Purchases and Sales Made in Q2 2023 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 62.46% |
$72.1K - $78.5K
|
664
$19.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.12K- 5.71% |
$73.1K - $79.6K
|
18.5K
$533K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.17K- 12.29% |
$76.5K - $83.2K
|
8.35K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.18K- 7.52% |
$77.3K - $84.1K
|
14.6K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.2K- 7.49% |
$78.5K - $85.4K
|
14.8K
$428K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.24K- 5.01% |
$80.6K - $87.7K
|
23.4K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.28K- 1.46% |
$83.4K - $90.7K
|
86.2K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.3K- 4.28% |
$84.7K - $92.2K
|
29K
$836K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.33K- 11.31% |
$86.6K - $94.2K
|
10.4K
$300K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.37K- 99.2% |
$89.4K - $97.3K
|
11
$317
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.41K- 20.29% |
$91.9K - $100K
|
5.53K
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.48K- 9.79% |
$96.4K - $105K
|
13.6K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 3.0% |
$97K - $106K
|
48.1K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.5K- 7.62% |
$98.1K - $107K
|
18.2K
$525K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.53K- 3.74% |
$99.8K - $109K
|
39.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 2.81% |
$103K - $112K
|
54.6K
$1.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.61K- 6.57% |
$105K - $114K
|
22.9K
$660K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.61K- 7.81% |
$105K - $115K
|
19K
$549K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 16.4% |
$106K - $115K
|
8.25K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 10.84% |
$108K - $118K
|
13.7K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.69K- 7.03% |
$110K - $120K
|
22.3K
$643K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.33% |
$112K - $122K
|
71.9K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.74K- 13.26% |
$114K - $124K
|
11.4K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.79K- 3.63% |
$117K - $127K
|
47.4K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 7.26% |
$118K - $128K
|
23K
$664K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.82K- 1.8% |
$119K - $129K
|
99.6K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.84K- 11.74% |
$120K - $130K
|
13.8K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.85K- 20.32% |
$121K - $131K
|
7.25K
$209K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.86K- 14.93% |
$121K - $132K
|
10.6K
$305K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.91K- 1.03% |
$125K - $136K
|
183K
$5.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.93K- 7.55% |
$126K - $137K
|
23.6K
$679K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 10.99% |
$136K - $148K
|
16.8K
$485K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.15K- 2.36% |
$140K - $152K
|
88.6K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-2.21K- 9.38% |
$144K - $157K
|
21.4K
$616K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.28K- 2.27% |
$149K - $162K
|
98K
$2.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.34K- 2.36% |
$153K - $166K
|
96.8K
$2.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.53K- 35.73% |
$165K - $180K
|
4.55K
$131K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.54K- 49.98% |
$166K - $180K
|
2.54K
$73.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.61K- 13.47% |
$171K - $186K
|
16.8K
$483K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.66K- 26.11% |
$174K - $189K
|
7.53K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.68K- 4.81% |
$175K - $190K
|
53.1K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.72K- 28.38% |
$178K - $193K
|
6.87K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.83K- 15.56% |
$185K - $201K
|
15.3K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.84K- 24.87% |
$186K - $202K
|
8.59K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.98K- 3.26% |
$194K - $212K
|
88.4K
$2.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.04K- 8.13% |
$198K - $216K
|
34.3K
$989K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.05K- 5.28% |
$199K - $217K
|
54.8K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.18K- 2.03% |
$207K - $226K
|
153K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 3.09% |
$210K - $229K
|
101K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.27K- 34.65% |
$213K - $232K
|
6.16K
$178K
|