Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-353- 1.84% |
$23.6K - $26.1K
|
18.9K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-360- 1.39% |
$24K - $26.6K
|
25.5K
$726K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-360- 5.2% |
$24K - $26.6K
|
6.56K
$187K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-364- 7.97% |
$24.3K - $26.9K
|
4.2K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-364- 0.96% |
$24.3K - $26.9K
|
37.7K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-411- 5.45% |
$27.4K - $30.4K
|
7.12K
$203K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-418- 88.94% |
$27.9K - $30.9K
|
52
$1.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-430- 10.84% |
$28.7K - $31.8K
|
3.54K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-431- 4.63% |
$28.8K - $31.9K
|
8.87K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-437- 3.84% |
$29.2K - $32.3K
|
11K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-447- 4.61% |
$29.8K - $33.1K
|
9.25K
$263K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-472- 1.93% |
$31.5K - $34.9K
|
24K
$684K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-479- 2.2% |
$32K - $35.4K
|
21.2K
$605K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-486- 2.06% |
$32.4K - $36K
|
23.1K
$659K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-512- 15.81% |
$34.2K - $37.9K
|
2.73K
$77.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-514- 2.9% |
$34.3K - $38K
|
17.2K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-516- 9.74% |
$34.4K - $38.2K
|
4.78K
$136K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-525- 1.56% |
$35K - $38.8K
|
33K
$941K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-532- 3.12% |
$35.5K - $39.4K
|
16.5K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-534- 6.44% |
$35.6K - $39.5K
|
7.75K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-558- 1.8% |
$37.2K - $41.3K
|
30.5K
$869K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-559- 2.23% |
$37.3K - $41.4K
|
24.5K
$697K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-560- 5.26% |
$37.4K - $41.4K
|
10.1K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-561- 6.36% |
$37.4K - $41.5K
|
8.26K
$235K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-562- 70.51% |
$37.5K - $41.6K
|
235
$6.69K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-584- 11.65% |
$39K - $43.2K
|
4.43K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-589- 4.95% |
$39.3K - $43.6K
|
11.3K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-623- 2.13% |
$41.6K - $46.1K
|
28.6K
$814K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-623- 5.91% |
$41.6K - $46.1K
|
9.92K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-626- 3.77% |
$41.8K - $46.3K
|
16K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-627- 3.16% |
$41.9K - $46.4K
|
19.2K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-645- 1.85% |
$43.1K - $47.7K
|
34.2K
$974K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-648- 41.46% |
$43.3K - $47.9K
|
915
$26.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-651- 14.5% |
$43.5K - $48.2K
|
3.84K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-655- 1.44% |
$43.7K - $48.5K
|
44.9K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-678- 4.71% |
$45.3K - $50.2K
|
13.7K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-685- 0.84% |
$45.7K - $50.7K
|
80.5K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-689- 6.78% |
$46K - $51K
|
9.47K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-694- 13.14% |
$46.3K - $51.3K
|
4.59K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-699- 1.97% |
$46.7K - $51.7K
|
34.7K
$989K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-700- 1.71% |
$46.7K - $51.8K
|
40.1K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
SELL
|
- |
-701- 8.89% |
$46.8K - $51.9K
|
7.18K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-720- 7.29% |
$48.1K - $53.3K
|
9.16K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-727- 4.33% |
$48.5K - $53.8K
|
16K
$457K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-729- 0.84% |
$48.7K - $53.9K
|
86.3K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-761- 12.87% |
$50.8K - $56.3K
|
5.15K
$147K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-763- 16.76% |
$50.9K - $56.4K
|
3.79K
$108K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-764- 3.78% |
$51K - $56.5K
|
19.5K
$555K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-783- 1.8% |
$52.3K - $57.9K
|
42.7K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-786- 14.36% |
$52.5K - $58.1K
|
4.69K
$134K
|