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
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 3.34% |
$277K - $297K
|
113K
$3.29M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.62KNew |
$274K - $294K
|
3.62K
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.5K+ 1.17% |
$265K - $284K
|
303K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.39KNew |
$257K - $275K
|
3.39K
$98.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.37K+ 7.0% |
$255K - $274K
|
51.6K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.37K+ 1.56% |
$255K - $274K
|
219K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.24K+ 15.22% |
$245K - $263K
|
24.5K
$713K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.16K+ 1.52% |
$239K - $257K
|
211K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.08K+ 3.44% |
$233K - $250K
|
92.7K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
3K+ 4.03% |
$227K - $243K
|
77.3K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.94K+ 3.03% |
$222K - $238K
|
100K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.93KNew |
$222K - $238K
|
2.93K
$85.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.93KNew |
$222K - $238K
|
2.93K
$85K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.9K+ 1.94% |
$220K - $236K
|
152K
$4.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.87K+ 1.59% |
$217K - $233K
|
183K
$5.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.83K+ 3.06% |
$214K - $230K
|
95.3K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.79K+ 2.07% |
$211K - $227K
|
138K
$3.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.72KNew |
$206K - $221K
|
2.72K
$79K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.66K+ 3.22% |
$201K - $216K
|
85.2K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.65K+ 35.71% |
$201K - $215K
|
10.1K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.64K+ 1.62% |
$200K - $215K
|
166K
$4.81M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.57K+ 6.82% |
$195K - $209K
|
40.3K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
2.55K+ 72.75% |
$193K - $207K
|
6.06K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 65.72% |
$186K - $199K
|
6.19K
$180K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.4K+ 7.72% |
$182K - $195K
|
33.5K
$973K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.31K+ 0.64% |
$175K - $187K
|
363K
$10.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.3K+ 2.97% |
$174K - $187K
|
79.8K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.27K+ 22.9% |
$172K - $185K
|
12.2K
$354K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.23K+ 10.23% |
$168K - $181K
|
24K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 1.75% |
$166K - $178K
|
128K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.15K+ 15.01% |
$163K - $174K
|
16.5K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.14K+ 55.3% |
$162K - $174K
|
6K
$174K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.12K+ 1.45% |
$160K - $172K
|
149K
$4.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.05K+ 2.95% |
$155K - $166K
|
71.5K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.05K+ 7.27% |
$155K - $166K
|
30.2K
$876K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 2.97% |
$153K - $164K
|
69.8K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.01KNew |
$152K - $163K
|
2.01K
$58.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 13.58% |
$150K - $161K
|
16.5K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.97K+ 4.32% |
$149K - $160K
|
47.6K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.96K+ 2.38% |
$148K - $159K
|
84.4K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82K+ 27.86% |
$138K - $148K
|
8.37K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 0.73% |
$138K - $148K
|
250K
$7.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.81K+ 1.61% |
$137K - $147K
|
114K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.8K+ 29.96% |
$136K - $146K
|
7.81K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.8K+ 155.89% |
$136K - $146K
|
2.95K
$85.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.79K+ 2.25% |
$136K - $145K
|
81.3K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.77K+ 220.8% |
$134K - $144K
|
2.58K
$74.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.76K+ 2.08% |
$133K - $143K
|
86.3K
$2.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.74K+ 8.12% |
$132K - $141K
|
23.2K
$672K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.72K+ 4.07% |
$130K - $140K
|
44K
$1.28M
|