Purchases and Sales Made in Q2 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
1.9K
+ 36.04%
$124K - $135K
7.18K $207K
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
1.87K
+ 1.45%
$122K - $133K
131K $3.77M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.81K
+ 0.94%
$118K - $129K
194K $5.59M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.8K
+ 48.84%
$118K - $128K
5.5K $158K
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.75K
+ 4.27%
$114K - $125K
42.8K $1.23M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
1.73K
+ 1.64%
$113K - $123K
107K $3.09M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.7K
+ 23.4%
$111K - $121K
8.99K $259K
Aug 11, 2023 Q2 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
1.63K
+ 2.57%
$106K - $116K
65.1K $1.88M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
1.63K
+ 12.29%
$106K - $116K
14.9K $429K
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
1.62K
+ 4.04%
$106K - $115K
41.7K $1.2M
Aug 08, 2023 Q2 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
1.53K
+ 2.37%
$99.6K - $108K
65.7K $1.89M
Jul 31, 2023 Q2 2023
Athena Investment Management

BUY
 -
1.52K
+ 6.63%
$99.4K - $108K
24.5K $706K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.51K
+ 2.64%
$98.7K - $107K
58.7K $1.69M
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.51K
+ 6.63%
$98.3K - $107K
24.2K $698K
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.5K
+ 9.64%
$97.9K - $107K
17.1K $492K
Jul 27, 2023 Q2 2023
Oldfather Financial Services, LLC

BUY
 -
1.39K
+ 8.04%
$90.9K - $98.9K
18.7K $539K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.36K
+ 1.31%
$88.7K - $96.5K
105K $3.03M
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.34K
+ 1.84%
$87.5K - $95.2K
74.3K $2.14M
Aug 14, 2023 Q2 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.33K
+ 22.74%
$86.6K - $94.2K
7.16K $206K
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
1.3K
+ 16.18%
$84.6K - $92.1K
9.3K $268K
Aug 08, 2023 Q2 2023
Blue Barn Wealth, LLC

BUY
 -
1.28K
+ 2.93%
$83.6K - $90.9K
44.9K $1.29M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.27K
+ 0.1%
$82.6K - $89.9K
1.24M $35.8M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
1.26K
+ 1.85%
$82.5K - $89.7K
69.4K $2M
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
1.25K
+ 1.9%
$81.5K - $88.6K
67.1K $1.93M
Jul 20, 2023 Q2 2023
Powers Advisory Group, LLC

BUY
 -
1.24K
+ 2.89%
$81K - $88.1K
44.2K $1.27M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.21K
+ 1.45%
$79.1K - $86K
85K $2.45M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
1.2K
+ 6.14%
$78.2K - $85K
20.7K $597K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
1.18K
+ 8.93%
$77.1K - $83.9K
14.4K $415K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.16K
New
$75.7K - $82.3K
1.16K $33.4K
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
1.14K
+ 6.83%
$74.3K - $80.8K
17.8K $513K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
1.13K
+ 1.05%
$73.6K - $80.1K
109K $3.14M
Aug 01, 2023 Q2 2023
Pegasus Asset Management, Inc.

BUY
 -
1.09K
+ 10.59%
$71.2K - $77.4K
11.4K $328K
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
1.07K
+ 3.11%
$70K - $76.1K
35.6K $1.03M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.07K
+ 7.39%
$69.7K - $75.8K
15.5K $447K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
1.05K
+ 14.08%
$68.6K - $74.6K
8.51K $245K
Jul 11, 2023 Q2 2023
Sunburst Financial Group, LLC

BUY
 -
1.04K
+ 3.43%
$67.7K - $73.7K
31.3K $901K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.03K
+ 10.39%
$67.4K - $73.4K
11K $316K
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
1.03K
+ 4.91%
$67.1K - $73K
21.9K $632K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
1.01K
+ 5.86%
$65.7K - $71.5K
18.2K $524K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.01K
+ 12.86%
$65.6K - $71.4K
8.82K $254K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
985
+ 3.17%
$64.3K - $70K
32.1K $924K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
985
+ 3.17%
$64.3K - $70K
32.1K $924K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
974
+ 1.67%
$63.6K - $69.2K
59.3K $1.71M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
968
+ 0.8%
$63.2K - $68.8K
122K $3.53M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
965
+ 16.5%
$63K - $68.5K
6.81K $196K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
958
+ 9.19%
$62.5K - $68K
11.4K $328K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
958
New
$62.5K - $68K
958 $27.6K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
938
New
$61.2K - $66.6K
938 $27K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
930
+ 7.29%
$60.7K - $66.1K
13.7K $395K

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