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 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-788- 14.34% |
$52.6K - $58.3K
|
4.71K
$134K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-794- 0.98% |
$53K - $58.7K
|
80.3K
$2.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-801- 3.48% |
$53.5K - $59.3K
|
22.2K
$633K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-803- 4.34% |
$53.6K - $59.4K
|
17.7K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-806- 13.08% |
$53.8K - $59.6K
|
5.36K
$153K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-823- 8.83% |
$54.9K - $60.9K
|
8.5K
$242K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-826- 0.55% |
$55.1K - $61.1K
|
150K
$4.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-833- 24.18% |
$55.6K - $61.6K
|
2.61K
$74.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-836- 1.14% |
$55.8K - $61.8K
|
72.4K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-869- 6.94% |
$58K - $64.3K
|
11.7K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-871- 1.64% |
$58.1K - $64.4K
|
52.2K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-873- 1.21% |
$58.3K - $64.6K
|
71.4K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-882- 10.33% |
$58.9K - $65.3K
|
7.66K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-889- 17.74% |
$59.3K - $65.8K
|
4.12K
$117K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-930- 2.9% |
$62.1K - $68.8K
|
31.1K
$887K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-930- 2.9% |
$62.1K - $68.8K
|
31.1K
$887K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-932- 13.43% |
$62.2K - $68.9K
|
6.01K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-962- 14.96% |
$64.2K - $71.2K
|
5.47K
$156K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-975- 0.72% |
$65.1K - $72.1K
|
134K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-985- 8.08% |
$65.7K - $72.9K
|
11.2K
$319K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 1.33% |
$66.8K - $74K
|
74.3K
$2.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.04K- 6.45% |
$69.4K - $76.9K
|
15.1K
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 15.32% |
$69.7K - $77.2K
|
5.77K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.06K- 8.19% |
$70.4K - $78K
|
11.8K
$337K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.08K- 3.62% |
$71.8K - $79.5K
|
28.6K
$816K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.08K- 5.23% |
$72.4K - $80.2K
|
19.6K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.09K- 9.58% |
$72.8K - $80.6K
|
10.3K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 0.33% |
$74.2K - $82.3K
|
339K
$9.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.13K- 1.96% |
$75.2K - $83.4K
|
56.5K
$1.61M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.14K- 1.04% |
$76K - $84.2K
|
108K
$3.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.16K- 0.6% |
$77.5K - $85.9K
|
191K
$5.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.17K- 1.47% |
$78.4K - $86.9K
|
78.9K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 6.91% |
$78.6K - $87.1K
|
15.9K
$452K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.21K- 22.63% |
$80.7K - $89.4K
|
4.13K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 2.5% |
$80.8K - $89.5K
|
47.2K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 1.14% |
$81.3K - $90.1K
|
106K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.22K- 1.34% |
$81.5K - $90.3K
|
89.7K
$2.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.24K- 0.4% |
$82.5K - $91.4K
|
308K
$8.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 24.5% |
$83.4K - $92.4K
|
3.85K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 6.96% |
$84.3K - $93.4K
|
16.9K
$481K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.28K- 1.29% |
$85.5K - $94.8K
|
98.3K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.29K- 13.64% |
$86.3K - $95.7K
|
8.18K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.3K- 0.76% |
$86.5K - $95.9K
|
169K
$4.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.32K- 8.44% |
$88.4K - $97.9K
|
14.4K
$409K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.35K- 8.79% |
$90K - $99.8K
|
14K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.36K- 13.05% |
$90.6K - $100K
|
9.04K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.39K- 13.91% |
$92.5K - $103K
|
8.58K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.43K- 0.86% |
$95.7K - $106K
|
164K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.46K- 1.92% |
$97.7K - $108K
|
74.6K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 2.06% |
$98.8K - $109K
|
70.4K
$2M
|