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 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-725- 0.75% |
$46.6K - $53.6K
|
95.8K
$2.73M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-731- 1.88% |
$47K - $54K
|
38.2K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-738- 2.98% |
$47.4K - $54.5K
|
24K
$684K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-743- 2.27% |
$47.7K - $54.9K
|
32.1K
$913K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-746- 2.9% |
$47.9K - $55.1K
|
25K
$712K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-768- 6.75% |
$49.3K - $56.8K
|
10.6K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-769- 0.5% |
$49.4K - $56.8K
|
153K
$4.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-783- 8.12% |
$50.3K - $57.9K
|
8.86K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-790- 5.0% |
$50.7K - $58.4K
|
15K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-792- 8.74% |
$50.9K - $58.5K
|
8.27K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-806- 1.06% |
$51.8K - $59.6K
|
75.3K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-823- 11.37% |
$52.9K - $60.8K
|
6.41K
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-826- 17.86% |
$53.1K - $61K
|
3.8K
$108K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-830- 4.06% |
$53.3K - $61.3K
|
19.6K
$559K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-837- 0.82% |
$53.8K - $61.9K
|
101K
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-839- 12.25% |
$53.9K - $62K
|
6.01K
$171K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-842- 0.72% |
$54.1K - $62.2K
|
116K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-845- 4.28% |
$54.3K - $62.4K
|
18.9K
$538K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-864- 3.69% |
$55.5K - $63.8K
|
22.6K
$642K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-874- 0.49% |
$56.1K - $64.6K
|
179K
$5.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-875- 1.46% |
$56.2K - $64.7K
|
59K
$1.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-875- 9.3% |
$56.2K - $64.7K
|
8.54K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-883- 1.25% |
$56.7K - $65.3K
|
70K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-887- 16.94% |
$57K - $65.5K
|
4.35K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-935- 7.23% |
$60.1K - $69.1K
|
12K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-968- 5.79% |
$62.2K - $71.5K
|
15.7K
$448K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-999- 18.65% |
$64.2K - $73.8K
|
4.36K
$124K
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1K- 6.25% |
$64.2K - $73.9K
|
15K
$427K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 4.31% |
$64.6K - $74.3K
|
22.4K
$637K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.03K- 0.75% |
$66K - $76K
|
135K
$3.85M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.04K- 1.66% |
$66.5K - $76.5K
|
61.5K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.04K- 0.95% |
$66.6K - $76.6K
|
108K
$3.07M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.06K- 5.11% |
$67.8K - $78K
|
19.6K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.06K- 5.11% |
$67.8K - $78K
|
19.6K
$557K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.06K- 5.96% |
$67.8K - $78K
|
16.7K
$475K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.07K- 4.2% |
$69K - $79.4K
|
24.5K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.08K- 8.07% |
$69.6K - $80.1K
|
12.3K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.09K- 2.68% |
$69.7K - $80.2K
|
39.5K
$1.12M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.1K- 10.69% |
$70.7K - $81.4K
|
9.2K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.12K- 1.5% |
$72K - $82.8K
|
73.5K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.16K- 6.96% |
$74.5K - $85.7K
|
15.5K
$441K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.16K- 1.13% |
$74.8K - $86K
|
101K
$2.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.2K- 21.88% |
$77K - $88.6K
|
4.28K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.24K- 2.58% |
$79.5K - $91.5K
|
46.7K
$1.33M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 1.69% |
$81.8K - $94.1K
|
74.1K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.29K- 8.0% |
$82.5K - $95K
|
14.8K
$421K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.3K- 20.63% |
$83.5K - $96.1K
|
5K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 1.24% |
$85.1K - $97.8K
|
106K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.33K- 1.63% |
$85.4K - $98.2K
|
80.2K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.37K- 2.7% |
$87.9K - $101K
|
49.4K
$1.41M
|