Purchases and Sales Made in Q2 2024 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 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
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.97K
+ 1.57%
$754K - $809K
645K $18.8M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
9.95K
+ 4.03%
$753K - $808K
257K $7.5M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.9K
+ 24.51%
$749K - $804K
50.3K $1.47M
Jul 15, 2024 Q2 2024
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
9.57K
+ 4.09%
$724K - $777K
244K $7.11M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
9.33K
+ 7.65%
$706K - $758K
131K $3.83M
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
8.91K
New
$674K - $723K
8.91K $260K
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
8.69K
+ 4.33%
$658K - $706K
210K $6.12M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
8.41K
+ 41.31%
$636K - $683K
28.8K $840K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
8.24K
New
$624K - $669K
8.24K $241K
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
8.2K
+ 3.99%
$621K - $666K
214K $6.23M
Aug 02, 2024 Q2 2024
Sage Financial Group Inc

BUY
 -
7.76K
+ 2.93%
$588K - $630K
273K $7.97M
Aug 13, 2024 Q2 2024
Tpg Advisors LLC

Northfield, IL
BUY
 -
7.58K
New
$574K - $616K
7.58K $221K
Aug 12, 2024 Q2 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
7.44K
New
$563K - $604K
7.44K $217K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
7.38K
New
$559K - $599K
7.38K $215K
Jul 29, 2024 Q2 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
7.23K
+ 15.1%
$548K - $587K
55.1K $1.61M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
6.19K
+ 37.99%
$468K - $502K
22.5K $656K
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
5.92K
New
$448K - $480K
5.92K $173K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
5.71K
+ 36.13%
$432K - $463K
21.5K $628K
Jul 22, 2024 Q2 2024
Essex LLC

BUY
 -
5.7K
+ 3.35%
$432K - $463K
176K $5.13M
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5.7K
+ 31.95%
$431K - $463K
23.5K $687K
Aug 02, 2024 Q2 2024
Money Concepts Capital Corp

BUY
 -
5.66K
+ 5.83%
$428K - $459K
103K $3M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.57K
+ 6.66%
$422K - $452K
89.2K $2.6M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
5.45K
+ 0.79%
$412K - $442K
696K $20.3M
Aug 13, 2024 Q2 2024
Rmb Capital Management, LLC

BUY
 -
5.41K
+ 1.62%
$410K - $439K
340K $9.92M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.31K
+ 5.07%
$402K - $431K
110K $3.21M
Jul 18, 2024 Q2 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
5.27K
New
$399K - $428K
5.27K $154K
Aug 13, 2024 Q2 2024
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
5.2K
+ 5.26%
$394K - $422K
104K $3.04M
Aug 13, 2024 Q2 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.08K
+ 135.56%
$385K - $413K
8.83K $258K
Jul 19, 2024 Q2 2024
Zhang Financial LLC

BUY
 -
5.07K
+ 20.05%
$384K - $412K
30.4K $887K
Jul 05, 2024 Q2 2024
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
4.93K
New
$373K - $400K
4.93K $144K
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.84K
+ 11.76%
$366K - $393K
46K $1.34M
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.78K
+ 10.3%
$362K - $388K
51.1K $1.49M
Jul 19, 2024 Q2 2024
Brand Asset Management Group, Inc.

BUY
 -
4.67K
+ 4.98%
$354K - $379K
98.5K $2.88M
Jul 09, 2024 Q2 2024
Praetorian Wealth Management, Inc.

BUY
 -
4.64K
New
$351K - $376K
4.64K $135K
Aug 14, 2024 Q2 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
4.61K
+ 4.35%
$349K - $374K
111K $3.23M
Aug 13, 2024 Q2 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
4.56K
+ 14.82%
$345K - $370K
35.3K $1.03M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
4.52K
+ 14.86%
$342K - $367K
35K $1.02M
Aug 08, 2024 Q2 2024
Choate Investment Advisors

Boston, MA
BUY
 -
4.51K
New
$341K - $366K
4.51K $132K
Jul 31, 2024 Q2 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
4.43K
+ 25.84%
$335K - $360K
21.6K $630K
Aug 13, 2024 Q2 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
4.39K
New
$332K - $356K
4.39K $128K
Jul 31, 2024 Q2 2024
Strategic Equity Management

BUY
 -
4.3K
+ 174.96%
$326K - $349K
6.76K $198K
Jul 12, 2024 Q2 2024
Carolina Wealth Advisors, LLC

BUY
 -
4.29K
+ 8.46%
$325K - $349K
55K $1.61M
Jul 15, 2024 Q2 2024
Fifth Third Securities, Inc.

BUY
 -
4K
+ 2.75%
$303K - $325K
150K $4.38M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
3.96K
New
$300K - $321K
3.96K $116K
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
3.96K
+ 4.94%
$300K - $321K
84.1K $2.46M
Aug 12, 2024 Q2 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3.9K
+ 1113.71%
$295K - $316K
4.25K $124K
Jul 25, 2024 Q2 2024
Calamos Wealth Management LLC

BUY
 -
3.83K
New
$290K - $311K
3.83K $112K
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
3.81K
New
$288K - $309K
3.81K $111K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3.74K
+ 3.82%
$283K - $304K
102K $2.97M

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