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 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
14K+ 5.17% |
$900K - $1.04M
|
285K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.9K+ 36.82% |
$892K - $1.03M
|
51.6K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.8K+ 256.87% |
$886K - $1.02M
|
19.2K
$545K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
13.6K+ 54.21% |
$876K - $1.01M
|
38.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$868K - $999K
|
13.5K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 101.14% |
$850K - $978K
|
26.3K
$749K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.8K+ 42.65% |
$825K - $949K
|
42.9K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.3K+ 56.42% |
$792K - $911K
|
34.2K
$974K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.3K+ 5.53% |
$792K - $911K
|
235K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.9K+ 6.15% |
$767K - $882K
|
206K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11.7KNew |
$751K - $864K
|
11.7K
$333K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
11.7K+ 6.7% |
$749K - $862K
|
186K
$5.29M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4KNew |
$734K - $845K
|
11.4K
$326K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
11.2K+ 7.22% |
$721K - $829K
|
167K
$4.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7K+ 8.86% |
$684K - $787K
|
131K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.4K+ 7.04% |
$669K - $769K
|
158K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
10.1KNew |
$648K - $745K
|
10.1K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.95KNew |
$639K - $735K
|
9.95K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.43KNew |
$606K - $697K
|
9.43K
$269K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
9.08K+ 17.49% |
$583K - $671K
|
61K
$1.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
8.84K+ 1040.24% |
$568K - $653K
|
9.69K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.84K+ 0.92% |
$568K - $653K
|
972K
$27.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.69K+ 56.81% |
$558K - $642K
|
24K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.46KNew |
$544K - $625K
|
8.46K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.91K+ 1.87% |
$508K - $584K
|
431K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.62K+ 12.67% |
$490K - $563K
|
67.8K
$1.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.59K+ 24.43% |
$487K - $561K
|
38.7K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
7.52K+ 3.07% |
$483K - $556K
|
252K
$7.18M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.48K+ 20.28% |
$481K - $553K
|
44.4K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.33K+ 88.96% |
$471K - $541K
|
15.6K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.91K+ 19.44% |
$444K - $511K
|
42.5K
$1.21M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6.89K+ 1375.05% |
$443K - $509K
|
7.39K
$210K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.47K+ 13.38% |
$416K - $478K
|
54.8K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 12.62% |
$399K - $460K
|
55.5K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
6.13K+ 10.69% |
$394K - $453K
|
63.5K
$1.81M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.07K+ 683.77% |
$390K - $448K
|
6.95K
$198K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6KNew |
$386K - $444K
|
6K
$171K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6K+ 425.53% |
$385K - $443K
|
7.41K
$211K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.82K+ 12.04% |
$374K - $430K
|
54.2K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.61K+ 157.48% |
$361K - $415K
|
9.18K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.54KNew |
$356K - $410K
|
5.54K
$158K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
5.19KNew |
$333K - $383K
|
5.19K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.15KNew |
$331K - $381K
|
5.15K
$147K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.01K+ 2.97% |
$322K - $370K
|
174K
$4.95M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.92K+ 8.95% |
$316K - $363K
|
59.8K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4.91K+ 17.17% |
$315K - $363K
|
33.5K
$954K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.73K+ 3.5% |
$304K - $349K
|
140K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$301K - $346K
|
4.69K
$133K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.65KNew |
$299K - $344K
|
4.65K
$132K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.64K+ 92720.0% |
$298K - $343K
|
4.64K
$132K
|