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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.7K- 46.87% |
$1.26M - $1.39M
|
18.9K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 28.86% |
$1.29M - $1.42M
|
42K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.5K- 2.97% |
$1.32M - $1.46M
|
573K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18.9K- 8.99% |
$1.42M - $1.57M
|
191K
$5.28M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-19.1K- 34.69% |
$1.44M - $1.59M
|
36K
$997K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.9K- 38.91% |
$1.5M - $1.65M
|
31.2K
$865K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.5K- 26.37% |
$1.55M - $1.7M
|
57.2K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 2.66% |
$1.55M - $1.71M
|
753K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.7K- 10.38% |
$1.56M - $1.72M
|
178K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-20.9K- 57.56% |
$1.58M - $1.74M
|
15.4K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.8K- 9.35% |
$1.87M - $2.06M
|
240K
$6.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.1K- 64.5% |
$1.9M - $2.09M
|
13.8K
$383K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.7K- 51.63% |
$2.09M - $2.31M
|
26K
$719K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-27.8K- 5.54% |
$2.1M - $2.31M
|
474K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-27.9K- 18.33% |
$2.11M - $2.32M
|
124K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.4K- 1.88% |
$2.14M - $2.36M
|
1.49M
$41.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.4K- 1.37% |
$2.15M - $2.37M
|
2.04M
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.9K- 45.95% |
$2.18M - $2.41M
|
34K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32K- 30.78% |
$2.42M - $2.66M
|
72K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-33.3K- 25.35% |
$2.51M - $2.77M
|
98K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.85% |
$2.65M - $2.92M
|
566K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.5K- 5.03% |
$2.91M - $3.2M
|
727K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-49.9K- 37.13% |
$3.77M - $4.15M
|
84.5K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-60.9K- 93.62% |
$4.6M - $5.07M
|
4.15K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77.4K- 61.71% |
$5.84M - $6.44M
|
48K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-113K- 75.78% |
$8.5M - $9.37M
|
36K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-119K- 94.08% |
$9M - $9.92M
|
7.51K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 49.43% |
$11.6M - $12.8M
|
158K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-213K- 92.65% |
$16.1M - $17.7M
|
16.9K
$468K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-214K- 2.13% |
$16.1M - $17.8M
|
9.83M
$272M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-289K- 73.81% |
$21.8M - $24M
|
103K
$2.84M
|