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
|
Optimum Investment Advisors
|
BUY
|
- |
18+ 0.53% |
$1.36K - $1.5K
|
3.42K
$94.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$443
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 1.64% |
$1.13K - $1.25K
|
931
$25.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
15+ 0.38% |
$1.13K - $1.25K
|
3.94K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
15+ 0.31% |
$1.13K - $1.25K
|
4.88K
$135K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.56% |
$1.13K - $1.25K
|
2.69K
$74.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.16% |
$1.06K - $1.16K
|
8.93K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.71% |
$1.06K - $1.16K
|
1.98K
$54.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14+ 0.2% |
$1.06K - $1.16K
|
7.06K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.08% |
$981 - $1.08K
|
16K
$442K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12+ 0.19% |
$906 - $998
|
6.2K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 0.41% |
$755 - $832
|
2.46K
$68.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.35% |
$679 - $749
|
2.61K
$72.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.1% |
$679 - $749
|
8.73K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.74% |
$604 - $665
|
1.08K
$29.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.18% |
$604 - $665
|
4.48K
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.04% |
$528 - $582
|
15.7K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 0.04% |
$453 - $499
|
13.6K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.19% |
$453 - $499
|
3.11K
$86K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6+ 0.03% |
$453 - $499
|
18K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.16% |
$377 - $416
|
3.15K
$87.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$302 - $333
|
4
$111
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
4+ 0.1% |
$302 - $333
|
3.89K
$108K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.02% |
$302 - $333
|
21K
$580K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
4+ 0.1% |
$302 - $333
|
3.82K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.08% |
$302 - $333
|
4.85K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.58% |
$226 - $250
|
524
$14.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.03% |
$226 - $250
|
10K
$278K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
2+ 0.03% |
$151 - $166
|
6.96K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $166
|
2.7K
$74.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$151 - $166
|
7.7K
$213K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.2% |
$151 - $166
|
168
$4.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.78% |
$151 - $166
|
258
$7.14K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$151 - $166
|
10.8K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.8% |
$151 - $166
|
251
$6.95K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.02% |
$151 - $166
|
10.1K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$75.5 - $83.2
|
2.62K
$72.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.9% |
$75.5 - $83.2
|
112
$3.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.23% |
$75.5 - $83.2
|
427
$11.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$75.5 - $83.2
|
15.6K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.3% |
$75.5 - $83.2
|
337
$9.33K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$75.5 - $83.2
|
101
$2.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$75.5 - $83.2
|
1.3K
$36K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.02% |
$75.5 - $83.2
|
5.8K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.48% |
$75.5 - $83.2
|
211
$5.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.01% |
$75.5 - $83.2
|
11.2K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$75.5 - $83.2
|
2.72K
$75.2K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.22% |
$151 - $166
|
897
$24.8K
|