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 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.45K- 58.58% |
$336K - $361K
|
3.14K
$91.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.65K- 3.41% |
$352K - $378K
|
132K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.65K- 3.4% |
$352K - $378K
|
132K
$3.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.76K- 27.7% |
$361K - $387K
|
12.4K
$361K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 57.1% |
$363K - $389K
|
3.6K
$105K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5K- 29.53% |
$378K - $406K
|
11.9K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.01K- 10.75% |
$379K - $407K
|
41.6K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.03K- 2.77% |
$381K - $408K
|
177K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.37K- 60.33% |
$406K - $436K
|
3.53K
$102K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.46K- 5.79% |
$413K - $443K
|
88.8K
$2.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.57K- 3.44% |
$421K - $452K
|
156K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-5.62K- 29.1% |
$425K - $456K
|
13.7K
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.65K- 9.15% |
$428K - $459K
|
56.1K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.81K- 3.53% |
$440K - $472K
|
159K
$4.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.89K- 10.93% |
$445K - $478K
|
48K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-6.07K- 51.44% |
$459K - $492K
|
5.73K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.1K- 4.09% |
$462K - $495K
|
143K
$4.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.39K- 4.17% |
$483K - $518K
|
147K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.62K- 0.68% |
$501K - $537K
|
969K
$28.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.7K- 12.82% |
$507K - $544K
|
45.6K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.71K- 6.14% |
$508K - $545K
|
103K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-7.05K- 6.3% |
$534K - $572K
|
105K
$3.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-7.16K- 9.08% |
$542K - $581K
|
71.6K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.28K- 30.34% |
$551K - $591K
|
16.7K
$485K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.39K- 9.59% |
$559K - $600K
|
69.6K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.53K- 0.38% |
$570K - $612K
|
1.98M
$57.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.9K- 94.71% |
$598K - $641K
|
441
$12.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.53K- 1.09% |
$646K - $693K
|
774K
$22.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.55K- 10.03% |
$647K - $694K
|
76.7K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.59K- 1.69% |
$650K - $697K
|
500K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.18K- 13.02% |
$695K - $745K
|
61.3K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.32K- 13.64% |
$706K - $757K
|
59K
$1.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.74K- 3.88% |
$737K - $791K
|
241K
$7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.2K- 2.78% |
$850K - $912K
|
393K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-11.3K- 38.85% |
$856K - $918K
|
17.8K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-11.5K- 5.46% |
$870K - $934K
|
199K
$5.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9K- 6.72% |
$900K - $965K
|
165K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12K- 13.56% |
$912K - $978K
|
76.8K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 6.82% |
$920K - $987K
|
166K
$4.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12.3K- 6.09% |
$932K - $999K
|
190K
$5.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.4K- 66.23% |
$942K - $1.01M
|
6.34K
$184K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 3.57% |
$964K - $1.03M
|
344K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 3.57% |
$964K - $1.03M
|
344K
$9.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-13.2K- 82.37% |
$997K - $1.07M
|
2.82K
$81.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 4.13% |
$1.02M - $1.09M
|
312K
$9.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.8K- 11.08% |
$1.04M - $1.12M
|
111K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-14K- 21.35% |
$1.06M - $1.14M
|
51.6K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 6.13% |
$1.07M - $1.15M
|
217K
$6.31M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-16.4K- 9.69% |
$1.24M - $1.33M
|
153K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.3K- 10.46% |
$1.39M - $1.49M
|
157K
$4.55M
|