Purchases and Sales Made in Q3 2023 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 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 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
16.8K
+ 21.27%
$1.12M - $1.24M
96K $2.73M
Oct 25, 2023 Q3 2023
Smithbridge Asset Management Inc

BUY
 -
16.3K
+ 22.41%
$1.09M - $1.21M
89.1K $2.54M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
15.6K
+ 2.18%
$1.04M - $1.15M
730K $20.8M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
14.7K
+ 6.15%
$984K - $1.09M
254K $7.25M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
14.1K
+ 28.33%
$940K - $1.04M
63.8K $1.82M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
13.5K
New
$902K - $1M
13.5K $385K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
12.8K
+ 8.8%
$857K - $950K
159K $4.52M
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
12.7K
+ 1.27%
$850K - $942K
1.02M $28.9M
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
12.7K
New
$850K - $942K
12.7K $363K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
12.5K
New
$837K - $928K
12.5K $357K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
11.4K
New
$758K - $840K
11.4K $323K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.1K
+ 1.14%
$741K - $821K
988K $28.1M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
10.9K
New
$730K - $809K
10.9K $312K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
10.8K
+ 13.56%
$722K - $801K
90.6K $2.58M
Nov 14, 2023 Q3 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
10.6K
+ 7.89%
$711K - $788K
146K $4.14M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
10.1K
New
$672K - $745K
10.1K $287K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
9.91K
+ 4.55%
$662K - $733K
228K $6.49M
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
9.8K
+ 6.21%
$654K - $725K
168K $4.78M
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
9.44K
+ 9.54%
$630K - $699K
108K $3.09M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
9.17K
+ 17.92%
$612K - $678K
60.3K $1.72M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
9K
+ 12.1%
$601K - $666K
83.4K $2.37M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
8.94K
+ 6.27%
$596K - $661K
152K $4.32M
Oct 24, 2023 Q3 2023
Legacy Wealth Management, Inc

BUY
 -
8.75K
+ 0.64%
$584K - $648K
1.37M $39M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
8.15K
+ 8.59%
$544K - $603K
103K $2.94M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
7.97K
+ 43.8%
$532K - $589K
26.2K $745K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
7.9K
+ 1791.38%
$527K - $584K
8.34K $238K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
7.61K
+ 7.53%
$508K - $563K
109K $3.09M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
7.43K
+ 86.49%
$496K - $550K
16K $456K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
7.39K
+ 1.63%
$493K - $547K
460K $13.1M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
7.31K
+ 131.71%
$488K - $541K
12.9K $366K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7.25K
+ 14.49%
$484K - $537K
57.3K $1.63M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
7.25K
+ 80.03%
$484K - $537K
16.3K $465K
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
7.14K
+ 8.62%
$477K - $528K
90K $2.56M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7K
+ 2.93%
$467K - $518K
246K $7.01M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
6.8K
+ 3.04%
$454K - $503K
231K $6.57M
Oct 18, 2023 Q3 2023
Brand Asset Management Group, Inc.

BUY
 -
6.67K
+ 7.8%
$445K - $494K
92.3K $2.63M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
6.36K
+ 20.05%
$425K - $471K
38.1K $1.09M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
6.32K
+ 13.48%
$422K - $467K
53.2K $1.51M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
6.19K
New
$413K - $458K
6.19K $176K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.15K
+ 17.35%
$411K - $455K
41.6K $1.19M
Oct 23, 2023 Q3 2023
Financial Consulate, Inc

BUY
 -
6.03K
+ 2.14%
$403K - $446K
288K $8.19M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.01K
+ 39.97%
$401K - $445K
21K $599K
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
5.92K
+ 12.23%
$395K - $438K
54.3K $1.55M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.81K
+ 2.45%
$388K - $430K
243K $6.92M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.63K
+ 101.44%
$376K - $417K
11.2K $318K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.63K
+ 101.44%
$376K - $417K
11.2K $318K
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
5.52K
New
$368K - $408K
5.52K $157K
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
5.5K
+ 91.67%
$367K - $407K
11.5K $328K
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

BUY
 -
5.5K
+ 12.25%
$367K - $407K
50.4K $1.44M

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