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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.58K- 3.99% |
$115K - $129K
|
38K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.64K- 11.88% |
$119K - $133K
|
12.1K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 2.49% |
$120K - $134K
|
64.4K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 1.65% |
$120K - $135K
|
98.8K
$2.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.66K- 12.13% |
$121K - $135K
|
12K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.66K- 0.86% |
$121K - $135K
|
192K
$5.32M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 1.74% |
$121K - $136K
|
94.3K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.68K- 2.35% |
$122K - $137K
|
69.7K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.71K- 22.72% |
$125K - $139K
|
5.82K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 33.4% |
$126K - $141K
|
3.44K
$95.3K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.74K- 36.28% |
$127K - $141K
|
3.05K
$84.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.87K- 8.39% |
$136K - $152K
|
20.4K
$565K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.92K- 14.62% |
$140K - $157K
|
11.2K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 5.92% |
$147K - $164K
|
32K
$885K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 10.53% |
$151K - $169K
|
17.6K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 2.97% |
$151K - $169K
|
67.7K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.11K- 0.83% |
$154K - $172K
|
251K
$6.94M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 12.27% |
$154K - $172K
|
15.1K
$418K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.11K- 2.76% |
$154K - $172K
|
74.3K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.21K- 17.43% |
$161K - $180K
|
10.5K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.21K- 29.53% |
$161K - $180K
|
5.28K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.23K- 2.57% |
$163K - $182K
|
84.5K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.31K- 3.19% |
$169K - $188K
|
70.2K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.34K- 23.03% |
$170K - $190K
|
7.81K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.37K- 22.78% |
$173K - $193K
|
8.03K
$222K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.37K- 22.78% |
$173K - $193K
|
8.03K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.43K- 38.67% |
$177K - $198K
|
3.86K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.45K- 2.8% |
$179K - $200K
|
85.3K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 15.13% |
$181K - $202K
|
13.9K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.49K- 11.84% |
$181K - $202K
|
18.5K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.49K- 3.78% |
$181K - $203K
|
63.4K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.51K- 19.41% |
$183K - $204K
|
10.4K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.53K- 13.05% |
$185K - $206K
|
16.9K
$467K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.67K- 8.65% |
$194K - $217K
|
28.2K
$779K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 5.4% |
$195K - $218K
|
47K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.71K- 6.46% |
$197K - $221K
|
39.2K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.94K- 3.62% |
$214K - $240K
|
78.4K
$2.17M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.07K- 7.53% |
$224K - $250K
|
37.7K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.08K- 55.05% |
$225K - $251K
|
2.52K
$69.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.11K- 49.15% |
$226K - $253K
|
3.21K
$89K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.12K- 1.69% |
$227K - $254K
|
182K
$5.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.32K- 3.08% |
$242K - $270K
|
105K
$2.89M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.34K- 15.91% |
$244K - $272K
|
17.7K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.44K- 2.46% |
$251K - $280K
|
137K
$3.78M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.44K- 2.46% |
$251K - $280K
|
137K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.54KClosed |
$258K - $288K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.62K- 9.5% |
$264K - $295K
|
34.5K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.69K- 27.1% |
$269K - $301K
|
9.93K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.69K- 4.48% |
$269K - $301K
|
78.8K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.81K- 2.27% |
$278K - $311K
|
164K
$4.55M
|