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
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-143
- 0.55%
$9.19K - $10.6K
25.7K $731K
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-144
- 1.08%
$9.25K - $10.6K
13.1K $374K
Jun 26, 2023 Q1 2023
Triton Wealth Management, Pllc

SELL
 -
-145
- 2.21%
$9.31K - $10.7K
6.42K $183K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-148
- 0.21%
$9.51K - $10.9K
69.8K $1.99M
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

SELL
 -
-150
- 0.13%
$9.64K - $11.1K
115K $3.28M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-150
- 42.86%
$9.64K - $11.1K
200 $5.7K
Apr 25, 2023 Q1 2023
Hendershot Investments Inc.

SELL
 -
-152
- 2.56%
$9.76K - $11.2K
5.79K $165K
May 09, 2023 Q1 2023
Motco

SELL
 -
-155
- 16.23%
$9.96K - $11.5K
800 $22.8K
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-160
- 2.87%
$10.3K - $11.8K
5.42K $154K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-164
- 3.19%
$10.5K - $12.1K
4.97K $142K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

SELL
 -
-179
- 4.14%
$11.5K - $13.2K
4.15K $118K
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-180
Closed
$11.6K - $13.3K
0 $0
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
SELL
 -
-188
- 4.06%
$12.1K - $13.9K
4.44K $126K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-190
- 1.79%
$12.2K - $14K
10.4K $297K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-197
- 0.67%
$12.7K - $14.6K
29.3K $835K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-200
- 3.96%
$12.8K - $14.8K
4.85K $138K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
SELL
 -
-206
- 1.13%
$13.2K - $15.2K
18K $512K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

SELL
 -
-208
- 2.1%
$13.4K - $15.4K
9.69K $276K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-208
- 0.94%
$13.4K - $15.4K
22K $627K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-221
- 0.44%
$14.2K - $16.3K
49.6K $1.41M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-221
- 0.69%
$14.2K - $16.3K
31.8K $905K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

SELL
 -
-234
- 1.05%
$15K - $17.3K
22K $627K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-236
- 1.2%
$15.2K - $17.4K
19.4K $551K
Apr 12, 2023 Q1 2023
Von Berge Wealth Management Group, LLC

SELL
 -
-248
- 0.54%
$15.9K - $18.3K
45.3K $1.29M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-250
- 0.8%
$16.1K - $18.5K
31.1K $885K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

SELL
 -
-250
- 0.8%
$16.1K - $18.5K
31.1K $885K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-258
- 51.6%
$16.6K - $19.1K
242 $6.89K
Apr 14, 2023 Q1 2023
Ledge Wealth Management, Inc.

SELL
 -
-260
- 7.69%
$16.7K - $19.2K
3.12K $88.9K
May 12, 2023 Q1 2023
Independent Advisor Alliance

SELL
 -
-262
- 3.26%
$16.8K - $19.4K
7.79K $222K
Apr 21, 2023 Q1 2023
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-267
- 6.85%
$17.2K - $19.7K
3.63K $103K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-267
- 0.69%
$17.2K - $19.7K
38.4K $1.09M
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-271
Closed
$17.4K - $20K
0 $0
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-282
- 3.96%
$18.1K - $20.8K
6.84K $195K
May 09, 2023 Q1 2023
Ballast Advisors LLC

SELL
 -
-285
- 5.44%
$18.3K - $21.1K
4.96K $141K
May 10, 2023 Q1 2023
S.A. Mason LLC

SELL
 -
-295
- 1.75%
$19K - $21.8K
16.6K $473K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-299
- 6.65%
$19.2K - $22.1K
4.2K $120K
May 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-300
- 6.58%
$19.3K - $22.2K
4.26K $121K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

SELL
 -
-302
- 0.86%
$19.4K - $22.3K
35K $996K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-303
- 59.53%
$19.5K - $22.4K
206 $5.87K
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

SELL
 -
-312
- 0.8%
$20K - $23.1K
38.6K $1.1M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-312
- 53.52%
$20K - $23.1K
271 $7.72K
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
SELL
 -
-316
- 4.27%
$20.3K - $23.4K
7.08K $202K
Apr 28, 2023 Q1 2023
Newman Dignan & Sheerar, Inc.

SELL
 -
-328
- 0.38%
$21.1K - $24.2K
86.9K $2.48M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-336
- 4.06%
$21.6K - $24.8K
7.95K $226K
May 15, 2023 Q1 2023
ETF Store, Inc.

SELL
 -
-342
- 1.61%
$22K - $25.3K
20.9K $596K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-349
- 1.62%
$22.4K - $25.8K
21.2K $603K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-350
- 1.13%
$22.5K - $25.9K
30.7K $874K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

SELL
 -
-360
- 3.16%
$23.1K - $26.6K
11K $314K
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

SELL
 -
-372
- 0.37%
$23.9K - $27.5K
99.1K $2.82M

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