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 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-661- 1.31% |
$41.6K - $50.2K
|
49.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-664- 3.46% |
$41.8K - $50.4K
|
18.5K
$534K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-673- 29.53% |
$42.4K - $51.1K
|
1.61K
$46.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-685- 0.95% |
$43.2K - $52K
|
71.6K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-703- 6.28% |
$44.3K - $53.4K
|
10.5K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-711- 4.71% |
$44.8K - $54K
|
14.4K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-718- 16.0% |
$45.2K - $54.5K
|
3.77K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-722- 6.99% |
$45.5K - $54.8K
|
9.61K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-729- 17.12% |
$45.9K - $55.4K
|
3.53K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-736- 1.72% |
$46.4K - $55.9K
|
42K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-744- 96.12% |
$46.9K - $56.5K
|
30
$865
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-748- 1.89% |
$47.1K - $56.8K
|
38.9K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-749- 10.65% |
$47.2K - $56.9K
|
6.29K
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-764- 19.42% |
$48.1K - $58K
|
3.17K
$91.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-787- 4.81% |
$49.6K - $59.8K
|
15.6K
$449K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-790- 4.81% |
$49.8K - $60K
|
15.6K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-796- 4.61% |
$50.2K - $60.5K
|
16.5K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-799- 5.03% |
$50.3K - $60.7K
|
15.1K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-805- 1.54% |
$50.7K - $61.1K
|
51.4K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-831- 3.85% |
$52.4K - $63.1K
|
20.8K
$598K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-876- 1.54% |
$55.2K - $66.5K
|
56.1K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-879- 1.82% |
$55.4K - $66.8K
|
47.3K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-902- 1.26% |
$56.8K - $68.5K
|
70.5K
$2.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-924- 0.96% |
$58.2K - $70.2K
|
94.9K
$2.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-925- 0.3% |
$58.3K - $70.3K
|
305K
$8.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-934- 1.65% |
$58.9K - $70.9K
|
55.5K
$1.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-955- 6.31% |
$60.2K - $72.5K
|
14.2K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-959- 1.32% |
$60.4K - $72.8K
|
71.4K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-996- 1.98% |
$62.8K - $75.6K
|
49.2K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-996- 5.89% |
$62.8K - $75.6K
|
15.9K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1K- 7.79% |
$63K - $76K
|
11.8K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.01K- 26.19% |
$63.3K - $76.3K
|
2.83K
$81.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.01K- 9.21% |
$63.4K - $76.4K
|
9.92K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.02K- 19.89% |
$64.3K - $77.5K
|
4.11K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.05K- 1.07% |
$66.1K - $79.7K
|
97.3K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.12K- 1.23% |
$70.5K - $85K
|
89.5K
$2.58M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.16K- 15.15% |
$73.1K - $88.1K
|
6.5K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.18K- 11.56% |
$74.2K - $89.4K
|
9K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.18K- 8.25% |
$74.5K - $89.8K
|
13.2K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.19K- 8.68% |
$75.1K - $90.5K
|
12.5K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.21K- 8.52% |
$76K - $91.6K
|
13K
$373K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.21K- 0.9% |
$76.3K - $92K
|
133K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.23K- 42.53% |
$77.7K - $93.6K
|
1.67K
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.25K- 3.61% |
$79K - $95.2K
|
33.5K
$964K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.27K- 12.11% |
$80.1K - $96.6K
|
9.23K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 11.85% |
$80.2K - $96.7K
|
9.47K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 23.36% |
$82.7K - $99.6K
|
4.31K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.33K- 71.18% |
$83.9K - $101K
|
539
$15.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.34K- 4.31% |
$84.4K - $102K
|
29.8K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.41K- 24.44% |
$88.8K - $107K
|
4.36K
$126K
|