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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
76+ 200.0% |
$2.09K - $6.31K
|
114
$3.37K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
58+ 200.0% |
$1.6K - $4.82K
|
87
$2.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 200.0% |
$1.49K - $4.48K
|
81
$2.39K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38+ 200.0% |
$1.05K - $3.16K
|
57
$1.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 200.0% |
$991 - $2.99K
|
54
$1.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$330 - $996
|
12
$354
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 200.0% |
$220 - $664
|
12
$354
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$110 - $332
|
6
$177
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2New |
$55.1 - $166
|
2
$59.1
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$27.5 - $83
|
2.42M
$71.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.63% |
$27.5 - $83
|
160
$4.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$138 - $415
|
6
$177
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$193 - $581
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-146- 0.63% |
$4.02K - $12.1K
|
23K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-528- 5.11% |
$14.5K - $43.8K
|
9.8K
$289K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-726- 1.18% |
$20K - $60.3K
|
60.9K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-824- 0.54% |
$22.7K - $68.4K
|
153K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.12K- 54.49% |
$30.9K - $93.3K
|
938
$27.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 6.8% |
$31.9K - $96.1K
|
15.8K
$468K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.49KClosed |
$68.4K - $206K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-3.35K- 21.67% |
$92.1K - $278K
|
12.1K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-6.72K- 2.88% |
$185K - $558K
|
227K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.65% |
$315K - $951K
|
6.54K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-13.1K- 28.69% |
$360K - $1.09M
|
32.5K
$960K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-17.2K- 24.71% |
$475K - $1.43M
|
52.5K
$1.55M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.6K- 23.12% |
$704K - $2.12M
|
85.1K
$2.51M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-37.8K- 44.02% |
$1.04M - $3.14M
|
48.1K
$1.42M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 10.93% |
$1.16M - $3.51M
|
345K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-42.5K- 98.86% |
$1.17M - $3.53M
|
491
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.7K- 27.79% |
$1.84M - $5.54M
|
173K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-209K- 11.55% |
$5.76M - $17.4M
|
1.6M
$47.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-278K- 80.85% |
$7.66M - $23.1M
|
65.9K
$1.95M
|