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 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
4.62K+ 1.65% |
$297K - $341K
|
285K
$8.12M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.59K+ 194.33% |
$295K - $339K
|
6.95K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.55K+ 4.58% |
$292K - $336K
|
104K
$2.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
4.41K+ 49.83% |
$283K - $326K
|
13.2K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.39KNew |
$282K - $324K
|
4.39K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.38KNew |
$281K - $324K
|
4.38K
$125K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
4.36KNew |
$280K - $322K
|
4.36K
$124K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.3K+ 12.06% |
$276K - $318K
|
40K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.3K+ 13.62% |
$276K - $318K
|
35.9K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.12KNew |
$265K - $304K
|
4.12K
$117K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.09KNew |
$263K - $302K
|
4.09K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.79K+ 118.06% |
$243K - $280K
|
6.99K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 47.95% |
$242K - $279K
|
11.6K
$331K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.69KNew |
$237K - $273K
|
3.69K
$105K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.63K+ 5.83% |
$233K - $268K
|
65.8K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.44KNew |
$221K - $254K
|
3.44K
$98K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.35K+ 58.22% |
$215K - $247K
|
9.1K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.33K+ 5.14% |
$214K - $246K
|
68.1K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.33KNew |
$214K - $246K
|
3.33K
$94.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.28K+ 3.46% |
$210K - $242K
|
97.9K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.27KNew |
$210K - $242K
|
3.27K
$93.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.22K+ 15.51% |
$207K - $238K
|
24K
$683K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$200K - $230K
|
3.12K
$88.8K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.08KNew |
$198K - $228K
|
3.08K
$87.8K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.03K+ 3.47% |
$195K - $224K
|
90.3K
$2.57M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.03KNew |
$195K - $224K
|
3.03K
$86.3K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.01K+ 60.67% |
$193K - $222K
|
7.96K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.99KNew |
$192K - $221K
|
2.99K
$85K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.98KNew |
$191K - $220K
|
2.98K
$84.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.97KNew |
$191K - $219K
|
2.97K
$84.5K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91K+ 10.01% |
$187K - $215K
|
32K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.89K+ 3.42% |
$186K - $214K
|
87.4K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 5.01% |
$172K - $198K
|
56.2K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.59K+ 2.59% |
$167K - $192K
|
103K
$2.92M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.57K+ 2.02% |
$165K - $190K
|
129K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.5K+ 1.4% |
$160K - $185K
|
181K
$5.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
2.49KNew |
$160K - $184K
|
2.49K
$70.8K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.41K+ 0.81% |
$155K - $178K
|
300K
$8.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.34K+ 1.53% |
$150K - $173K
|
155K
$4.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.28KNew |
$146K - $168K
|
2.28K
$64.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.15K+ 2.41% |
$138K - $159K
|
91.3K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.13K+ 0.74% |
$137K - $157K
|
291K
$8.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.1K+ 1.65% |
$135K - $155K
|
129K
$3.68M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 3.8% |
$135K - $155K
|
57.2K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.98K+ 6.0% |
$127K - $147K
|
35.1K
$999K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.98K+ 16.79% |
$127K - $146K
|
13.8K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.95K+ 3.6% |
$125K - $144K
|
56.1K
$1.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.87K+ 2.33% |
$120K - $138K
|
81.8K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.86K+ 1.03% |
$119K - $137K
|
183K
$5.2M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.86K+ 14.03% |
$119K - $137K
|
15.1K
$430K
|