Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.95M+ 222.05% |
$374M - $412M
|
7.18M
$200M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.71M+ 22.19% |
$355M - $392M
|
25.9M
$722M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31M+ 261.72% |
$98.8M - $109M
|
1.81M
$50.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422K+ 217.72% |
$31.8M - $35.1M
|
616K
$17.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333K+ 3072.39% |
$25.1M - $27.7M
|
344K
$9.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
299K+ 217.48% |
$22.6M - $24.9M
|
437K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
295KNew |
$22.3M - $24.5M
|
295K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288K+ 14.57% |
$21.7M - $24M
|
2.26M
$63M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
182K+ 210.63% |
$13.7M - $15.1M
|
268K
$7.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
154KNew |
$11.6M - $12.8M
|
154K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147KNew |
$11.1M - $12.2M
|
147K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
99.2K+ 5.4% |
$7.48M - $8.25M
|
1.94M
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
94.4K+ 9262.12% |
$7.12M - $7.85M
|
95.4K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.4K+ 3.92% |
$6.74M - $7.43M
|
2.37M
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.8K+ 47.43% |
$6.7M - $7.39M
|
276K
$7.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
86.2K+ 8.41% |
$6.5M - $7.17M
|
1.11M
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.4K+ 2.59% |
$6.22M - $6.85M
|
3.26M
$90.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
81.1KNew |
$6.12M - $6.75M
|
81.1K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
78.5KNew |
$5.93M - $6.53M
|
78.5K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
68.6K+ 148.34% |
$5.18M - $5.71M
|
115K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
49KNew |
$3.7M - $4.08M
|
49K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
48KNew |
$3.62M - $4M
|
48K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
46.3K+ 101.46% |
$3.49M - $3.85M
|
91.9K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45.9KNew |
$3.46M - $3.82M
|
45.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44K+ 28.08% |
$3.32M - $3.66M
|
201K
$5.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
42.8K+ 189.87% |
$3.23M - $3.56M
|
65.3K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
41.6K+ 140.38% |
$3.14M - $3.46M
|
71.3K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
33.4K+ 351.02% |
$2.52M - $2.78M
|
42.9K
$1.19M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
33.3K+ 91.13% |
$2.51M - $2.77M
|
69.7K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.6K+ 33.36% |
$2.39M - $2.63M
|
126K
$3.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.3K+ 2.25% |
$2.29M - $2.52M
|
1.38M
$38.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 64.93% |
$2.25M - $2.48M
|
75.8K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
29.8K+ 188.97% |
$2.25M - $2.48M
|
45.6K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
27.8KNew |
$2.1M - $2.31M
|
27.8K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.9K+ 434.07% |
$2.03M - $2.24M
|
33.1K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
24.6K+ 213.55% |
$1.85M - $2.04M
|
36K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24.5K+ 37.96% |
$1.85M - $2.04M
|
89K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 34.85% |
$1.83M - $2.02M
|
94.1K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
24.3K+ 220.4% |
$1.83M - $2.02M
|
35.3K
$983K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 4.59% |
$1.79M - $1.97M
|
540K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 7.5% |
$1.64M - $1.8M
|
311K
$8.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
20.8KNew |
$1.57M - $1.73M
|
20.8K
$578K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.2K+ 6.09% |
$1.52M - $1.68M
|
351K
$9.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
20.2K+ 4.56% |
$1.52M - $1.68M
|
462K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 179.43% |
$1.49M - $1.64M
|
30.7K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.6KNew |
$1.48M - $1.63M
|
19.6K
$546K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 8.98% |
$1.47M - $1.62M
|
237K
$6.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.5K+ 393.88% |
$1.39M - $1.54M
|
23.2K
$644K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
18K+ 7.41% |
$1.36M - $1.5M
|
262K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
18K+ 10.25% |
$1.36M - $1.5M
|
194K
$5.39M
|