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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.76K- 28.07% |
$306K - $351K
|
12.2K
$347K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.84K- 21.03% |
$311K - $358K
|
18.2K
$517K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.13K- 34.86% |
$330K - $379K
|
9.59K
$273K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.27K- 4.51% |
$338K - $389K
|
111K
$3.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.36K- 2.32% |
$344K - $396K
|
226K
$6.43M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.49K- 48.27% |
$353K - $406K
|
5.88K
$168K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.57K- 7.96% |
$358K - $412K
|
64.4K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.59K- 46.23% |
$359K - $413K
|
6.5K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 0.95% |
$377K - $434K
|
615K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 2.59% |
$400K - $460K
|
234K
$6.66M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-6.27K- 54.01% |
$403K - $464K
|
5.34K
$152K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-6.41K- 44.18% |
$412K - $474K
|
8.1K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.58K- 10.55% |
$422K - $486K
|
55.7K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.63K- 42.91% |
$426K - $490K
|
8.82K
$251K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.68K- 29.79% |
$429K - $494K
|
15.7K
$448K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-6.74K- 66.16% |
$433K - $498K
|
3.45K
$98.2K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7K- 93.32% |
$450K - $517K
|
501
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.18K- 57.69% |
$461K - $531K
|
5.27K
$150K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7.45K- 28.2% |
$479K - $551K
|
19K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.75K- 33.49% |
$498K - $573K
|
15.4K
$438K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-7.8K- 22.71% |
$501K - $576K
|
26.5K
$756K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-8.29K- 42.43% |
$533K - $613K
|
11.3K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8.39K- 24.05% |
$539K - $620K
|
26.5K
$754K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-9.2K- 4.22% |
$591K - $680K
|
209K
$5.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-9.4K- 5.92% |
$604K - $695K
|
149K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.52K- 6.38% |
$611K - $703K
|
140K
$3.98M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-10K- 11.81% |
$645K - $742K
|
74.9K
$2.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10.1K- 21.21% |
$646K - $743K
|
37.4K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-10.6K- 9.85% |
$683K - $785K
|
97.3K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-11.7K- 12.14% |
$752K - $865K
|
84.7K
$2.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 23.24% |
$768K - $884K
|
39.5K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-12.1K- 19.71% |
$775K - $892K
|
49.2K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.6K- 3.47% |
$813K - $935K
|
352K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12.7K- 4.66% |
$816K - $938K
|
260K
$7.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-13K- 13.13% |
$837K - $963K
|
86.2K
$2.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.4K- 1.32% |
$860K - $990K
|
1M
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.5K- 5.4% |
$870K - $1M
|
237K
$6.76M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.9K- 6.2% |
$891K - $1.02M
|
210K
$5.98M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-14.7K- 16.33% |
$945K - $1.09M
|
75.4K
$2.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-15.8K- 62.43% |
$1.02M - $1.17M
|
9.53K
$271K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 4.95% |
$1.06M - $1.21M
|
315K
$8.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17.3K- 12.24% |
$1.11M - $1.28M
|
124K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-19.5K- 99.65% |
$1.25M - $1.44M
|
68
$1.94K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20.1K- 28.82% |
$1.29M - $1.48M
|
49.6K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-22.9K- 20.49% |
$1.47M - $1.69M
|
88.8K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-24.1K- 73.24% |
$1.55M - $1.78M
|
8.79K
$250K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-24.9K- 20.24% |
$1.6M - $1.84M
|
98.1K
$2.79M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.1K- 58.45% |
$1.61M - $1.85M
|
17.8K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 2.81% |
$1.74M - $2M
|
938K
$26.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-27.6K- 2.68% |
$1.78M - $2.04M
|
1M
$28.5M
|