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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 36.32% |
$1.5M - $1.61M
|
34.8K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 14.66% |
$1.6M - $1.71M
|
123K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 33.45% |
$1.66M - $1.78M
|
43.6K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23.6K- 11.71% |
$1.79M - $1.92M
|
178K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.1K- 60.07% |
$2.05M - $2.2M
|
18K
$524K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-27.2K- 16.82% |
$2.06M - $2.21M
|
134K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-28.3K- 21.26% |
$2.14M - $2.3M
|
105K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-33.3K- 47.68% |
$2.52M - $2.7M
|
36.5K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-35.2K- 6.56% |
$2.67M - $2.86M
|
502K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-36.2K- 15.38% |
$2.74M - $2.94M
|
199K
$5.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-38.9K- 13.13% |
$2.94M - $3.16M
|
257K
$7.47M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-39.1K- 36.17% |
$2.96M - $3.18M
|
69.1K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40.6K- 18.69% |
$3.08M - $3.3M
|
177K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-41K- 2.64% |
$3.11M - $3.33M
|
1.51M
$44M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-42.9K- 28.5% |
$3.24M - $3.48M
|
107K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44.2K- 19.09% |
$3.34M - $3.59M
|
187K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-47.6K- 42.25% |
$3.6M - $3.86M
|
65.1K
$1.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69.3K- 3.24% |
$5.24M - $5.62M
|
2.07M
$60.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83.7K- 0.83% |
$6.33M - $6.79M
|
10M
$292M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-131K- 70.37% |
$9.92M - $10.6M
|
55.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-173K- 18.87% |
$13.1M - $14M
|
743K
$21.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-202K- 94.91% |
$15.3M - $16.4M
|
10.8K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-315K- 98.38% |
$23.9M - $25.6M
|
5.21K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-518K- 14.02% |
$39.2M - $42M
|
3.18M
$92.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.07M- 58.35% |
$81.1M - $87M
|
765K
$22.2M
|