Purchases and Sales Made in Q2 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 Q2 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
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-349- 2.26% |
$26.4K - $28.3K
|
15.1K
$436K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 28.44% |
$26.4K - $28.3K
|
878
$25.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-361- 2.59% |
$27.3K - $29.3K
|
13.6K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-370- 3.58% |
$28K - $30K
|
9.96K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-376- 3.61% |
$28.5K - $30.5K
|
10K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-379- 0.3% |
$28.7K - $30.8K
|
126K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-379- 1.64% |
$28.7K - $30.8K
|
22.8K
$658K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-391- 3.99% |
$29.6K - $31.7K
|
9.4K
$272K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-391- 2.86% |
$29.6K - $31.7K
|
13.3K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-396- 1.26% |
$30K - $32.2K
|
31K
$896K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-406- 1.32% |
$30.7K - $33K
|
30.3K
$876K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-410- 11.58% |
$31K - $33.3K
|
3.13K
$90.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-414- 1.03% |
$31.3K - $33.6K
|
39.8K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-416- 2.25% |
$31.5K - $33.8K
|
18.1K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 0.13% |
$31.5K - $33.8K
|
331K
$9.57M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-417- 2.47% |
$31.6K - $33.9K
|
16.5K
$476K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-417- 34.43% |
$31.6K - $33.9K
|
794
$22.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-419- 4.07% |
$31.7K - $34K
|
9.87K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-425- 3.5% |
$32.2K - $34.5K
|
11.7K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-428- 56.02% |
$32.4K - $34.7K
|
336
$9.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-437- 3.74% |
$33.1K - $35.5K
|
11.2K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-440- 0.37% |
$33.3K - $35.7K
|
117K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-441- 3.71% |
$33.4K - $35.8K
|
11.4K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-447- 2.14% |
$33.8K - $36.3K
|
20.5K
$592K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-448- 0.63% |
$33.9K - $36.4K
|
70.6K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-448- 2.51% |
$33.9K - $36.4K
|
17.4K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-450- 0.9% |
$34.1K - $36.5K
|
49.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-457- 6.01% |
$34.6K - $37.1K
|
7.15K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-473- 0.99% |
$35.8K - $38.4K
|
47.3K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-475- 4.17% |
$36K - $38.6K
|
10.9K
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-480- 4.57% |
$36.3K - $39K
|
10K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-484- 2.87% |
$36.6K - $39.3K
|
16.4K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-495- 6.9% |
$37.5K - $40.2K
|
6.68K
$193K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-502- 9.71% |
$38K - $40.8K
|
4.67K
$135K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-506- 4.19% |
$38.3K - $41.1K
|
11.6K
$334K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-508- 13.15% |
$38.5K - $41.2K
|
3.36K
$97K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-508- 1.29% |
$38.5K - $41.2K
|
38.9K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-524- 8.59% |
$39.7K - $42.5K
|
5.58K
$161K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-529- 4.11% |
$40K - $42.9K
|
12.3K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-530- 5.17% |
$40.1K - $43K
|
9.71K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-566- 57.64% |
$42.8K - $46K
|
416
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-573- 1.57% |
$43.4K - $46.5K
|
36K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-583- 12.63% |
$44.1K - $47.3K
|
4.03K
$117K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-600- 3.41% |
$45.4K - $48.7K
|
17K
$491K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-606- 3.83% |
$45.9K - $49.2K
|
15.2K
$439K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-610- 1.28% |
$46.2K - $49.5K
|
47K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-625- 0.92% |
$47.3K - $50.7K
|
67.5K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-635- 4.52% |
$48.1K - $51.6K
|
13.4K
$387K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-637- 0.66% |
$48.2K - $51.7K
|
95.6K
$2.76M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-641- 5.62% |
$48.5K - $52K
|
10.8K
$311K
|