.38K- 3.88% |
$255K - $281K
|
83.9K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.4K- 3.16% |
$257K - $283K
|
104K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.55K- 1.68% |
$268K - $295K
|
207K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.57K- 49.97% |
$270K - $297K
|
3.58K
$99.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.16K- 2.78% |
$314K - $346K
|
146K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.19K- 74.48% |
$316K - $348K
|
1.43K
$39.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22K- 1.64% |
$319K - $351K
|
253K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.42K- 2.66% |
$334K - $368K
|
162K
$4.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.51K- 4.68% |
$340K - $375K
|
91.8K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.71K- 14.07% |
$356K - $392K
|
28.8K
$797K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-4.76K- 25.17% |
$359K - $396K
|
14.1K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.78K- 6.23% |
$361K - $398K
|
72K
$1.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.89K- 17.09% |
$369K - $407K
|
23.7K
$657K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.91K- 9.44% |
$371K - $409K
|
47.1K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.06K- 5.46% |
$382K - $421K
|
87.6K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.1K- 2.86% |
$385K - $424K
|
173K
$4.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.2K- 12.81% |
$393K - $433K
|
35.4K
$980K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.3K- 54.51% |
$400K - $440K
|
4.42K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.69K- 4.31% |
$430K - $474K
|
126K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.69K- 4.32% |
$430K - $474K
|
126K
$3.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.82K- 3.96% |
$439K - $484K
|
141K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.84K- 96.42% |
$441K - $486K
|
217
$6.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.99K- 1.9% |
$452K - $498K
|
310K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-6.12K- 60.31% |
$462K - $509K
|
4.03K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.17K- 11.95% |
$466K - $513K
|
45.5K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.17K- 4.31% |
$466K - $513K
|
137K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.19K- 51.53% |
$467K - $515K
|
5.82K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.59K- 15.1% |
$497K - $548K
|
37.1K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.81K- 3.93% |
$514K - $567K
|
167K
$4.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.49K- 4.07% |
$565K - $623K
|
177K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 1.07% |
$600K - $661K
|
735K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.22K- 18.28% |
$620K - $683K
|
36.7K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-8.44K- 2.79% |
$637K - $702K
|
294K
$8.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.31K- 23.51% |
$702K - $774K
|
30.3K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-9.85K- 44.65% |
$743K - $819K
|
12.2K
$338K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9.86K- 13.18% |
$744K - $820K
|
64.9K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.99K- 6.38% |
$754K - $831K
|
146K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 80.69% |
$784K - $864K
|
2.49K
$68.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 7.09% |
$853K - $941K
|
148K
$4.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.8K- 59.49% |
$968K - $1.07M
|
8.74K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 23.4% |
$973K - $1.07M
|
42.2K
$1.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 6.52% |
$981K - $1.08M
|
187K
$5.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 6.52% |
$981K - $1.08M
|
187K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-13.2K- 5.12% |
$995K - $1.1M
|
244K
$6.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.5K- 3.44% |
$1.02M - $1.12M
|
379K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.9K- 7.87% |
$1.05M - $1.16M
|
163K
$4.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15K- 24.51% |
$1.13M - $1.25M
|
46.3K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.3K- 33.52% |
$1.15M - $1.27M
|
30.3K
$839K
|