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 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.78K- 1.28% |
$319K - $354K
|
369K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-4.86K- 6.44% |
$324K - $359K
|
70.6K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.2K- 76.4% |
$347K - $385K
|
1.61K
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.66K- 36.73% |
$378K - $419K
|
9.74K
$278K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69K- 3.43% |
$380K - $421K
|
160K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-5.75K- 49.93% |
$383K - $425K
|
5.76K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-5.86K- 2.24% |
$391K - $434K
|
256K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.22K- 4.3% |
$415K - $460K
|
139K
$3.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.48K- 20.76% |
$433K - $480K
|
24.7K
$705K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.57K- 3.86% |
$438K - $486K
|
164K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-6.93K- 45.17% |
$463K - $513K
|
8.41K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7.27K- 4.07% |
$485K - $537K
|
171K
$4.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.65K- 8.82% |
$577K - $640K
|
89.3K
$2.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.65K- 3.91% |
$644K - $714K
|
237K
$6.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.1K- 18.4% |
$676K - $749K
|
44.9K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.6K- 22.41% |
$709K - $785K
|
36.8K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-12.2K- 3.83% |
$814K - $902K
|
306K
$8.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.3K- 3.85% |
$889K - $985K
|
332K
$9.47M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-13.8K- 76.7% |
$923K - $1.02M
|
4.2K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 24.84% |
$958K - $1.06M
|
43.4K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.7K- 2.73% |
$982K - $1.09M
|
524K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 14.96% |
$1.11M - $1.23M
|
94.3K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-16.8K- 1.74% |
$1.12M - $1.25M
|
949K
$27M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.6K- 23.28% |
$1.37M - $1.52M
|
67.8K
$1.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-23.1K- 8.84% |
$1.54M - $1.71M
|
238K
$6.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24.4K- 20.18% |
$1.63M - $1.8M
|
96.4K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-25.4K- 27.33% |
$1.7M - $1.88M
|
67.5K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-27.1K- 47.17% |
$1.81M - $2M
|
30.3K
$864K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-27.6K- 8.86% |
$1.84M - $2.04M
|
284K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-28.7K- 18.82% |
$1.92M - $2.12M
|
124K
$3.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-29.2K- 4.59% |
$1.95M - $2.16M
|
606K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.6K- 13.99% |
$2.04M - $2.27M
|
188K
$5.36M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34.5K- 0.34% |
$2.3M - $2.55M
|
10.2M
$291M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-38.8K- 10.27% |
$2.59M - $2.87M
|
339K
$9.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.9K- 2.22% |
$2.6M - $2.88M
|
1.71M
$48.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-43.8K- 3.59% |
$2.93M - $3.24M
|
1.18M
$33.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-47.4K- 13.35% |
$3.17M - $3.51M
|
308K
$8.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50.1K- 73.9% |
$3.34M - $3.71M
|
17.7K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-51.2K- 7.73% |
$3.42M - $3.79M
|
612K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-55.6K- 32.29% |
$3.71M - $4.11M
|
117K
$3.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-66K- 27.72% |
$4.41M - $4.89M
|
172K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-73K- 97.6% |
$4.87M - $5.4M
|
1.8K
$51.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-73.9K- 40.28% |
$4.93M - $5.46M
|
110K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-77.2K- 94.57% |
$5.15M - $5.71M
|
4.43K
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-77.9K- 71.18% |
$5.2M - $5.77M
|
31.6K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 11.68% |
$6.68M - $7.41M
|
757K
$21.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-980K- 99.77% |
$65.4M - $72.5M
|
2.28K
$64.9K
|