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 10, 2024 Q2 2024
Smith Anglin Financial, LLC

BUY
 -
565
+ 2.83%
$42.8K - $45.9K
20.5K $600K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
557
+ 6.36%
$42.2K - $45.2K
9.32K $272K
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
519
+ 2.8%
$39.3K - $42.1K
19.1K $557K
Aug 07, 2024 Q2 2024
Athena Investment Management

BUY
 -
494
+ 1.99%
$37.4K - $40.1K
25.3K $738K
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
485
+ 11.54%
$36.7K - $39.4K
4.69K $137K
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
475
+ 5.96%
$36K - $38.6K
8.45K $247K
Aug 09, 2024 Q2 2024
Madison Wealth Partners, Inc

BUY
 -
470
+ 4.06%
$35.6K - $38.2K
12.1K $352K
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
419
+ 1.99%
$31.7K - $34K
21.4K $626K
Jul 18, 2024 Q2 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
408
+ 2.68%
$30.9K - $33.1K
15.6K $457K
Jul 25, 2024 Q2 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
407
+ 4.39%
$30.8K - $33K
9.67K $282K
Aug 13, 2024 Q2 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
389
+ 3.04%
$29.4K - $31.6K
13.2K $385K
Aug 01, 2024 Q2 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
388
New
$29.4K - $31.5K
388 $11.3K
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
387
+ 0.73%
$29.3K - $31.4K
53.7K $1.57M
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
381
+ 3.14%
$28.8K - $30.9K
12.5K $366K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
375
+ 3.67%
$28.4K - $30.4K
10.6K $309K
Jul 05, 2024 Q2 2024
Institutional & Family Asset Management, LLC

BUY
 -
360
+ 500.0%
$27.2K - $29.2K
432 $12.6K
Jul 03, 2024 Q2 2024
Curbstone Financial Management Corp

BUY
 -
330
+ 0.18%
$25K - $26.8K
184K $5.37M
Jul 17, 2024 Q2 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
320
+ 11.91%
$24.2K - $26K
3.01K $87.8K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
317
+ 0.52%
$24K - $25.7K
60.9K $1.78M
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
317
New
$24K - $25.7K
317 $9.26K
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
304
+ 1.96%
$23K - $24.7K
15.8K $462K
Jul 10, 2024 Q2 2024
S.A. Mason LLC

BUY
 -
300
+ 1.96%
$22.7K - $24.4K
15.6K $455K
Jul 10, 2024 Q2 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
291
+ 0.42%
$22K - $23.6K
70K $2.04M
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
289
+ 7.7%
$21.9K - $23.5K
4.04K $118K
Jul 15, 2024 Q2 2024
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
276
+ 3.58%
$20.9K - $22.4K
7.98K $233K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
276
+ 2.73%
$20.9K - $22.4K
10.4K $303K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
275
+ 11.71%
$20.8K - $22.3K
2.62K $76.6K
Aug 06, 2024 Q2 2024
Clearwater Capital Advisors, LLC

BUY
 -
271
+ 0.22%
$20.5K - $22K
126K $3.67M
Jul 30, 2024 Q2 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
268
+ 3.57%
$20.3K - $21.8K
7.77K $227K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
256
New
$19.4K - $20.8K
256 $7.48K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
254
+ 2.01%
$19.2K - $20.6K
12.9K $376K
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
250
+ 0.75%
$18.9K - $20.3K
33.8K $986K
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
250
New
$18.9K - $20.3K
250 $7.3K
Jul 25, 2024 Q2 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
249
+ 0.66%
$18.8K - $20.2K
38.2K $1.12M
Jul 30, 2024 Q2 2024
Pinnacle Associates LTD

BUY
 -
249
+ 0.59%
$18.8K - $20.2K
42.2K $1.23M
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
246
New
$18.6K - $20K
246 $7.18K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
244
New
$18.5K - $19.8K
244 $7.12K
Aug 13, 2024 Q2 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
242
+ 0.43%
$18.3K - $19.6K
57K $1.66M
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
241
+ 8.38%
$18.2K - $19.6K
3.12K $91K
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
235
+ 3.03%
$17.8K - $19.1K
7.99K $233K
Jul 24, 2024 Q2 2024
American Financial Advisors, LLC

BUY
 -
233
+ 7.46%
$17.6K - $18.9K
3.36K $98K
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
231
+ 0.95%
$17.5K - $18.8K
24.7K $720K
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

BUY
 -
220
+ 8.25%
$16.7K - $17.9K
2.89K $84.3K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
212
+ 0.3%
$16K - $17.2K
70.6K $2.06M
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
209
+ 6.12%
$15.8K - $17K
3.62K $106K
Jul 26, 2024 Q2 2024
Mendel Capital Management LLC

BUY
 -
202
+ 4.0%
$15.3K - $16.4K
5.26K $154K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
198
+ 40.49%
$15K - $16.1K
687 $20.1K
Jul 23, 2024 Q2 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
198
+ 1.1%
$15K - $16.1K
18.3K $533K
Aug 13, 2024 Q2 2024
Mengis Capital Management, Inc.

BUY
 -
197
+ 0.37%
$14.9K - $16K
52.8K $1.54M

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