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 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
239+ 6.64% |
$15.4K - $17.7K
|
3.84K
$109K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
238New |
$15.3K - $17.6K
|
238
$6.78K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
237+ 2.07% |
$15.2K - $17.5K
|
11.7K
$333K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
234+ 3.42% |
$15K - $17.3K
|
7.08K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
225+ 1.59% |
$14.5K - $16.6K
|
14.4K
$410K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
224+ 3.93% |
$14.4K - $16.6K
|
5.93K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
216+ 25.68% |
$13.9K - $16K
|
1.06K
$30.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
195+ 0.5% |
$12.5K - $14.4K
|
39.6K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
BUY
|
- |
194+ 0.85% |
$12.5K - $14.3K
|
23K
$654K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
192+ 1.18% |
$12.3K - $14.2K
|
16.4K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
190+ 0.23% |
$12.2K - $14K
|
82.2K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
190+ 1.82% |
$12.2K - $14K
|
10.6K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
190+ 0.63% |
$12.2K - $14K
|
30.3K
$863K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
183+ 2.52% |
$11.8K - $13.5K
|
7.46K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
162+ 1.29% |
$10.4K - $12K
|
12.8K
$363K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
162+ 3.0% |
$10.4K - $12K
|
5.56K
$158K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
160New |
$10.3K - $11.8K
|
160
$4.56K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
157+ 0.74% |
$10.1K - $11.6K
|
21.4K
$610K
|
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
149+ 0.86% |
$9.57K - $11K
|
17.4K
$497K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
146+ 1.7% |
$9.38K - $10.8K
|
8.72K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
133+ 2.33% |
$8.54K - $9.83K
|
5.83K
$166K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
132+ 2.57% |
$8.48K - $9.75K
|
5.26K
$150K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
131+ 45.96% |
$8.42K - $9.68K
|
416
$11.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
120+ 2.06% |
$7.71K - $8.87K
|
5.94K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
115+ 1.7% |
$7.39K - $8.5K
|
6.88K
$196K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
115+ 0.27% |
$7.39K - $8.5K
|
42.5K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
115+ 0.32% |
$7.39K - $8.5K
|
36.1K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
111+ 2.51% |
$7.13K - $8.2K
|
4.53K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
110+ 88.0% |
$7.07K - $8.13K
|
235
$6.69K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
105+ 1.01% |
$6.75K - $7.76K
|
10.5K
$300K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
101+ 0.47% |
$6.49K - $7.46K
|
21.4K
$610K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
96+ 0.71% |
$6.17K - $7.09K
|
13.6K
$389K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 0.15% |
$6.1K - $7.02K
|
64.6K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
93+ 0.16% |
$5.97K - $6.87K
|
58.3K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
85New |
$5.46K - $6.28K
|
85
$2.42K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 1.47% |
$5.2K - $5.99K
|
5.58K
$159K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78New |
$5.01K - $5.76K
|
78
$2.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
77+ 0.94% |
$4.95K - $5.69K
|
8.31K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 0.15% |
$4.63K - $5.32K
|
48.6K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
72New |
$4.63K - $5.32K
|
72
$2.05K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
67+ 0.22% |
$4.3K - $4.95K
|
30.1K
$858K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
65New |
$4.18K - $4.8K
|
65
$1.85K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56+ 0.73% |
$3.6K - $4.14K
|
7.69K
$219K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
54+ 18.62% |
$3.47K - $3.99K
|
344
$9.8K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
53+ 0.26% |
$3.4K - $3.92K
|
20.6K
$588K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
48New |
$3.08K - $3.55K
|
48
$1.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
46+ 0.31% |
$2.96K - $3.4K
|
14.9K
$423K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
43+ 0.36% |
$2.76K - $3.18K
|
12.1K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
37+ 0.36% |
$2.38K - $2.73K
|
10.3K
$292K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
28+ 0.16% |
$1.8K - $2.07K
|
17.5K
$498K
|