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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-352- 1.3% |
$26.6K - $29.3K
|
26.7K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-354- 3.93% |
$26.7K - $29.4K
|
8.65K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-356- 6.22% |
$26.9K - $29.6K
|
5.37K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-362- 8.97% |
$27.3K - $30.1K
|
3.67K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-369- 2.68% |
$27.8K - $30.7K
|
13.4K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-372- 1.01% |
$28.1K - $30.9K
|
36.3K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-380- 4.34% |
$28.7K - $31.6K
|
8.37K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-386- 7.24% |
$29.1K - $32.1K
|
4.95K
$141K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-394- 0.68% |
$29.7K - $32.8K
|
57.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-398- 2.42% |
$30K - $33.1K
|
16.1K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-400- 0.34% |
$30.2K - $33.3K
|
117K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-408- 0.87% |
$30.8K - $33.9K
|
46.6K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 34.97% |
$31.1K - $34.3K
|
766
$21.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-418- 1.94% |
$31.5K - $34.8K
|
21.1K
$600K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-419- 4.46% |
$31.6K - $34.9K
|
8.98K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 13.68% |
$31.8K - $35K
|
2.66K
$75.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-421- 2.08% |
$31.8K - $35K
|
19.8K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-425- 16.3% |
$32.1K - $35.4K
|
2.18K
$62.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-427- 10.56% |
$32.2K - $35.5K
|
3.62K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-433- 2.78% |
$32.7K - $36K
|
15.1K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-451- 6.63% |
$34K - $37.5K
|
6.35K
$181K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-462- 10.41% |
$34.9K - $38.4K
|
3.98K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-474- 2.11% |
$35.8K - $39.4K
|
22K
$626K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-484- 0.36% |
$36.5K - $40.3K
|
135K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-487- 3.78% |
$36.8K - $40.5K
|
12.4K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-493- 2.74% |
$37.2K - $41K
|
17.5K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-496- 2.92% |
$37.4K - $41.3K
|
16.5K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-500- 0.56% |
$37.7K - $41.6K
|
88.1K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-504- 1.74% |
$38K - $41.9K
|
28.5K
$812K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-507- 1.27% |
$38.3K - $42.2K
|
39.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-517- 6.31% |
$39K - $43K
|
7.68K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-525- 3.48% |
$39.6K - $43.7K
|
14.6K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-534- 1.16% |
$40.3K - $44.4K
|
45.6K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-539- 11.55% |
$40.7K - $44.8K
|
4.13K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-540- 7.73% |
$40.8K - $44.9K
|
6.45K
$184K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-580- 10.11% |
$43.8K - $48.2K
|
5.16K
$147K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-583- 0.82% |
$44K - $48.5K
|
70.3K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-608- 6.61% |
$45.9K - $50.6K
|
8.59K
$245K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-619- 17.3% |
$46.7K - $51.5K
|
2.96K
$84.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-623- 0.56% |
$47K - $51.8K
|
111K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-628- 0.9% |
$47.4K - $52.2K
|
69K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-661- 10.65% |
$49.9K - $55K
|
5.55K
$158K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-663- 1.96% |
$50K - $55.1K
|
33.2K
$944K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-671- 6.9% |
$50.6K - $55.8K
|
9.05K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 11.39% |
$51.8K - $57.1K
|
5.34K
$152K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-698- 4.84% |
$52.7K - $58.1K
|
13.7K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-698- 4.24% |
$52.7K - $58.1K
|
15.8K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-705- 2.97% |
$53.2K - $58.6K
|
23.1K
$657K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-731- 0.34% |
$55.2K - $60.8K
|
213K
$6.07M
|