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 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$126 - $152
|
2.97K
$78.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.81% |
$126 - $152
|
249
$6.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 1.72% |
$63 - $76
|
59
$1.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.91% |
$63 - $76
|
111
$2.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.41% |
$63 - $76
|
72
$1.91K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.61% |
$63 - $76
|
166
$4.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$63 - $76
|
1.34K
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$63 - $76
|
3.35K
$88.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.42% |
$63 - $76
|
240
$6.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.2% |
$63 - $76
|
509
$13.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$63 - $76
|
3.63K
$96.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.51% |
$63 - $76
|
197
$5.22K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.02% |
$63 - $76
|
5K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.01% |
$126 - $152
|
14.2K
$377K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2- 0.01% |
$126 - $152
|
23.1K
$613K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-5- 0.11% |
$315 - $380
|
4.46K
$118K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.03% |
$315 - $380
|
14.9K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-7- 0.18% |
$441 - $532
|
3.99K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-7- 0.07% |
$441 - $532
|
10.3K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 5.05% |
$630 - $760
|
188
$4.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11- 0.1% |
$693 - $835
|
11.3K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-11- 0.22% |
$693 - $835
|
5K
$133K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14- 0.05% |
$882 - $1.06K
|
28.8K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$945 - $1.14K
|
6.09K
$161K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-16- 0.39% |
$1.01K - $1.22K
|
4.04K
$107K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-19- 0.3% |
$1.2K - $1.44K
|
6.41K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19- 7.98% |
$1.2K - $1.44K
|
219
$5.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-19- 0.61% |
$1.2K - $1.44K
|
3.1K
$82.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 13.73% |
$1.32K - $1.59K
|
132
$3.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-24- 0.24% |
$1.51K - $1.82K
|
10.1K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-24- 0.32% |
$1.51K - $1.82K
|
7.59K
$201K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.62% |
$1.58K - $1.9K
|
4.04K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-25- 0.29% |
$1.58K - $1.9K
|
8.56K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-26- 0.15% |
$1.64K - $1.97K
|
17.2K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-32- 4.99% |
$2.02K - $2.43K
|
609
$16.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-32- 0.83% |
$2.02K - $2.43K
|
3.83K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33- 0.4% |
$2.08K - $2.51K
|
8.27K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-34- 1.11% |
$2.14K - $2.58K
|
3.04K
$80.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.45% |
$2.21K - $2.66K
|
7.72K
$205K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-40- 76.92% |
$2.52K - $3.04K
|
12
$318
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-42- 1.36% |
$2.65K - $3.19K
|
3.05K
$80.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-46- 1.24% |
$2.9K - $3.49K
|
3.66K
$96.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-46- 0.05% |
$2.9K - $3.49K
|
88.5K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-48- 0.21% |
$3.02K - $3.65K
|
23.2K
$614K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-56- 14.62% |
$3.53K - $4.25K
|
327
$8.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 0.89% |
$3.72K - $4.48K
|
6.55K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-63- 1.37% |
$3.97K - $4.78K
|
4.54K
$120K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-63- 0.36% |
$3.97K - $4.78K
|
17.7K
$468K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-66- 0.45% |
$4.16K - $5.01K
|
14.6K
$388K
|