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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
126+ 0.42% |
$9.51K - $10.5K
|
30.3K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
125+ 0.82% |
$9.43K - $10.4K
|
15.3K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
125+ 1.81% |
$9.43K - $10.4K
|
7.01K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 0.82% |
$9.28K - $10.2K
|
15.2K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123+ 0.35% |
$9.28K - $10.2K
|
34.9K
$967K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
116+ 0.34% |
$8.75K - $9.65K
|
34.1K
$944K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
111+ 5.65% |
$8.38K - $9.23K
|
2.08K
$57.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
108+ 0.43% |
$8.15K - $8.98K
|
25.5K
$706K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
105+ 194.44% |
$7.92K - $8.73K
|
159
$4.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$7.55K - $8.32K
|
100
$2.77K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
97+ 2.33% |
$7.32K - $8.07K
|
4.27K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
88+ 0.75% |
$6.64K - $7.32K
|
11.8K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 1.82% |
$6.41K - $7.07K
|
4.77K
$132K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85New |
$6.41K - $7.07K
|
85
$2.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
82+ 0.25% |
$6.19K - $6.82K
|
33.5K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
82+ 0.09% |
$6.19K - $6.82K
|
88.3K
$2.44M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
80+ 0.58% |
$6.04K - $6.65K
|
13.8K
$382K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
80+ 0.47% |
$6.04K - $6.65K
|
17.3K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
76+ 200.0% |
$5.74K - $6.32K
|
114
$3.16K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.79% |
$5.58K - $6.16K
|
9.39K
$260K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
71+ 0.91% |
$5.36K - $5.91K
|
7.84K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
71+ 0.21% |
$5.36K - $5.91K
|
33.8K
$936K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
71+ 0.61% |
$5.36K - $5.91K
|
11.6K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
68+ 0.65% |
$5.13K - $5.66K
|
10.5K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
65New |
$4.91K - $5.41K
|
65
$1.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
65New |
$4.91K - $5.41K
|
65
$1.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
63+ 0.62% |
$4.75K - $5.24K
|
10.2K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
57+ 0.71% |
$4.3K - $4.74K
|
8.09K
$224K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.55K - $3.91K
|
47
$1.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
46+ 0.26% |
$3.47K - $3.83K
|
17.6K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
44+ 0.63% |
$3.32K - $3.66K
|
7.06K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.04% |
$3.32K - $3.66K
|
111K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
42+ 0.71% |
$3.17K - $3.49K
|
5.98K
$166K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
41+ 0.71% |
$3.09K - $3.41K
|
5.83K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.25% |
$2.72K - $2.99K
|
14.4K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
36+ 0.79% |
$2.72K - $2.99K
|
4.57K
$127K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
35+ 0.22% |
$2.64K - $2.91K
|
15.6K
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
35+ 0.71% |
$2.64K - $2.91K
|
4.97K
$137K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
35+ 0.28% |
$2.64K - $2.91K
|
12.7K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
34+ 0.65% |
$2.57K - $2.83K
|
5.24K
$145K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 2.99% |
$2.26K - $2.5K
|
1.03K
$28.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
30+ 0.53% |
$2.26K - $2.5K
|
5.71K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27New |
$2.04K - $2.25K
|
27
$747
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 0.37% |
$1.96K - $2.16K
|
7.02K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26+ 0.37% |
$1.96K - $2.16K
|
6.96K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
25+ 0.72% |
$1.89K - $2.08K
|
3.48K
$96.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
24+ 0.53% |
$1.81K - $2K
|
4.59K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
23+ 0.67% |
$1.74K - $1.91K
|
3.46K
$95.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
19+ 0.46% |
$1.43K - $1.58K
|
4.13K
$114K
|