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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-118- 11.38% |
$7.88K - $8.73K
|
919
$26.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-119- 0.71% |
$7.94K - $8.8K
|
16.7K
$475K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-119- 0.07% |
$7.94K - $8.8K
|
177K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-120- 0.82% |
$8.01K - $8.88K
|
14.5K
$412K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-121- 0.32% |
$8.08K - $8.95K
|
38.2K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-129- 0.25% |
$8.61K - $9.54K
|
51.8K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-132- 2.97% |
$8.81K - $9.77K
|
4.32K
$123K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-140- 2.36% |
$9.35K - $10.4K
|
5.8K
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-144- 0.41% |
$9.61K - $10.7K
|
35.3K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-159- 4.48% |
$10.6K - $11.8K
|
3.39K
$96.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-171- 2.01% |
$11.4K - $12.7K
|
8.34K
$237K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-174- 1.85% |
$11.6K - $12.9K
|
9.23K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-174- 0.31% |
$11.6K - $12.9K
|
56.3K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-182- 2.82% |
$12.1K - $13.5K
|
6.28K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-185- 0.92% |
$12.3K - $13.7K
|
19.9K
$567K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-185- 4.43% |
$12.3K - $13.7K
|
3.99K
$114K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-189- 2.1% |
$12.6K - $14K
|
8.79K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-190- 0.39% |
$12.7K - $14.1K
|
48.2K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-190- 0.58% |
$12.7K - $14.1K
|
32.5K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-192- 0.35% |
$12.8K - $14.2K
|
54.4K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-197- 1.44% |
$13.1K - $14.6K
|
13.5K
$383K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-207- 0.88% |
$13.8K - $15.3K
|
23.2K
$661K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-214- 0.41% |
$14.3K - $15.8K
|
51.8K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-215- 4.73% |
$14.4K - $15.9K
|
4.33K
$123K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-223- 0.31% |
$14.9K - $16.5K
|
72.3K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-224- 14.38% |
$15K - $16.6K
|
1.33K
$38K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-238- 2.36% |
$15.9K - $17.6K
|
9.85K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-241- 0.34% |
$16.1K - $17.8K
|
69.9K
$1.99M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-250- 1.97% |
$16.7K - $18.5K
|
12.4K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-252- 1.8% |
$16.8K - $18.6K
|
13.8K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-256- 0.88% |
$17.1K - $18.9K
|
28.7K
$819K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-261- 1.73% |
$17.4K - $19.3K
|
14.9K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-273- 0.65% |
$18.2K - $20.2K
|
41.4K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-284- 1.33% |
$19K - $21K
|
21.1K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-284- 3.24% |
$19K - $21K
|
8.49K
$242K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-288- 34.16% |
$19.2K - $21.3K
|
555
$15.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-293- 5.69% |
$19.6K - $21.7K
|
4.86K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-297- 24.19% |
$19.8K - $22K
|
931
$26.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-300- 4.85% |
$20K - $22.2K
|
5.88K
$167K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-305- 30.5% |
$20.4K - $22.6K
|
695
$19.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-307- 6.11% |
$20.5K - $22.7K
|
4.72K
$134K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-320- 7.77% |
$21.4K - $23.7K
|
3.8K
$108K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-324- 6.76% |
$21.6K - $24K
|
4.47K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-325- 6.59% |
$21.7K - $24K
|
4.6K
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-338- 1.08% |
$22.6K - $25K
|
30.9K
$881K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-339- 1.34% |
$22.6K - $25.1K
|
25K
$713K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-341- 23.53% |
$22.8K - $25.2K
|
1.11K
$31.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-342- 0.39% |
$22.8K - $25.3K
|
86.7K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-347- 4.25% |
$23.2K - $25.7K
|
7.83K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-349- 3.88% |
$23.3K - $25.8K
|
8.66K
$246K
|