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 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18.6K- 19.31% |
$1.17M - $1.41M
|
77.8K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20.1K- 3.5% |
$1.27M - $1.53M
|
554K
$15.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 61.46% |
$1.29M - $1.56M
|
12.9K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.2K- 2.8% |
$1.34M - $1.61M
|
736K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-23.2K- 24.33% |
$1.46M - $1.76M
|
72K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23.9K- 8.44% |
$1.51M - $1.82M
|
260K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.3K- 15.58% |
$1.85M - $2.23M
|
159K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-31.6K- 87.49% |
$1.99M - $2.4M
|
4.52K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-32.7K- 13.75% |
$2.06M - $2.48M
|
205K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.2K- 4.5% |
$2.09M - $2.52M
|
705K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.4K- 2.33% |
$2.36M - $2.84M
|
1.57M
$43.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-38.7K- 44.81% |
$2.44M - $2.94M
|
47.6K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-43.3K- 7.15% |
$2.73M - $3.29M
|
562K
$15.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-47.9K- 85.22% |
$3.02M - $3.64M
|
8.31K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48.5K- 76.01% |
$3.06M - $3.68M
|
15.3K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.6K- 22.47% |
$3.44M - $4.15M
|
188K
$5.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-59.7K- 5.87% |
$3.76M - $4.53M
|
956K
$26.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.6K- 25.53% |
$3.82M - $4.6M
|
177K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-81.2K- 50.4% |
$5.11M - $6.16M
|
79.9K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-91K- 11.67% |
$5.74M - $6.91M
|
689K
$19.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-120K- 41.86% |
$7.58M - $9.14M
|
167K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154K- 91.66% |
$9.69M - $11.7M
|
14K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175K- 28.6% |
$11M - $13.3M
|
437K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-233K- 98.42% |
$14.7M - $17.7M
|
3.75K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-255K- 10.41% |
$16M - $19.3M
|
2.19M
$60.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-277K- 81.81% |
$17.5M - $21M
|
61.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-305K- 40.84% |
$19.2M - $23.1M
|
441K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-353K- 35.68% |
$22.2M - $26.8M
|
636K
$17.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-454K- 62.17% |
$28.6M - $34.5M
|
276K
$7.64M
|