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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.72KNew |
$130K - $139K
|
1.72K
$49.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.67K+ 0.51% |
$126K - $136K
|
326K
$9.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.62K+ 5.02% |
$122K - $131K
|
33.8K
$982K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 1.59% |
$119K - $128K
|
100K
$2.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.57K+ 1.15% |
$119K - $127K
|
138K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.52K+ 1.55% |
$115K - $124K
|
99.5K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.52K+ 4.41% |
$115K - $123K
|
35.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.44K+ 35.8% |
$109K - $117K
|
5.46K
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 28.27% |
$101K - $109K
|
6.08K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.3KNew |
$98.4K - $106K
|
1.3K
$37.8K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.29K+ 34.47% |
$97.6K - $105K
|
5.03K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.25K+ 67.02% |
$94.8K - $102K
|
3.12K
$90.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.23K+ 8.02% |
$93.3K - $100K
|
16.6K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.23K+ 26.92% |
$93.1K - $99.9K
|
5.8K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.21K+ 6.86% |
$91.7K - $98.3K
|
18.9K
$548K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.2K+ 4.99% |
$91.1K - $97.8K
|
25.3K
$736K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.17K+ 39.02% |
$88.5K - $94.9K
|
4.17K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.13K+ 10.86% |
$85.6K - $91.8K
|
11.5K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.1K+ 30.87% |
$83.6K - $89.6K
|
4.68K
$136K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 4.78% |
$81K - $86.9K
|
23.5K
$681K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.04K+ 17.49% |
$78.7K - $84.4K
|
6.99K
$203K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
980New |
$74.2K - $79.6K
|
980
$28.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
957+ 16.44% |
$72.4K - $77.7K
|
6.78K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
931+ 10.53% |
$70.5K - $75.6K
|
9.77K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
916New |
$69.3K - $74.4K
|
916
$26.6K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
889+ 6.29% |
$67.3K - $72.2K
|
15K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
879+ 1.51% |
$66.5K - $71.4K
|
58.9K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
870+ 1.01% |
$65.9K - $70.6K
|
87.3K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
849+ 155.78% |
$64.3K - $68.9K
|
1.39K
$40.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
846+ 1.42% |
$64K - $68.7K
|
60.3K
$1.75M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
838+ 1.85% |
$63.4K - $68K
|
46.2K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
815+ 0.64% |
$61.7K - $66.2K
|
128K
$3.71M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
812+ 13.32% |
$61.5K - $65.9K
|
6.91K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
794+ 1.2% |
$60.1K - $64.5K
|
67.2K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
790+ 5.14% |
$59.8K - $64.1K
|
16.2K
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
788+ 4.63% |
$59.6K - $64K
|
17.8K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
779+ 6.85% |
$59K - $63.2K
|
12.2K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
778+ 1.79% |
$58.9K - $63.2K
|
44.2K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
768+ 0.46% |
$58.1K - $62.4K
|
167K
$4.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
737+ 13.96% |
$55.8K - $59.8K
|
6.02K
$175K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
736+ 9.68% |
$55.7K - $59.8K
|
8.34K
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
713+ 1.42% |
$54K - $57.9K
|
50.8K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
713+ 0.58% |
$54K - $57.9K
|
123K
$3.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681+ 19.92% |
$51.5K - $55.3K
|
4.1K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
656+ 4.45% |
$49.7K - $53.3K
|
15.4K
$447K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
651+ 6.44% |
$49.3K - $52.9K
|
10.8K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
623New |
$47.2K - $50.6K
|
623
$18.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
620+ 1.54% |
$46.9K - $50.3K
|
41K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
591+ 0.52% |
$44.7K - $48K
|
113K
$3.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
565+ 2.83% |
$42.8K - $45.9K
|
20.5K
$597K
|