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
Oct 19, 2023 Q3 2023
Mokosak Advisory Group, LLC

BUY
 -
5.3K
+ 1.76%
$354K - $392K
307K $8.74M
Nov 13, 2023 Q3 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
5.11K
+ 7.85%
$341K - $378K
70.2K $2M
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
5.11K
+ 3.04%
$341K - $378K
173K $4.92M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
5K
+ 15.92%
$334K - $370K
36.4K $1.04M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
5K
New
$334K - $370K
5K $142K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.59K
+ 6.59%
$307K - $340K
74.3K $2.12M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
4.51K
+ 2.79%
$301K - $334K
166K $4.73M
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
4.37K
+ 20.84%
$292K - $323K
25.3K $722K
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
4.36K
+ 4.76%
$291K - $322K
95.9K $2.73M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
4.26K
+ 6.15%
$284K - $315K
73.6K $2.1M
Nov 02, 2023 Q3 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
4.2K
+ 3.44%
$280K - $310K
126K $3.59M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
4.14K
New
$276K - $306K
4.14K $118K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
4.07K
+ 54.66%
$272K - $301K
11.5K $328K
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
3.99K
+ 1.16%
$266K - $295K
349K $9.93M
Nov 06, 2023 Q3 2023
Manchester Financial Inc

BUY
 -
3.91K
+ 1.35%
$261K - $289K
293K $8.33M
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
3.89K
+ 9.11%
$259K - $288K
46.6K $1.33M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.7K
New
$247K - $274K
3.7K $105K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.66K
New
$245K - $271K
3.66K $104K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
3.62K
New
$242K - $268K
3.62K $103K
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
3.59K
+ 2.34%
$240K - $266K
157K $4.47M
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
3.5K
+ 5.56%
$234K - $259K
66.5K $1.89M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
3.44K
New
$230K - $254K
3.44K $98K
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

BUY
 -
3.39K
+ 2.59%
$226K - $251K
134K $3.83M
Oct 20, 2023 Q3 2023
Newton One Investments LLC

BUY
 -
3.25K
+ 1.52%
$217K - $240K
217K $6.19M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
3.22K
+ 3.33%
$215K - $238K
99.7K $2.84M
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
3.2K
+ 4.62%
$213K - $236K
72.3K $2.06M
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
3.13K
+ 5.05%
$209K - $231K
65K $1.85M
Oct 10, 2023 Q3 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
3.04K
+ 2.6%
$203K - $225K
120K $3.41M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
3.03K
+ 12.51%
$202K - $224K
27.3K $776K
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
2.92K
+ 0.5%
$195K - $216K
589K $16.8M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2.92K
+ 202.08%
$195K - $216K
4.36K $124K
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
2.88K
+ 15.89%
$192K - $213K
21K $599K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
2.58K
New
$172K - $191K
2.58K $73.4K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
2.5K
+ 31.92%
$167K - $185K
10.3K $294K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.3K
+ 1.18%
$153K - $170K
196K $5.59M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.3K
+ 1.57%
$153K - $170K
148K $4.22M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.28K
+ 10.94%
$152K - $169K
23.1K $658K
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.26K
+ 27.97%
$151K - $167K
10.3K $295K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
2.26K
+ 18.22%
$151K - $167K
14.7K $418K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
2.12K
+ 12.71%
$142K - $157K
18.8K $535K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
2.11K
+ 10.18%
$141K - $156K
22.8K $650K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
2.09K
+ 2.07%
$140K - $155K
103K $2.94M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.09K
+ 2.18%
$139K - $154K
97.6K $2.78M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
2.09K
+ 4.72%
$139K - $154K
46.3K $1.32M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.04K
+ 2.07%
$136K - $151K
100K $2.86M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
2.01K
+ 1.64%
$134K - $148K
125K $3.55M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.94K
+ 1.91%
$129K - $143K
103K $2.95M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.9K
+ 7.06%
$127K - $140K
28.8K $820K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
1.9K
+ 117.97%
$127K - $140K
3.51K $99.8K

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