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 09, 2023 Q3 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
839
+ 2.16%
$56K - $62.1K
39.7K $1.13M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
837
+ 396.68%
$55.9K - $61.9K
1.05K $29.8K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
767
+ 10957.14%
$51.2K - $56.7K
774 $22K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
746
+ 9.74%
$49.8K - $55.2K
8.41K $239K
May 24, 2024 Q3 2023
Garrison Asset Management, LLC

BUY
 -
714
+ 13.57%
$47.7K - $52.8K
5.98K $170K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
705
+ 8.06%
$47.1K - $52.2K
9.46K $269K
Nov 02, 2023 Q3 2023
Arlington Financial Advisors, LLC

BUY
 -
695
+ 4.18%
$46.4K - $51.4K
17.3K $493K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
667
+ 4.19%
$44.5K - $49.3K
16.6K $473K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
642
+ 1.37%
$42.9K - $47.5K
47.4K $1.35M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
619
+ 3.25%
$41.3K - $45.8K
19.7K $560K
Nov 13, 2023 Q3 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
607
+ 15.58%
$40.5K - $44.9K
4.5K $128K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
605
+ 4.47%
$40.4K - $44.8K
14.1K $403K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
602
+ 299.5%
$40.2K - $44.5K
803 $22.9K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
598
+ 3.14%
$39.9K - $44.2K
19.6K $559K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
586
+ 3.77%
$39.1K - $43.4K
16.1K $459K
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
584
+ 12.08%
$39K - $43.2K
5.42K $154K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
575
+ 22.66%
$38.4K - $42.5K
3.11K $88.6K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
560
+ 1.92%
$37.4K - $41.4K
29.8K $847K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
550
+ 0.71%
$36.7K - $40.7K
77.7K $2.21M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
547
New
$36.5K - $40.5K
547 $15.6K
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
535
+ 2.31%
$35.7K - $39.6K
23.7K $674K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
516
+ 14.56%
$34.4K - $38.2K
4.06K $116K
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
516
+ 8.54%
$34.4K - $38.2K
6.56K $187K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
516
+ 10.12%
$34.4K - $38.2K
5.62K $160K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
510
New
$34K - $37.7K
510 $14.5K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
509
+ 100.59%
$34K - $37.7K
1.02K $28.9K
Oct 13, 2023 Q3 2023
Prentice Wealth Management LLC

BUY
 -
508
+ 3.0%
$33.9K - $37.6K
17.4K $497K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
501
+ 0.57%
$33.4K - $37.1K
88.6K $2.52M
Oct 23, 2023 Q3 2023
Ulland Investment Advisors, LLC

BUY
 -
498
+ 1.45%
$33.2K - $36.8K
34.8K $990K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
497
+ 1.3%
$33.2K - $36.8K
38.7K $1.1M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
478
+ 24.28%
$31.9K - $35.4K
2.45K $69.7K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
460
+ 8.1%
$30.7K - $34K
6.14K $175K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
455
+ 3.1%
$30.4K - $33.7K
15.1K $431K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
450
+ 1285.71%
$30K - $33.3K
485 $13.8K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
429
+ 2.75%
$28.6K - $31.7K
16.1K $457K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
416
+ 2.53%
$27.8K - $30.8K
16.8K $479K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
411
New
$27.4K - $30.4K
411 $11.7K
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
409
+ 1.86%
$27.3K - $30.3K
22.4K $637K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
409
+ 0.44%
$27.3K - $30.3K
93.1K $2.65M
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
401
+ 5.6%
$26.8K - $29.7K
7.56K $215K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
395
+ 0.74%
$26.4K - $29.2K
53.4K $1.52M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
362
+ 8.32%
$24.2K - $26.8K
4.72K $134K
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
357
+ 3.15%
$23.8K - $26.4K
11.7K $333K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
357
+ 2.59%
$23.8K - $26.4K
14.2K $403K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
354
+ 2.6%
$23.6K - $26.2K
14K $398K
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
346
+ 0.19%
$23.1K - $25.6K
183K $5.2M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
335
+ 9.93%
$22.4K - $24.8K
3.71K $106K
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
334
+ 2.0%
$22.3K - $24.7K
17K $484K
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
327
+ 5.91%
$21.8K - $24.2K
5.86K $167K

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