Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.07M+ 6.4% |
$69M - $79.3M
|
17.8M
$496M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435K+ 14.76% |
$28M - $32.2M
|
3.39M
$94.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
389K+ 33.12% |
$25M - $28.8M
|
1.57M
$43.6M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
369K+ 374.53% |
$23.7M - $27.3M
|
468K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
328KNew |
$21.1M - $24.3M
|
328K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 52.06% |
$13.1M - $15M
|
593K
$16.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
158KNew |
$10.2M - $11.7M
|
158K
$4.4M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
122KNew |
$7.83M - $9.01M
|
122K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
105K+ 82.26% |
$6.77M - $7.78M
|
233K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
103KNew |
$6.64M - $7.64M
|
103K
$2.88M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89.1K+ 220.4% |
$5.72M - $6.58M
|
130K
$3.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
79.4K+ 7966.5% |
$5.1M - $5.87M
|
80.4K
$2.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
75.2K+ 119.21% |
$4.83M - $5.56M
|
138K
$3.85M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72.7KNew |
$4.67M - $5.37M
|
72.7K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
69.3K+ 506.61% |
$4.45M - $5.12M
|
83K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
64.2KNew |
$4.13M - $4.75M
|
64.2K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
63.3K+ 13.19% |
$4.07M - $4.68M
|
543K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53K+ 129.34% |
$3.41M - $3.92M
|
94K
$2.62M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
51.2KNew |
$3.29M - $3.79M
|
51.2K
$1.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48.8KNew |
$3.13M - $3.61M
|
48.8K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.1K+ 10.08% |
$3.09M - $3.56M
|
525K
$14.6M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
45.4KNew |
$2.92M - $3.36M
|
45.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.4K+ 65.48% |
$2.92M - $3.36M
|
115K
$3.2M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
40.9KNew |
$2.63M - $3.02M
|
40.9K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
34.2K+ 14.68% |
$2.2M - $2.53M
|
267K
$7.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
32.8K+ 9.52% |
$2.11M - $2.42M
|
378K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 4.97% |
$2.09M - $2.4M
|
686K
$19.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
30.2K+ 3.76% |
$1.94M - $2.23M
|
834K
$23.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
28.7K+ 96.9% |
$1.84M - $2.12M
|
58.4K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
27.6K+ 56.18% |
$1.78M - $2.04M
|
76.9K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27.1K+ 5.36% |
$1.74M - $2M
|
533K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 9.5% |
$1.63M - $1.88M
|
293K
$8.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
25.3K+ 13.52% |
$1.63M - $1.87M
|
213K
$5.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24.2K+ 8.51% |
$1.55M - $1.78M
|
308K
$8.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
24K+ 7.06% |
$1.54M - $1.77M
|
364K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.3KNew |
$1.5M - $1.73M
|
23.3K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
23.2K+ 1.78% |
$1.49M - $1.72M
|
1.33M
$37.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.8K+ 13.4% |
$1.4M - $1.61M
|
184K
$5.13M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21.2K+ 6.39% |
$1.36M - $1.57M
|
353K
$9.83M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
20.1K+ 633.29% |
$1.29M - $1.49M
|
23.3K
$649K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
19.4K+ 28585.29% |
$1.25M - $1.44M
|
19.5K
$543K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.9K+ 10.89% |
$1.21M - $1.4M
|
192K
$5.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18.1K+ 28.78% |
$1.16M - $1.33M
|
80.8K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
17.3K+ 22.64% |
$1.11M - $1.28M
|
93.9K
$2.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16.9K+ 1.79% |
$1.09M - $1.25M
|
963K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
15.4KNew |
$991K - $1.14M
|
15.4K
$429K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$984K - $1.13M
|
15.3K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
15K+ 3.63% |
$962K - $1.11M
|
427K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.5K+ 6.68% |
$934K - $1.07M
|
232K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 1.48% |
$914K - $1.05M
|
978K
$27.2M
|