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 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-741- 1.46% |
$55.9K - $61.6K
|
50.2K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-743- 3.31% |
$56.1K - $61.8K
|
21.7K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-768- 6.65% |
$58K - $63.9K
|
10.8K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-774- 22.23% |
$58.4K - $64.4K
|
2.71K
$77.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-775- 1.95% |
$58.5K - $64.5K
|
39.1K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-776- 1.72% |
$58.6K - $64.5K
|
44.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-817- 11.68% |
$61.7K - $68K
|
6.18K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-829- 6.62% |
$62.6K - $69K
|
11.7K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-834- 2.09% |
$62.9K - $69.4K
|
39.2K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-837- 2.55% |
$63.2K - $69.6K
|
32K
$912K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-840- 2.55% |
$63.4K - $69.9K
|
32.1K
$915K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-849- 0.23% |
$64.1K - $70.6K
|
362K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-869- 0.53% |
$65.6K - $72.3K
|
164K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-877- 1.24% |
$66.2K - $72.9K
|
69.7K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-916- 23.14% |
$69.1K - $76.2K
|
3.04K
$86.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-937- 20.06% |
$70.7K - $77.9K
|
3.73K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-943- 20.62% |
$71.2K - $78.4K
|
3.63K
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.28% |
$71.2K - $78.4K
|
27.8K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-957- 1.92% |
$72.2K - $79.6K
|
48.9K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-989- 3.59% |
$74.6K - $82.3K
|
26.5K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-993- 3.2% |
$74.9K - $82.6K
|
30K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.02K- 2.74% |
$76.7K - $84.5K
|
36.1K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 1.16% |
$77.6K - $85.5K
|
87.8K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.0% |
$82.9K - $91.4K
|
53.9K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.6% |
$89.3K - $98.4K
|
24.5K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.23K- 3.51% |
$92.7K - $102K
|
33.7K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.28K- 1.67% |
$96.9K - $107K
|
75.4K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.31K- 1.96% |
$99.1K - $109K
|
65.6K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.36K- 7.65% |
$103K - $113K
|
16.4K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.39K- 5.14% |
$105K - $115K
|
25.6K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.41K- 93.17% |
$106K - $117K
|
103
$2.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41K- 0.41% |
$106K - $117K
|
342K
$9.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 4.06% |
$107K - $118K
|
33.4K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.52K- 5.22% |
$115K - $127K
|
27.6K
$786K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 3.79% |
$115K - $127K
|
38.8K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.64% |
$117K - $129K
|
240K
$6.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55K- 3.5% |
$117K - $129K
|
42.7K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 22.84% |
$117K - $129K
|
5.23K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 55.81% |
$124K - $137K
|
1.31K
$37.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 2.84% |
$130K - $144K
|
59.1K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.74K- 9.32% |
$131K - $145K
|
16.9K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 0.99% |
$132K - $145K
|
175K
$4.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 5.14% |
$136K - $150K
|
33.3K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$491K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.88K- 17.74% |
$142K - $156K
|
8.72K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.9K- 7.68% |
$143K - $158K
|
22.8K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 12.32% |
$145K - $160K
|
13.7K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 1.92% |
$146K - $161K
|
98.6K
$2.81M
|