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 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.42K+ 95.2% |
$322K - $360K
|
9.07K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.34K+ 5.54% |
$316K - $353K
|
82.6K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.2KNew |
$306K - $342K
|
4.2K
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.15K+ 1.83% |
$302K - $338K
|
231K
$6.43M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.94K+ 2.0% |
$287K - $321K
|
201K
$5.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.92K+ 0.41% |
$286K - $319K
|
960K
$26.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.85K+ 5.04% |
$280K - $313K
|
80.2K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$279K - $312K
|
3.83K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 100.16% |
$274K - $306K
|
7.51K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$273K - $305K
|
3.75K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.74KNew |
$273K - $304K
|
3.74K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67KNew |
$268K - $299K
|
3.67K
$102K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.67K+ 20.67% |
$267K - $299K
|
21.4K
$596K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.62KNew |
$264K - $295K
|
3.62K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.58K+ 38.8% |
$261K - $292K
|
12.8K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.56K+ 31.88% |
$260K - $290K
|
14.7K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.54KNew |
$258K - $288K
|
3.54K
$98.5K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.48KNew |
$254K - $284K
|
3.48K
$96.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.44K+ 1.31% |
$251K - $280K
|
265K
$7.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.42KNew |
$249K - $278K
|
3.42K
$95.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
3.39K+ 73.78% |
$247K - $276K
|
7.97K
$222K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.22K+ 17.4% |
$235K - $263K
|
21.8K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.19K+ 0.54% |
$233K - $260K
|
590K
$16.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.17K+ 2.38% |
$231K - $258K
|
136K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11KNew |
$226K - $253K
|
3.11K
$86.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.04K+ 196.38% |
$221K - $247K
|
4.58K
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3KNew |
$218K - $244K
|
3K
$83.4K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.88KNew |
$210K - $234K
|
2.88K
$80.1K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.73K+ 9.75% |
$199K - $223K
|
30.8K
$856K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 2.21% |
$198K - $221K
|
125K
$3.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.7KNew |
$197K - $220K
|
2.7K
$75.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.69KNew |
$196K - $219K
|
2.69K
$74.8K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.67K+ 29.69% |
$195K - $218K
|
11.7K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.67KNew |
$195K - $218K
|
2.67K
$74.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.67KNew |
$195K - $218K
|
2.67K
$74.4K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.67K+ 1.86% |
$195K - $217K
|
147K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.67K+ 26.92% |
$195K - $217K
|
12.6K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.67KNew |
$194K - $217K
|
2.67K
$74.2K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.63K+ 42.46% |
$192K - $214K
|
8.84K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.63KNew |
$192K - $214K
|
2.63K
$73.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.63K+ 19.91% |
$192K - $214K
|
15.8K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.63KNew |
$191K - $214K
|
2.63K
$73.1K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
2.63KNew |
$191K - $214K
|
2.63K
$73.1K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$190K - $212K
|
2.61K
$72.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2.58K+ 14.22% |
$188K - $210K
|
20.8K
$577K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.58K+ 10.49% |
$188K - $210K
|
27.2K
$756K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.56KNew |
$187K - $208K
|
2.56K
$71.2K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.54KNew |
$185K - $207K
|
2.54K
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.51K+ 2.67% |
$183K - $204K
|
96.2K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.5KNew |
$182K - $203K
|
2.5K
$69.4K
|