Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.8M+ 1509.17% |
$1.12B - $1.35B
|
18.9M
$523M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
641K+ 3.13% |
$40.4M - $48.7M
|
21.1M
$584M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
425K+ 1864.14% |
$26.8M - $32.3M
|
448K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
357KNew |
$22.5M - $27.1M
|
357K
$9.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316K+ 24.88% |
$19.9M - $24M
|
1.59M
$43.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
221KNew |
$13.9M - $16.7M
|
221K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 755.02% |
$11M - $13.2M
|
197K
$5.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
171KNew |
$10.8M - $13M
|
171K
$4.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
154K+ 8.36% |
$9.71M - $11.7M
|
2M
$55.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
125KNew |
$7.9M - $9.52M
|
125K
$3.46M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
118KNew |
$7.42M - $8.95M
|
118K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
112KNew |
$7.07M - $8.52M
|
112K
$3.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
108KNew |
$6.83M - $8.24M
|
108K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
107KNew |
$6.72M - $8.1M
|
107K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
80.4K+ 114.62% |
$5.06M - $6.1M
|
150K
$4.15M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
78.2KNew |
$4.93M - $5.94M
|
78.2K
$2.16M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
76.4KNew |
$4.81M - $5.8M
|
76.4K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
72.8K+ 1063.69% |
$4.59M - $5.53M
|
79.6K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.6K+ 36.13% |
$4.33M - $5.21M
|
259K
$7.14M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.3K+ 1.66% |
$3.74M - $4.5M
|
3.64M
$100M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
58.5KNew |
$3.69M - $4.44M
|
58.5K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
54.6K+ 52.93% |
$3.44M - $4.14M
|
158K
$4.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
54.4K+ 5.73% |
$3.43M - $4.13M
|
1M
$27.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51.2K+ 16.65% |
$3.23M - $3.89M
|
359K
$9.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
49.7KNew |
$3.13M - $3.78M
|
49.7K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
49.6KNew |
$3.13M - $3.77M
|
49.6K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
47.4K+ 3.2% |
$2.99M - $3.6M
|
1.53M
$42.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
43.9KNew |
$2.77M - $3.33M
|
43.9K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
38.4K+ 31.57% |
$2.42M - $2.91M
|
160K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.1KNew |
$2.4M - $2.89M
|
38.1K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
38.1KNew |
$2.4M - $2.89M
|
38.1K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
37.5K+ 21.8% |
$2.37M - $2.85M
|
210K
$5.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
37.1KNew |
$2.34M - $2.82M
|
37.1K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32.5KNew |
$2.04M - $2.46M
|
32.5K
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31.8KNew |
$2.01M - $2.42M
|
31.8K
$879K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
31.6K+ 127.89% |
$1.99M - $2.4M
|
56.4K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
31.2K+ 13.51% |
$1.96M - $2.37M
|
262K
$7.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.2K+ 2.21% |
$1.91M - $2.3M
|
1.4M
$38.7M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
28KNew |
$1.77M - $2.13M
|
28K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 11.21% |
$1.76M - $2.12M
|
277K
$7.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.5KNew |
$1.73M - $2.09M
|
27.5K
$760K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26KNew |
$1.64M - $1.97M
|
26K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.8K+ 0.25% |
$1.63M - $1.96M
|
10.3M
$283M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25.1KNew |
$1.58M - $1.91M
|
25.1K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24.8KNew |
$1.56M - $1.88M
|
24.8K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
24.7K+ 140.81% |
$1.56M - $1.88M
|
42.3K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.1K+ 8.63% |
$1.52M - $1.83M
|
303K
$8.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
23.4K+ 16.1% |
$1.48M - $1.78M
|
169K
$4.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
23.4K+ 12.59% |
$1.47M - $1.78M
|
209K
$5.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22K+ 34.79% |
$1.39M - $1.67M
|
85.2K
$2.35M
|