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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 7.13% |
$1.38M - $1.67M
|
330K
$9.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21.9KNew |
$1.38M - $1.66M
|
21.9K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
21.9K+ 60.0% |
$1.38M - $1.66M
|
58.3K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21.6K+ 167.65% |
$1.36M - $1.64M
|
34.4K
$950K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.2K+ 59.55% |
$1.33M - $1.61M
|
56.7K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
21K+ 3.59% |
$1.33M - $1.6M
|
607K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
21K+ 15.75% |
$1.32M - $1.59M
|
154K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
20.7K+ 11.36% |
$1.31M - $1.58M
|
203K
$5.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
20.2K+ 5.42% |
$1.27M - $1.53M
|
392K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.9K+ 554.7% |
$1.19M - $1.43M
|
22.3K
$616K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.7K+ 17.31% |
$1.18M - $1.42M
|
127K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.4K+ 35.95% |
$1.16M - $1.4M
|
69.7K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17.7K+ 14.05% |
$1.12M - $1.35M
|
144K
$3.97M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.6K+ 11.59% |
$1.11M - $1.33M
|
169K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.4K+ 36.71% |
$1.03M - $1.24M
|
60.9K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
15.9K+ 271.19% |
$1M - $1.21M
|
21.8K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15.6K+ 289.05% |
$983K - $1.19M
|
21K
$580K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
15.6KNew |
$982K - $1.18M
|
15.6K
$430K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14.8KNew |
$930K - $1.12M
|
14.8K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
14.6K+ 9.47% |
$917K - $1.11M
|
168K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
13.7KNew |
$863K - $1.04M
|
13.7K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.6KNew |
$858K - $1.03M
|
13.6K
$376K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
13.2KNew |
$834K - $1.01M
|
13.2K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
13.2KNew |
$832K - $1M
|
13.2K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.8K+ 15.47% |
$808K - $974K
|
95.7K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$799K - $964K
|
12.7K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
12.4KNew |
$780K - $941K
|
12.4K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.1K+ 21.12% |
$763K - $919K
|
69.4K
$1.92M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 33.36% |
$748K - $902K
|
47.4K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
11.4K+ 17.51% |
$717K - $865K
|
76.4K
$2.11M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11.2KNew |
$708K - $854K
|
11.2K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 4.42% |
$686K - $827K
|
257K
$7.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.5KNew |
$662K - $798K
|
10.5K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 170.12% |
$658K - $793K
|
16.6K
$458K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
10.4KNew |
$656K - $791K
|
10.4K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3K+ 19.32% |
$650K - $784K
|
63.8K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10.2K+ 122.94% |
$644K - $776K
|
18.5K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10.2KNew |
$643K - $775K
|
10.2K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$639K - $771K
|
10.1K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.53K+ 5.09% |
$601K - $724K
|
197K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.5KNew |
$599K - $722K
|
9.5K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
9.5K+ 4.37% |
$598K - $721K
|
227K
$6.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.48K+ 5.05% |
$597K - $720K
|
197K
$5.44M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.3KNew |
$586K - $706K
|
9.3K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.14K+ 77.88% |
$576K - $694K
|
20.9K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
8.96K+ 7.32% |
$564K - $680K
|
131K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.68KNew |
$547K - $659K
|
8.68K
$240K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8.54KNew |
$538K - $649K
|
8.54K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.1K+ 37.12% |
$510K - $615K
|
29.9K
$826K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7.99K+ 10.88% |
$503K - $606K
|
81.4K
$2.25M
|