Purchases and Sales Made in Q1 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
665
+ 0.75%
$42.7K - $49.1K
89K $2.53M
Apr 21, 2023 Q1 2023
Madden Securities Corp

BUY
 -
657
+ 9.45%
$42.2K - $48.6K
7.61K $217K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
655
+ 7.82%
$42.1K - $48.4K
9.04K $257K
Apr 10, 2023 Q1 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
655
+ 2.86%
$42.1K - $48.4K
23.6K $672K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
651
+ 2.95%
$41.8K - $48.1K
22.7K $647K
Apr 24, 2023 Q1 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
651
+ 0.9%
$41.8K - $48.1K
72.9K $2.08M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
649
+ 1.0%
$41.7K - $48K
65.4K $1.86M
May 08, 2023 Q1 2023
Northern Capital Management, Inc.

BUY
 -
639
+ 0.64%
$41K - $47.2K
100K $2.85M
Apr 21, 2023 Q1 2023
Asset Planning Services Inc

BUY
 -
625
+ 11.62%
$40.2K - $46.2K
6K $171K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
601
+ 6.2%
$38.6K - $44.4K
10.3K $293K
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
582
+ 6.19%
$37.4K - $43K
9.99K $284K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
573
+ 0.44%
$36.8K - $42.3K
129K $3.69M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
540
+ 4.28%
$34.7K - $39.9K
13.1K $374K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
534
+ 18.5%
$34.3K - $39.5K
3.42K $97.4K
Apr 20, 2023 Q1 2023
Smithbridge Asset Management Inc

BUY
 -
528
+ 0.76%
$33.9K - $39K
70.3K $2M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
516
+ 2.55%
$33.1K - $38.1K
20.8K $591K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
501
+ 26.23%
$32.2K - $37K
2.41K $68.7K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
473
+ 0.31%
$30.4K - $35K
152K $4.32M
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

BUY
 -
470
+ 6.24%
$30.2K - $34.7K
8.01K $228K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
453
+ 4.41%
$29.1K - $33.5K
10.7K $306K
Apr 19, 2023 Q1 2023
Pennsylvania Capital Management Inc

BUY
 -
451
+ 2.93%
$29K - $33.3K
15.8K $451K
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
448
+ 11.71%
$28.8K - $33.1K
4.27K $122K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
426
+ 35.03%
$27.4K - $31.5K
1.64K $46.8K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
423
+ 0.83%
$27.2K - $31.3K
51.4K $1.46M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
404
+ 1.91%
$26K - $29.9K
21.6K $615K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
371
+ 3.07%
$23.8K - $27.4K
12.5K $355K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
358
+ 7.28%
$23K - $26.5K
5.28K $150K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
356
+ 0.06%
$22.9K - $26.3K
582K $16.6M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
355
+ 2.17%
$22.8K - $26.2K
16.7K $475K
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
354
+ 0.54%
$22.7K - $26.2K
65.8K $1.87M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
341
+ 4.76%
$21.9K - $25.2K
7.5K $214K
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
340
+ 1.29%
$21.8K - $25.1K
26.6K $758K
May 08, 2023 Q1 2023
Mc Carthy Asset Management, Inc.

BUY
 -
337
+ 0.5%
$21.6K - $24.9K
67.7K $1.93M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
325
+ 45.65%
$20.9K - $24K
1.04K $29.5K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
306
+ 0.29%
$19.7K - $22.6K
107K $3.05M
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
302
+ 3.4%
$19.4K - $22.3K
9.19K $262K
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
301
+ 8.44%
$19.3K - $22.2K
3.87K $110K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
293
+ 84.2%
$18.8K - $21.7K
641 $18.3K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
293
+ 3.71%
$18.8K - $21.7K
8.18K $233K
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
290
+ 4.05%
$18.6K - $21.4K
7.45K $212K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
289
+ 2.04%
$18.6K - $21.4K
14.4K $411K
May 18, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
280
+ 6.77%
$18K - $20.7K
4.42K $126K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
271
New
$17.4K - $20K
271 $7.72K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
267
+ 0.22%
$17.2K - $19.7K
123K $3.49M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
257
+ 1.62%
$16.5K - $19K
16.1K $459K
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
247
+ 0.78%
$15.9K - $18.3K
32K $911K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
247
+ 0.78%
$15.9K - $18.3K
32K $911K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
244
New
$15.7K - $18K
244 $6.95K
Apr 21, 2023 Q1 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
241
+ 0.15%
$15.5K - $17.8K
157K $4.46M

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