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 10, 2023 Q3 2023
Triangle Securities Wealth Management

BUY
 -
323
+ 0.2%
$21.6K - $23.9K
162K $4.6M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
312
+ 0.61%
$20.8K - $23.1K
51.3K $1.46M
Nov 09, 2023 Q3 2023
Strategic Financial Planning, Inc.

BUY
 -
307
+ 1.24%
$20.5K - $22.7K
25K $713K
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
295
+ 6.63%
$19.7K - $21.8K
4.74K $135K
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

BUY
 -
289
+ 0.24%
$19.3K - $21.4K
123K $3.5M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
278
+ 0.08%
$18.6K - $20.6K
335K $9.54M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
277
+ 5.66%
$18.5K - $20.5K
5.17K $147K
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
275
+ 0.45%
$18.4K - $20.3K
61.9K $1.76M
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
251
+ 0.79%
$16.8K - $18.6K
32K $911K
Oct 19, 2023 Q3 2023
Rba Wealth Management, LLC

BUY
 -
246
+ 5.83%
$16.4K - $18.2K
4.47K $127K
Dec 07, 2023 Q3 2023
Financial Advisory Group

Houston, TX
BUY
 -
222
+ 0.58%
$14.8K - $16.4K
38.5K $1.1M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
218
+ 1.41%
$14.6K - $16.1K
15.7K $448K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
205
+ 77.07%
$13.7K - $15.2K
471 $13.4K
Oct 30, 2023 Q3 2023
Leisure Capital Management

BUY
 -
199
+ 0.64%
$13.3K - $14.7K
31.1K $885K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
198
New
$13.2K - $14.6K
198 $5.64K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
195
+ 0.08%
$13K - $14.4K
260K $7.4M
Nov 09, 2023 Q3 2023
Mengis Capital Management, Inc.

BUY
 -
175
+ 0.34%
$11.7K - $12.9K
52.2K $1.49M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
173
New
$11.5K - $12.8K
173 $4.93K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
172
New
$11.5K - $12.7K
172 $4.9K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
170
+ 3.56%
$11.3K - $12.6K
4.95K $141K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
163
+ 189.53%
$10.9K - $12.1K
249 $7.09K
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
150
+ 1.19%
$10K - $11.1K
12.7K $363K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
141
+ 0.07%
$9.41K - $10.4K
213K $6.07M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
133
+ 0.34%
$8.88K - $9.84K
39.5K $1.12M
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
126
+ 8.74%
$8.41K - $9.32K
1.57K $44.7K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
124
+ 0.11%
$8.28K - $9.17K
111K $3.16M
Oct 23, 2023 Q3 2023
Hendershot Investments Inc.

BUY
 -
124
+ 1.98%
$8.28K - $9.17K
6.37K $181K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
122
+ 0.18%
$8.14K - $9.03K
69.5K $1.98M
Oct 23, 2023 Q3 2023
Garrison Asset Management, LLC

BUY
 -
121
+ 2.07%
$8.08K - $8.95K
5.98K $170K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
118
+ 0.84%
$7.88K - $8.73K
14.2K $406K
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
115
+ 1.38%
$7.68K - $8.51K
8.45K $241K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
106
+ 1.08%
$7.08K - $7.84K
9.9K $282K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
103
New
$6.88K - $7.62K
103 $2.93K
Nov 14, 2023 Q3 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
100
+ 2.59%
$6.68K - $7.4K
3.96K $113K
Nov 15, 2023 Q3 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
100
+ 1.08%
$6.68K - $7.4K
9.33K $266K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
85
+ 0.54%
$5.67K - $6.29K
15.9K $453K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
82
+ 0.58%
$5.47K - $6.07K
14.3K $408K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
76
+ 1.01%
$5.07K - $5.62K
7.62K $217K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
69
+ 0.84%
$4.61K - $5.1K
8.28K $236K
Nov 13, 2023 Q3 2023
Chandler Asset Management, Inc.

BUY
 -
67
+ 0.38%
$4.47K - $4.96K
17.6K $501K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
58
New
$3.87K - $4.29K
58 $1.65K
Oct 27, 2023 Q3 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
51
+ 1.03%
$3.4K - $3.77K
5.01K $143K
Nov 02, 2023 Q3 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
49
+ 0.12%
$3.27K - $3.63K
39.3K $1.12M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
48
+ 0.13%
$3.2K - $3.55K
35.6K $1.01M
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

BUY
 -
47
+ 0.24%
$3.14K - $3.48K
19.9K $566K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
47
+ 7.47%
$3.14K - $3.48K
676 $19.3K
Oct 19, 2023 Q3 2023
Asset Planning Services Inc

BUY
 -
40
+ 0.62%
$2.67K - $2.96K
6.5K $185K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
39
+ 0.38%
$2.6K - $2.89K
10.3K $295K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
38
+ 1.19%
$2.54K - $2.81K
3.22K $91.7K

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