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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03KNew |
$74.9K - $83.6K
|
1.03K
$28.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.01K+ 0.7% |
$73.7K - $82.3K
|
146K
$4.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1K+ 9.45% |
$72.9K - $81.4K
|
11.6K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
974+ 541.11% |
$71K - $79.3K
|
1.15K
$32.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
963+ 59.81% |
$70.2K - $78.4K
|
2.57K
$71.6K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
926+ 4.12% |
$67.5K - $75.4K
|
23.4K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
900+ 6.35% |
$65.6K - $73.3K
|
15.1K
$419K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
899New |
$65.5K - $73.2K
|
899
$25K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
887+ 1.83% |
$64.7K - $72.2K
|
49.5K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
875+ 0.84% |
$63.8K - $71.3K
|
105K
$2.92M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
866+ 1.74% |
$63.1K - $70.5K
|
50.7K
$1.41M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
850New |
$62K - $69.2K
|
850
$23.7K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
845+ 5.65% |
$61.6K - $68.8K
|
15.8K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
828+ 1.54% |
$60.4K - $67.4K
|
54.7K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
820+ 5.68% |
$59.8K - $66.8K
|
15.3K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
756+ 7.99% |
$55.1K - $61.6K
|
10.2K
$285K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
728+ 13.78% |
$53.1K - $59.3K
|
6.01K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
728+ 12.51% |
$53.1K - $59.3K
|
6.55K
$182K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
700+ 0.38% |
$51K - $57K
|
184K
$5.11M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
698+ 12.94% |
$50.9K - $56.8K
|
6.09K
$170K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
696+ 2.12% |
$50.7K - $56.7K
|
33.5K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
669+ 0.32% |
$48.8K - $54.5K
|
210K
$5.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
652+ 4.32% |
$47.5K - $53.1K
|
15.7K
$438K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
651New |
$47.5K - $53K
|
651
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
598+ 4.05% |
$43.6K - $48.7K
|
15.4K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
591New |
$43.1K - $48.1K
|
591
$16.4K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
588+ 0.6% |
$42.9K - $47.9K
|
98.4K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 1.24% |
$42.6K - $47.6K
|
47.8K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
581+ 0.97% |
$42.3K - $47.3K
|
60.5K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
558+ 0.65% |
$40.7K - $45.4K
|
86.3K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
532+ 3.22% |
$38.8K - $43.3K
|
17K
$474K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
518+ 3.02% |
$37.8K - $42.2K
|
17.7K
$492K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
512+ 2.34% |
$37.3K - $41.7K
|
22.4K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
489New |
$35.6K - $39.8K
|
489
$13.6K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
470+ 7.25% |
$34.3K - $38.3K
|
6.96K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
467+ 1.33% |
$34K - $38K
|
35.6K
$990K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
462+ 2.79% |
$33.7K - $37.6K
|
17K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
459+ 5.55% |
$33.5K - $37.4K
|
8.73K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
451+ 2.46% |
$32.9K - $36.7K
|
18.8K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
446+ 1.49% |
$32.5K - $36.3K
|
30.4K
$847K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
406+ 0.38% |
$29.6K - $33.1K
|
108K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
406+ 4.18% |
$29.6K - $33.1K
|
10.1K
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 11.7% |
$29.2K - $32.6K
|
3.82K
$106K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
393+ 5.45% |
$28.6K - $32K
|
7.61K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
390+ 3900.0% |
$28.4K - $31.8K
|
400
$11.1K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
386+ 0.97% |
$28.1K - $31.4K
|
40.2K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
384+ 1.3% |
$28K - $31.3K
|
29.9K
$832K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
375+ 12.3% |
$27.3K - $30.5K
|
3.42K
$95.3K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
367+ 13.31% |
$26.8K - $29.9K
|
3.12K
$86.9K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
354+ 0.17% |
$25.8K - $28.8K
|
208K
$5.79M
|