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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 22.95% |
$151K - $167K
|
6.72K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.02K- 9.84% |
$153K - $168K
|
18.5K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.02K- 1.07% |
$153K - $168K
|
188K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.11K- 81.95% |
$159K - $176K
|
465
$13.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 1.71% |
$162K - $179K
|
124K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.24K- 4.25% |
$169K - $187K
|
50.5K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.27K- 1.89% |
$171K - $189K
|
118K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.3K- 55.3% |
$174K - $191K
|
1.86K
$52.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.35K- 29.69% |
$177K - $195K
|
5.56K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.36K- 35.31% |
$178K - $196K
|
4.32K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.37K- 5.38% |
$179K - $197K
|
41.6K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.38K- 14.22% |
$179K - $198K
|
14.3K
$408K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.38K- 4.85% |
$180K - $198K
|
46.8K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.39K- 16.82% |
$180K - $198K
|
11.8K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 10.08% |
$189K - $208K
|
22.3K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.5K- 16.67% |
$189K - $208K
|
12.5K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 6.82% |
$190K - $209K
|
34.4K
$979K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.53K- 15.47% |
$191K - $211K
|
13.9K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.61K- 21.02% |
$197K - $217K
|
9.82K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.63K- 9.18% |
$199K - $219K
|
26.1K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.7K- 27.73% |
$204K - $225K
|
7.04K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.71K- 6.04% |
$205K - $225K
|
42.2K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.73K- 14.87% |
$206K - $227K
|
15.6K
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.81K- 5.52% |
$212K - $233K
|
48K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.89K- 6.02% |
$218K - $240K
|
45.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.89K- 1.52% |
$218K - $240K
|
187K
$5.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.96K- 19.45% |
$223K - $246K
|
12.2K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.15K- 0.76% |
$238K - $262K
|
413K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.15K- 35.8% |
$238K - $262K
|
5.66K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 21.7% |
$238K - $262K
|
11.4K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.16K- 2.0% |
$239K - $263K
|
155K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.54% |
$242K - $266K
|
584K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.26K- 4.56% |
$246K - $271K
|
68.4K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 9.29% |
$249K - $275K
|
32.3K
$919K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.3K- 3.36% |
$249K - $275K
|
95.2K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.33K- 31.93% |
$251K - $277K
|
7.09K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.38K- 3.88% |
$255K - $281K
|
83.9K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.4K- 3.16% |
$257K - $283K
|
104K
$2.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.55K- 1.68% |
$268K - $295K
|
207K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.57K- 49.97% |
$270K - $297K
|
3.58K
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.16K- 2.78% |
$314K - $346K
|
146K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.19K- 74.48% |
$316K - $348K
|
1.43K
$40.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22K- 1.64% |
$319K - $351K
|
253K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.42K- 2.66% |
$334K - $368K
|
162K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.51K- 4.68% |
$340K - $375K
|
91.8K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.71K- 14.07% |
$356K - $392K
|
28.8K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-4.76K- 25.17% |
$359K - $396K
|
14.1K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.78K- 6.23% |
$361K - $398K
|
72K
$2.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.89K- 17.09% |
$369K - $407K
|
23.7K
$676K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.06K- 5.46% |
$382K - $421K
|
87.6K
$2.5M
|