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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.44K+ 15.24% |
$154K - $185K
|
18.5K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.44KNew |
$153K - $185K
|
2.44K
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 3.25% |
$152K - $183K
|
76.7K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 14.12% |
$151K - $182K
|
19.4K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 1.94% |
$150K - $181K
|
125K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.11K+ 20.86% |
$133K - $160K
|
12.2K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.06K+ 3.31% |
$130K - $157K
|
64.4K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 1.93% |
$129K - $156K
|
108K
$2.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.99K+ 2.47% |
$125K - $151K
|
82.5K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 16.81% |
$123K - $149K
|
13.6K
$361K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.77K+ 2.8% |
$112K - $135K
|
65.1K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 1.51% |
$110K - $132K
|
117K
$3.09M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.69K+ 7.3% |
$106K - $128K
|
24.8K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.65K+ 48.22% |
$104K - $125K
|
5.07K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.65K+ 15.28% |
$104K - $125K
|
12.4K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.58K+ 1.14% |
$99.6K - $120K
|
140K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.57K+ 1.45% |
$99K - $119K
|
110K
$2.92M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.53KNew |
$96.2K - $116K
|
1.53K
$40.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 4.38% |
$96K - $116K
|
36.3K
$962K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.51K+ 24.43% |
$95.3K - $115K
|
7.7K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.47K+ 32.61% |
$92.5K - $111K
|
5.97K
$158K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.44K+ 2.33% |
$90.9K - $110K
|
63.4K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.41K+ 8.48% |
$88.7K - $107K
|
18K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.4K+ 1.17% |
$88.5K - $107K
|
122K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.4KNew |
$88K - $106K
|
1.4K
$37K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.39K+ 31.37% |
$87.5K - $105K
|
5.82K
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.37K+ 0.66% |
$86.1K - $104K
|
208K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
1.34K+ 6.37% |
$84.4K - $102K
|
22.4K
$593K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 3.33% |
$84.4K - $102K
|
41.6K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 1.43% |
$82.9K - $99.9K
|
93.6K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.31K+ 557.87% |
$82.6K - $99.6K
|
1.55K
$41K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.3K+ 18.04% |
$82K - $98.9K
|
8.52K
$226K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.29K+ 6.87% |
$81.4K - $98.1K
|
20.1K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.29KNew |
$81.3K - $98K
|
1.29K
$34.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.28K+ 3.94% |
$80.7K - $97.2K
|
33.8K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.27K+ 25.82% |
$80.2K - $96.7K
|
6.2K
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.21K+ 1.04% |
$76.1K - $91.7K
|
118K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 2.55% |
$76.1K - $91.7K
|
48.6K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.21K+ 2.93% |
$76.1K - $91.7K
|
42.4K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 0.68% |
$75.9K - $91.5K
|
178K
$4.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 10.15% |
$72.7K - $87.6K
|
12.5K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.14K+ 13.29% |
$72K - $86.7K
|
9.73K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 122.34% |
$71.8K - $86.5K
|
2.07K
$54.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 74.25% |
$71.8K - $86.5K
|
2.67K
$70.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.14K+ 25.1% |
$71.6K - $86.4K
|
5.67K
$150K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.13K+ 39.32% |
$71.3K - $86K
|
4.01K
$106K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.13K+ 11.96% |
$71.3K - $85.9K
|
10.6K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 5.24% |
$69.5K - $83.8K
|
22.1K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.09KNew |
$68.9K - $83.1K
|
1.09K
$29K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.08K+ 7.6% |
$67.7K - $81.6K
|
15.2K
$403K
|