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
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 60.94% |
$1.84M - $2.12M
|
18.4K
$524K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-28.9K- 20.8% |
$1.86M - $2.14M
|
110K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31.9K- 23.88% |
$2.05M - $2.36M
|
102K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-35K- 9.57% |
$2.25M - $2.59M
|
331K
$9.43M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.2K- 2.12% |
$2.26M - $2.6M
|
1.62M
$46.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37K- 13.45% |
$2.37M - $2.73M
|
238K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38.3K- 31.36% |
$2.46M - $2.83M
|
83.7K
$2.39M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-38.9K- 46.85% |
$2.5M - $2.88M
|
44.1K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-41.8K- 31.66% |
$2.68M - $3.09M
|
90.2K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.1K- 6.57% |
$2.89M - $3.33M
|
641K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.9K- 3.64% |
$3.01M - $3.46M
|
1.24M
$35.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-50.7K- 78.7% |
$3.25M - $3.74M
|
13.7K
$390K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51.9K- 7.26% |
$3.33M - $3.83M
|
662K
$18.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-52.8K- 11.73% |
$3.39M - $3.9M
|
397K
$11.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-55.7K- 31.77% |
$3.58M - $4.11M
|
120K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.3K- 35.44% |
$3.87M - $4.46M
|
110K
$3.13M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-64.5K- 90.29% |
$4.14M - $4.77M
|
6.94K
$198K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-72.8K- 5.3% |
$4.68M - $5.38M
|
1.3M
$37.1M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-80.9K- 4.73% |
$5.2M - $5.98M
|
1.63M
$46.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-110K- 62.01% |
$7.04M - $8.1M
|
67.2K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-112K- 22.67% |
$7.2M - $8.28M
|
382K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-142K- 15.98% |
$9.1M - $10.5M
|
745K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-259K- 24.5% |
$16.7M - $19.2M
|
799K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-295K- 2.74% |
$18.9M - $21.8M
|
10.5M
$298M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-352K- 39.82% |
$22.6M - $26M
|
532K
$15.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-794K- 53.1% |
$51M - $58.7M
|
701K
$20M
|