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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.51K- 8.08% |
$101K - $112K
|
17.2K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.52K- 20.94% |
$101K - $112K
|
5.73K
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 6.58% |
$101K - $112K
|
21.6K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.55K- 10.67% |
$104K - $115K
|
13K
$370K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.59K- 6.11% |
$106K - $118K
|
24.5K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.61K- 1.11% |
$107K - $119K
|
143K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.65K- 1.7% |
$110K - $122K
|
95.2K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.65K- 3.62% |
$110K - $122K
|
43.9K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.39% |
$112K - $124K
|
47.6K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.72K- 0.78% |
$115K - $127K
|
218K
$6.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 3.22% |
$126K - $140K
|
57K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.9K- 6.94% |
$127K - $141K
|
25.5K
$727K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.95K- 21.69% |
$130K - $144K
|
7.04K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.98K- 1.82% |
$132K - $146K
|
107K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.01K- 10.41% |
$134K - $148K
|
17.3K
$492K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.05K- 8.96% |
$137K - $152K
|
20.8K
$594K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.08K- 3.1% |
$139K - $154K
|
65K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.14K- 4.44% |
$143K - $158K
|
46K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.15K- 15.79% |
$143K - $159K
|
11.5K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 2.97% |
$150K - $166K
|
73.4K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.27K- 5.2% |
$152K - $168K
|
41.4K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.28K- 2.59% |
$152K - $169K
|
85.9K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.29K- 11.53% |
$153K - $169K
|
17.6K
$500K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.29K- 9.52% |
$153K - $170K
|
21.8K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.46K- 2.78% |
$164K - $182K
|
86.2K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.47K- 8.4% |
$165K - $182K
|
26.9K
$766K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-2.65K- 2.28% |
$177K - $196K
|
113K
$3.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.67K- 7.0% |
$178K - $198K
|
35.5K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.73K- 4.97% |
$182K - $202K
|
52.1K
$1.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.74K- 7.99% |
$183K - $203K
|
31.6K
$899K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.86K- 1.37% |
$191K - $212K
|
206K
$5.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.96K- 1.77% |
$197K - $219K
|
164K
$4.67M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 1.54% |
$198K - $219K
|
190K
$5.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3.08K- 3.26% |
$205K - $228K
|
91.3K
$2.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.14K- 1.37% |
$209K - $232K
|
226K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-3.14K- 19.66% |
$210K - $232K
|
12.8K
$366K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.19K- 4.99% |
$213K - $236K
|
60.7K
$1.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.22K- 38.56% |
$215K - $238K
|
5.13K
$146K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.32K- 14.07% |
$221K - $245K
|
20.3K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.46K- 1.74% |
$231K - $256K
|
195K
$5.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 6.5% |
$234K - $260K
|
50.5K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.57K- 16.13% |
$238K - $264K
|
18.5K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.63K- 12.6% |
$242K - $269K
|
25.2K
$717K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.14K- 0.26% |
$276K - $306K
|
1.61M
$45.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.35K- 19.37% |
$290K - $322K
|
18.1K
$516K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.41K- 5.72% |
$294K - $326K
|
72.7K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 7.26% |
$297K - $329K
|
56.8K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.6K- 6.16% |
$307K - $340K
|
70.1K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.65K- 7.94% |
$310K - $344K
|
53.8K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.76K- 3.47% |
$318K - $352K
|
132K
$3.77M
|