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 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.27K- 10.67% |
$214K - $233K
|
27.4K
$790K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.28K- 98.94% |
$214K - $233K
|
35
$1.01K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3.3K- 17.39% |
$216K - $234K
|
15.7K
$452K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.35K- 2.04% |
$219K - $238K
|
161K
$4.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.37K- 1.94% |
$220K - $239K
|
170K
$4.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.47K- 3.29% |
$227K - $247K
|
102K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 30.25% |
$230K - $250K
|
8.12K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.56K- 1.91% |
$232K - $253K
|
182K
$5.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.81K- 5.63% |
$249K - $271K
|
63.9K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.86K- 6.28% |
$252K - $274K
|
57.6K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.91K- 46.4% |
$255K - $278K
|
4.51K
$130K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.12K- 2.1% |
$269K - $293K
|
192K
$5.53M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.2K- 59.69% |
$274K - $299K
|
2.84K
$81.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.52K- 16.97% |
$295K - $321K
|
22.1K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.54K- 8.18% |
$296K - $322K
|
51K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.56K- 1.95% |
$298K - $324K
|
229K
$6.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.7K- 19.59% |
$307K - $334K
|
19.3K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.79K- 3.02% |
$313K - $340K
|
154K
$4.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4.81K- 3.22% |
$314K - $341K
|
145K
$4.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 3.43% |
$319K - $347K
|
137K
$3.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-4.88K- 5.76% |
$319K - $347K
|
79.8K
$2.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.11K- 2.28% |
$334K - $363K
|
219K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 13.17% |
$340K - $370K
|
34.3K
$988K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.29K- 8.3% |
$346K - $376K
|
58.5K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.52K- 6.88% |
$361K - $392K
|
74.7K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 17.36% |
$369K - $401K
|
26.9K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.82K- 10.74% |
$380K - $414K
|
48.4K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.01K- 0.98% |
$393K - $427K
|
609K
$17.5M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.11K- 82.46% |
$399K - $434K
|
1.3K
$37.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.12K- 13.86% |
$399K - $435K
|
38K
$1.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.13K- 2.71% |
$400K - $435K
|
220K
$6.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.14K- 54.98% |
$401K - $436K
|
5.03K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-6.69K- 25.2% |
$437K - $475K
|
19.9K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.84K- 10.08% |
$446K - $486K
|
61K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.22K- 8.57% |
$471K - $513K
|
77.1K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.66K- 0.47% |
$500K - $544K
|
1.61M
$46.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.26K- 46.3% |
$539K - $587K
|
9.58K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.3K- 36.8% |
$542K - $589K
|
14.3K
$411K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.06K- 5.06% |
$591K - $643K
|
170K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10.2K- 74.76% |
$666K - $725K
|
3.45K
$99.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-11.4K- 23.07% |
$747K - $813K
|
38.2K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.7K- 34.2% |
$764K - $831K
|
22.5K
$648K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 6.44% |
$865K - $941K
|
193K
$5.55M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-13.3K- 42.25% |
$866K - $943K
|
18.1K
$523K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-16.2K- 16.62% |
$1.06M - $1.15M
|
81.1K
$2.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-19.4K- 1.93% |
$1.26M - $1.37M
|
983K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 35.32% |
$1.26M - $1.38M
|
35.5K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.6K- 4.94% |
$1.28M - $1.39M
|
377K
$10.9M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.1K- 6.06% |
$1.31M - $1.42M
|
311K
$8.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-21K- 25.54% |
$1.37M - $1.49M
|
61.2K
$1.76M
|