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 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.85K- 24.83% |
$140K - $150K
|
5.61K
$162K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 1.88% |
$140K - $151K
|
96.5K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.9K- 1.14% |
$144K - $154K
|
165K
$4.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.98K- 4.31% |
$150K - $161K
|
43.9K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.12K- 7.55% |
$161K - $172K
|
26K
$751K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.15K- 45.13% |
$162K - $174K
|
2.61K
$75.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.15K- 4.57% |
$163K - $175K
|
44.9K
$1.3M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 13.71% |
$165K - $177K
|
13.7K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 14.58% |
$166K - $178K
|
12.9K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.21K- 2.34% |
$167K - $179K
|
92.1K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.24K- 1.16% |
$170K - $182K
|
190K
$5.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.26K- 17.62% |
$171K - $183K
|
10.6K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.29K- 5.46% |
$173K - $186K
|
39.6K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 1.65% |
$173K - $186K
|
137K
$3.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.32K- 23.27% |
$175K - $188K
|
7.64K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.33K- 7.97% |
$177K - $189K
|
27K
$779K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.4K- 6.81% |
$182K - $195K
|
32.8K
$949K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.44K- 1.77% |
$184K - $198K
|
136K
$3.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.45K- 27.54% |
$185K - $199K
|
6.44K
$186K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.71% |
$186K - $199K
|
25.7K
$743K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.58K- 0.5% |
$195K - $209K
|
516K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 1.29% |
$197K - $211K
|
200K
$5.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 20.71% |
$197K - $212K
|
9.98K
$288K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 4.66% |
$197K - $212K
|
53.4K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.62K- 5.52% |
$198K - $213K
|
44.9K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.75K- 3.54% |
$208K - $223K
|
74.8K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.78K- 20.14% |
$210K - $226K
|
11K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 7.05% |
$212K - $227K
|
36.9K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 38.01% |
$216K - $232K
|
4.65K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 1.32% |
$216K - $232K
|
214K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.87K- 5.34% |
$217K - $233K
|
50.9K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.91K- 0.22% |
$220K - $237K
|
1.34M
$38.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.01K- 22.39% |
$227K - $244K
|
10.4K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.21K- 3.07% |
$243K - $261K
|
101K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.22K- 7.35% |
$244K - $262K
|
40.6K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.23K- 5.36% |
$244K - $262K
|
57K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.24K- 3.54% |
$245K - $263K
|
88.2K
$2.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.26K- 10.18% |
$246K - $264K
|
28.7K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.34K- 4.76% |
$253K - $271K
|
66.9K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.65K- 11.29% |
$276K - $297K
|
28.7K
$829K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 6.16% |
$287K - $308K
|
57.8K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.82K- 8.05% |
$289K - $310K
|
43.7K
$1.26M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.86K- 4.47% |
$292K - $313K
|
82.4K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.87K- 84.48% |
$293K - $314K
|
711
$20.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.96K- 1.24% |
$299K - $321K
|
316K
$9.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.98K- 10.05% |
$301K - $323K
|
35.6K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.06K- 5.42% |
$307K - $330K
|
70.9K
$2.05M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.34K- 8.38% |
$329K - $353K
|
47.5K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.38K- 54.74% |
$331K - $356K
|
3.62K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 46.66% |
$334K - $359K
|
5.05K
$146K
|