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 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

SELL
 -
-60
- 0.88%
$3.92K - $4.26K
6.79K $188K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

SELL
 -
-65
- 0.74%
$4.24K - $4.62K
8.75K $242K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

SELL
 -
-65
- 0.59%
$4.24K - $4.62K
11K $304K
Jul 28, 2023 Q2 2023
Pachira Investments Inc.

SELL
 -
-74
- 1.25%
$4.83K - $5.26K
5.87K $162K
Jul 11, 2023 Q2 2023
Legacy Bridge, LLC

SELL
 -
-75
- 0.5%
$4.9K - $5.33K
15K $416K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-75
Closed
$4.9K - $5.33K
0 $0
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-78
- 1.61%
$5.09K - $5.54K
4.77K $132K
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

SELL
 -
-81
- 0.37%
$5.29K - $5.75K
21.9K $607K
Aug 07, 2023 Q2 2023
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-84
- 2.31%
$5.48K - $5.97K
3.55K $98.2K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-85
- 0.08%
$5.55K - $6.04K
107K $2.96M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-86
- 0.53%
$5.61K - $6.11K
16.1K $447K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-88
- 0.99%
$5.75K - $6.25K
8.77K $243K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-88
- 0.08%
$5.75K - $6.25K
109K $3.03M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-89
- 0.12%
$5.81K - $6.32K
75.6K $2.09M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-97
- 1.61%
$6.33K - $6.89K
5.91K $164K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-97
- 1.17%
$6.33K - $6.89K
8.21K $227K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-98
- 0.22%
$6.4K - $6.96K
43.7K $1.21M
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

SELL
 -
-99
- 0.42%
$6.46K - $7.03K
23.2K $643K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-100
- 0.83%
$6.53K - $7.1K
11.9K $329K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

SELL
 -
-100
- 0.78%
$6.53K - $7.1K
12.7K $351K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

SELL
 -
-100
- 1.8%
$6.53K - $7.1K
5.46K $151K
Jul 25, 2023 Q2 2023
Albion Financial Group

SELL
 -
-103
- 2.41%
$6.72K - $7.32K
4.18K $116K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

SELL
 -
-105
- 36.97%
$6.86K - $7.46K
179 $4.95K
Jul 20, 2023 Q2 2023
Pacific Sage Partners, LLC

Shoreline, WA
SELL
 -
-106
- 0.14%
$6.92K - $7.53K
75.2K $2.08M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-107
- 0.18%
$6.99K - $7.6K
58.9K $1.63M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-109
- 7.02%
$7.12K - $7.74K
1.44K $40K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

SELL
 -
-110
- 0.94%
$7.18K - $7.81K
11.6K $322K
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-113
- 0.83%
$7.38K - $8.03K
13.5K $375K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-122
- 1.38%
$7.97K - $8.67K
8.7K $241K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

SELL
 -
-126
- 0.32%
$8.23K - $8.95K
39.3K $1.09M
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

SELL
 -
-132
- 6.8%
$8.62K - $9.38K
1.81K $50.1K
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

SELL
 -
-134
- 0.35%
$8.75K - $9.52K
38.4K $1.06M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-136
- 2.6%
$8.88K - $9.66K
5.1K $141K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-144
- 0.49%
$9.4K - $10.2K
29.2K $808K
Jul 28, 2023 Q2 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
SELL
 -
-146
- 4.21%
$9.53K - $10.4K
3.32K $91.9K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-146
- 2.1%
$9.53K - $10.4K
6.81K $188K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-146
- 2.1%
$9.53K - $10.4K
6.81K $188K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

SELL
 -
-148
- 0.42%
$9.66K - $10.5K
34.8K $964K
Aug 10, 2023 Q2 2023
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-149
- 3.5%
$9.73K - $10.6K
4.11K $114K
Aug 02, 2023 Q2 2023
Amg National Trust Bank

SELL
 -
-150
- 1.28%
$9.79K - $10.7K
11.6K $320K
Aug 02, 2023 Q2 2023
Lathrop Investment Management Corp

SELL
 -
-151
- 0.19%
$9.86K - $10.7K
80.1K $2.22M
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-152
- 2.7%
$9.92K - $10.8K
5.47K $152K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-160
- 0.42%
$10.4K - $11.4K
38.2K $1.06M
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

SELL
 -
-175
- 3.17%
$11.4K - $12.4K
5.34K $148K
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

SELL
 -
-175
- 1.91%
$11.4K - $12.4K
9K $249K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-175
- 1.16%
$11.4K - $12.4K
15K $414K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
SELL
 -
-195
- 2.12%
$12.7K - $13.9K
9K $249K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-196
- 5.89%
$12.8K - $13.9K
3.13K $86.7K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-197
- 31.42%
$12.9K - $14K
430 $11.9K

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