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
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.47K- 8.38% |
$94.2K - $108K
|
16K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.65K- 12.36% |
$106K - $122K
|
11.7K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 1.36% |
$108K - $124K
|
121K
$3.46M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 1.2% |
$111K - $128K
|
142K
$4.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 2.5% |
$111K - $128K
|
67.5K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.74K- 12.26% |
$112K - $128K
|
12.4K
$354K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.74K- 3.57% |
$112K - $129K
|
47.1K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.8K- 1.94% |
$115K - $133K
|
90.8K
$2.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.81K- 0.91% |
$116K - $134K
|
196K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.87K- 3.62% |
$120K - $138K
|
49.8K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.95K- 4.75% |
$125K - $144K
|
39.2K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.07K- 15.61% |
$133K - $153K
|
11.2K
$318K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.07K- 6.5% |
$133K - $153K
|
29.8K
$848K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.08K- 8.09% |
$133K - $154K
|
23.6K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.14K- 10.77% |
$137K - $158K
|
17.7K
$504K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.7% |
$140K - $161K
|
44K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.2K- 1.5% |
$141K - $163K
|
144K
$4.11M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.2K- 1.5% |
$141K - $163K
|
144K
$4.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.2K- 2.83% |
$142K - $163K
|
75.7K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-2.21K- 7.92% |
$142K - $163K
|
25.7K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.25K- 7.6% |
$145K - $166K
|
27.4K
$781K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.3K- 2.79% |
$148K - $170K
|
80.3K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.31K- 28.21% |
$149K - $171K
|
5.88K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.31K- 2.81% |
$149K - $171K
|
80K
$2.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.36K- 1.11% |
$152K - $174K
|
210K
$5.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.57K- 2.68% |
$165K - $190K
|
93.5K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.58K- 1.54% |
$166K - $191K
|
165K
$4.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.59K- 8.77% |
$166K - $191K
|
26.9K
$767K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-2.75K- 1.56% |
$177K - $203K
|
174K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.76K- 2.3% |
$177K - $204K
|
118K
$3.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.87K- 0.21% |
$184K - $212K
|
1.34M
$38.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 7.64% |
$185K - $213K
|
34.9K
$994K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-2.91K- 1.71% |
$187K - $215K
|
167K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.01K- 2.15% |
$193K - $222K
|
137K
$3.89M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.05K- 6.41% |
$196K - $225K
|
44.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.13K- 21.13% |
$201K - $232K
|
11.7K
$333K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.15K- 3.58% |
$202K - $233K
|
84.9K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.32K- 6.86% |
$213K - $245K
|
45.1K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.46K- 11.95% |
$222K - $256K
|
25.5K
$726K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.48K- 17.94% |
$224K - $257K
|
15.9K
$453K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.61K- 13.42% |
$232K - $267K
|
23.3K
$663K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.62K- 2.23% |
$232K - $267K
|
159K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.71K- 6.41% |
$238K - $274K
|
54.2K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4K- 4.53% |
$257K - $296K
|
84.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.09K- 25.8% |
$262K - $302K
|
11.7K
$335K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.1K- 41.21% |
$263K - $303K
|
5.85K
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.13K- 9.29% |
$265K - $305K
|
40.3K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.19K- 23.47% |
$269K - $309K
|
13.7K
$389K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.25K- 2.17% |
$273K - $314K
|
192K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.35K- 9.37% |
$279K - $321K
|
42.1K
$1.2M
|