Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-299- 1.88% |
$21.8K - $24.3K
|
15.6K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 69.44% |
$21.9K - $24.4K
|
132
$3.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 1.59% |
$22.2K - $24.8K
|
18.8K
$541K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-322- 0.72% |
$23.5K - $26.2K
|
44.2K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-328- 5.01% |
$23.9K - $26.7K
|
6.23K
$179K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-331- 7.89% |
$24.1K - $27K
|
3.87K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-334- 1.45% |
$24.3K - $27.2K
|
22.7K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-334- 77.49% |
$24.3K - $27.2K
|
97
$2.8K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-343- 0.31% |
$25K - $27.9K
|
112K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-343- 4.45% |
$25K - $27.9K
|
7.36K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-355- 2.25% |
$25.9K - $28.9K
|
15.4K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-356- 0.29% |
$25.9K - $29K
|
122K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-363- 1.78% |
$26.5K - $29.6K
|
20K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-365- 2.29% |
$26.6K - $29.7K
|
15.5K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-382- 0.72% |
$27.8K - $31.1K
|
52.6K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-388- 2.69% |
$28.3K - $31.6K
|
14K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-401- 3.79% |
$29.2K - $32.7K
|
10.2K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-402- 1.94% |
$29.3K - $32.7K
|
20.4K
$587K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-405- 36.55% |
$29.5K - $33K
|
703
$20.3K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-413- 3.31% |
$30.1K - $33.6K
|
12.1K
$348K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-415- 4.52% |
$30.2K - $33.8K
|
8.76K
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-420- 6.57% |
$30.6K - $34.2K
|
5.98K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-425- 5.15% |
$31K - $34.6K
|
7.83K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-429- 5.24% |
$31.3K - $34.9K
|
7.77K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 1.01% |
$32.4K - $36.2K
|
43.5K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-445- 42.95% |
$32.4K - $36.2K
|
591
$17K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-454- 0.96% |
$33.1K - $37K
|
46.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-460- 8.57% |
$33.5K - $37.5K
|
4.91K
$141K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-466- 0.37% |
$34K - $37.9K
|
126K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-468- 0.41% |
$34.1K - $38.1K
|
113K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 0.07% |
$34.3K - $38.3K
|
635K
$18.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-478- 19.53% |
$34.8K - $38.9K
|
1.97K
$56.7K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-495- 9.68% |
$36.1K - $40.3K
|
4.62K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-509- 2.64% |
$37.1K - $41.4K
|
18.8K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-509- 54.26% |
$37.1K - $41.4K
|
429
$12.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-514- 2.35% |
$37.5K - $41.9K
|
21.3K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-527- 5.67% |
$38.4K - $42.9K
|
8.78K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-539- 1.87% |
$39.3K - $43.9K
|
28.2K
$814K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-551- 1.1% |
$40.2K - $44.9K
|
49.7K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-557- 1.08% |
$40.6K - $45.4K
|
51K
$1.47M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-564- 4.71% |
$41.1K - $45.9K
|
11.4K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-595- 2.87% |
$43.4K - $48.5K
|
20.1K
$580K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-624- 38.85% |
$45.5K - $50.8K
|
982
$28.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-624- 3.16% |
$45.5K - $50.8K
|
19.1K
$551K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-625- 13.93% |
$45.6K - $50.9K
|
3.86K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-637- 2.83% |
$46.4K - $51.9K
|
21.9K
$630K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-645- 1.4% |
$47K - $52.5K
|
45.6K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-661- 6.3% |
$48.2K - $53.8K
|
9.84K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-663- 20.01% |
$48.3K - $54K
|
2.65K
$76.4K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-666- 1.09% |
$48.5K - $54.2K
|
60.2K
$1.74M
|