Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.62K+ 197.82% |
$237K - $716K
|
13K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8.59K+ 201.31% |
$237K - $714K
|
12.9K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.54K+ 200.66% |
$235K - $709K
|
12.8K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
8.5K+ 185.87% |
$234K - $706K
|
13.1K
$320K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.5K+ 200.0% |
$234K - $706K
|
12.7K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.49K+ 200.0% |
$234K - $705K
|
12.7K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.47K+ 270.63% |
$233K - $703K
|
11.6K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.29K+ 200.61% |
$228K - $688K
|
12.4K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
8.11K+ 199.98% |
$223K - $673K
|
12.2K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.03KNew |
$221K - $667K
|
8.03K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.02K+ 1931.57% |
$221K - $666K
|
8.43K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
7.99K+ 200.0% |
$220K - $663K
|
12K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 142.05% |
$217K - $655K
|
13.4K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.87K+ 239.3% |
$217K - $654K
|
11.2K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7.86K+ 201.95% |
$216K - $653K
|
11.7K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.86K+ 199.37% |
$216K - $652K
|
11.8K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.86K+ 210.7% |
$216K - $652K
|
11.6K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.79K+ 200.13% |
$214K - $647K
|
11.7K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.75KNew |
$213K - $643K
|
7.75K
$190K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 206.27% |
$212K - $640K
|
11.4K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 198.25% |
$212K - $639K
|
11.6K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.66KNew |
$211K - $636K
|
7.66K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.65K+ 200.03% |
$211K - $636K
|
11.5K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.61K+ 245.69% |
$210K - $632K
|
10.7K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
7.55K+ 201.23% |
$208K - $627K
|
11.3K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
7.47K+ 205.78% |
$206K - $620K
|
11.1K
$272K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.44KNew |
$205K - $618K
|
7.44K
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.43K+ 224.42% |
$205K - $617K
|
10.7K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.37K+ 198.63% |
$203K - $612K
|
11.1K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.37K+ 48.3% |
$203K - $612K
|
22.6K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.33K+ 191.76% |
$202K - $608K
|
11.1K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.31K+ 205.05% |
$201K - $607K
|
10.9K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.29KNew |
$201K - $605K
|
7.29K
$178K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.26K+ 197.01% |
$200K - $603K
|
10.9K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.25K+ 199.97% |
$200K - $602K
|
10.9K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$177K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.16K+ 199.89% |
$197K - $595K
|
10.7K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.14K+ 197.37% |
$196K - $592K
|
10.8K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$195K - $588K
|
7.08K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.05K+ 168.79% |
$194K - $586K
|
11.2K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.04K+ 199.94% |
$194K - $584K
|
10.6K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
6.94K+ 202.72% |
$191K - $576K
|
10.4K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.86K+ 263.64% |
$189K - $570K
|
9.46K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.8K+ 214.08% |
$187K - $564K
|
9.97K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.71K+ 199.97% |
$185K - $557K
|
10.1K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$183K - $552K
|
6.65K
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.61K+ 18.34% |
$182K - $549K
|
42.7K
$1.05M
|