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
|
Zhang Financial LLC
|
BUY
|
- |
1.8K+ 7.41% |
$116K - $133K
|
26K
$742K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.72K+ 1.46% |
$110K - $127K
|
119K
$3.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 2.76% |
$107K - $123K
|
62.1K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.64K+ 3.97% |
$105K - $121K
|
42.9K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.55K+ 2.86% |
$99.6K - $115K
|
55.8K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.53K+ 1.96% |
$98K - $113K
|
79.2K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.47KNew |
$94.7K - $109K
|
1.47K
$42K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.45K+ 16.17% |
$93K - $107K
|
10.4K
$296K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.42K+ 1.32% |
$91.3K - $105K
|
109K
$3.12M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.38KNew |
$88.7K - $102K
|
1.38K
$39.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 1.92% |
$87.2K - $100K
|
72.2K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 9.29% |
$86.7K - $99.7K
|
15.9K
$452K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.35K+ 0.54% |
$86.4K - $99.4K
|
251K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 55.36% |
$86.3K - $99.2K
|
3.77K
$107K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 0.57% |
$85.6K - $98.5K
|
236K
$6.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.33K+ 13.47% |
$85.2K - $98.1K
|
11.2K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.31K+ 3.1% |
$84.2K - $96.8K
|
43.6K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
1.3K+ 7.37% |
$83.4K - $96K
|
18.9K
$539K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.3K+ 3.9% |
$83.3K - $95.8K
|
34.5K
$983K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.28K+ 852.0% |
$82.1K - $94.4K
|
1.43K
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.28K+ 2.04% |
$82K - $94.4K
|
63.8K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.26KNew |
$81.1K - $93.3K
|
1.26K
$35.9K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.26K+ 0.37% |
$80.7K - $92.8K
|
345K
$9.83M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.25K+ 54.89% |
$80K - $92K
|
3.51K
$100K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 30.79% |
$76.7K - $88.2K
|
5.07K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.6% |
$75.6K - $87K
|
74.9K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.15K+ 7.93% |
$73.8K - $84.9K
|
15.6K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.08K+ 2.33% |
$69.4K - $79.9K
|
47.5K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 0.56% |
$69.3K - $79.7K
|
195K
$5.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
1.06K+ 3.51% |
$68.2K - $78.5K
|
31.3K
$891K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
991+ 7.71% |
$63.7K - $73.2K
|
13.8K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
981+ 0.62% |
$63K - $72.5K
|
160K
$4.56M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
981+ 0.62% |
$63K - $72.5K
|
160K
$4.56M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
972+ 15.92% |
$62.4K - $71.8K
|
7.08K
$202K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
952+ 3.99% |
$61.2K - $70.4K
|
24.8K
$707K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
943New |
$60.6K - $69.7K
|
943
$26.9K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
942+ 5.75% |
$60.5K - $69.6K
|
17.3K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
936+ 0.53% |
$60.1K - $69.2K
|
178K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
925+ 6.67% |
$59.4K - $68.4K
|
14.8K
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
896+ 0.86% |
$57.6K - $66.2K
|
106K
$3.01M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
893+ 1.24% |
$57.4K - $66K
|
72.9K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
823+ 3.76% |
$52.9K - $60.8K
|
22.7K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
807+ 17.08% |
$51.8K - $59.6K
|
5.53K
$158K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
788+ 0.84% |
$50.6K - $58.2K
|
94.4K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
751New |
$48.2K - $55.5K
|
751
$21.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
751+ 16.74% |
$48.2K - $55.5K
|
5.24K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
730+ 4.77% |
$46.9K - $53.9K
|
16K
$457K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
703+ 2.24% |
$45.2K - $52K
|
32.1K
$915K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
681+ 2.95% |
$43.7K - $50.3K
|
23.8K
$677K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
675+ 1.3% |
$43.4K - $49.9K
|
52.8K
$1.5M
|