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 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-375- 3.15% |
$24.1K - $27.7K
|
11.5K
$328K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-378- 4.11% |
$24.3K - $27.9K
|
8.81K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-380- 7.59% |
$24.4K - $28.1K
|
4.62K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-384- 4.69% |
$24.7K - $28.4K
|
7.81K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-387- 2.17% |
$24.9K - $28.6K
|
17.4K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-390- 1.96% |
$25.1K - $28.8K
|
19.5K
$554K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-396- 0.39% |
$25.4K - $29.3K
|
102K
$2.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-396- 7.63% |
$25.4K - $29.3K
|
4.8K
$137K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400- 8.79% |
$25.7K - $29.6K
|
4.15K
$118K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-404- 2.41% |
$26K - $29.9K
|
16.4K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-405- 2.88% |
$26K - $29.9K
|
13.7K
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-411- 18.61% |
$26.4K - $30.4K
|
1.8K
$51.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-419- 0.72% |
$26.9K - $31K
|
57.9K
$1.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-419- 1.8% |
$26.9K - $31K
|
22.8K
$650K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-425- 2.04% |
$27.3K - $31.4K
|
20.4K
$580K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-429- 4.17% |
$27.6K - $31.7K
|
9.87K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-435- 4.1% |
$27.9K - $32.1K
|
10.2K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-443- 2.13% |
$28.5K - $32.7K
|
20.4K
$581K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-444- 1.24% |
$28.5K - $32.8K
|
35.2K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-444- 0.7% |
$28.5K - $32.8K
|
62.7K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-450- 6.52% |
$28.9K - $33.3K
|
6.45K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-456- 0.3% |
$29.3K - $33.7K
|
152K
$4.32M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-465- 3.4% |
$29.9K - $34.4K
|
13.2K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-470- 1.21% |
$30.2K - $34.7K
|
38.5K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-474- 45.4% |
$30.4K - $35K
|
570
$16.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-478- 6.51% |
$30.7K - $35.3K
|
6.87K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-487- 2.26% |
$31.3K - $36K
|
21.1K
$600K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 3.21% |
$32.1K - $37K
|
15.1K
$430K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-512- 2.19% |
$32.9K - $37.8K
|
22.9K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-516- 1.27% |
$33.1K - $38.1K
|
40.1K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-523- 0.71% |
$33.6K - $38.6K
|
73.6K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-526- 3.14% |
$33.8K - $38.9K
|
16.2K
$462K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-552- 1.02% |
$35.5K - $40.8K
|
53.4K
$1.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-552- 1.58% |
$35.5K - $40.8K
|
34.3K
$978K
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-557- 10.99% |
$35.8K - $41.2K
|
4.51K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-575- 0.29% |
$36.9K - $42.5K
|
199K
$5.68M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-575- 1.39% |
$36.9K - $42.5K
|
40.9K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-579- 14.82% |
$37.2K - $42.8K
|
3.33K
$94.8K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 8.85% |
$38.5K - $44.3K
|
6.18K
$176K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 67.18% |
$39.4K - $45.4K
|
300
$8.54K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-624- 5.97% |
$40.1K - $46.1K
|
9.82K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-625- 0.86% |
$40.2K - $46.2K
|
71.9K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-635- 0.34% |
$40.8K - $46.9K
|
185K
$5.28M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-635- 1.43% |
$40.8K - $46.9K
|
43.8K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-639- 4.19% |
$41K - $47.2K
|
14.6K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-642- 6.67% |
$41.2K - $47.4K
|
8.98K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-669- 12.46% |
$43K - $49.4K
|
4.7K
$134K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-681- 2.2% |
$43.7K - $50.3K
|
30.2K
$861K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-685- 6.59% |
$44K - $50.6K
|
9.71K
$277K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-700- 18.57% |
$45K - $51.7K
|
3.07K
$87.4K
|