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
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
17.1K+ 5.3% |
$1.29M - $1.43M
|
341K
$9.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 5.45% |
$1.28M - $1.41M
|
328K
$9.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
16.3K+ 4.98% |
$1.23M - $1.35M
|
342K
$9.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
15.7K+ 2.45% |
$1.19M - $1.31M
|
658K
$18.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.8K+ 28.34% |
$1.12M - $1.23M
|
67.1K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14.6K+ 21.67% |
$1.1M - $1.22M
|
82.1K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$1.1M - $1.21M
|
14.6K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 2.25% |
$1.09M - $1.21M
|
660K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 3.33% |
$965K - $1.06M
|
397K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.7K+ 12.45% |
$957K - $1.05M
|
115K
$3.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.5KNew |
$868K - $957K
|
11.5K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 93.21% |
$844K - $930K
|
23.2K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 1.61% |
$843K - $930K
|
707K
$20.1M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.1K+ 160.85% |
$838K - $924K
|
18K
$513K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
11.1K+ 163.96% |
$837K - $922K
|
17.9K
$508K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.1KNew |
$835K - $920K
|
11.1K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
10.6K+ 10.01% |
$803K - $885K
|
117K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.4K+ 96.49% |
$784K - $864K
|
21.1K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 72.82% |
$778K - $857K
|
24.5K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 202.65% |
$772K - $851K
|
15.3K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2KNew |
$771K - $849K
|
10.2K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.2K+ 16.93% |
$771K - $849K
|
70.5K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 43.13% |
$766K - $845K
|
33.7K
$960K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9.74K+ 200.0% |
$735K - $810K
|
14.6K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.41K+ 6.6% |
$710K - $782K
|
152K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.24K+ 5.6% |
$698K - $769K
|
174K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.34KNew |
$630K - $694K
|
8.34K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.34KNew |
$630K - $694K
|
8.34K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.01K+ 1.66% |
$605K - $666K
|
489K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.98K+ 6.5% |
$602K - $664K
|
131K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.63K+ 100.03% |
$576K - $634K
|
15.3K
$434K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
7.37K+ 4.83% |
$556K - $613K
|
160K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7.29K+ 15.32% |
$550K - $606K
|
54.9K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.61K+ 3.01% |
$499K - $550K
|
226K
$6.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.58KNew |
$497K - $548K
|
6.58K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.57K+ 2.54% |
$496K - $546K
|
265K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$486K - $535K
|
6.43K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.4K+ 8.02% |
$483K - $532K
|
86.2K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.14KNew |
$464K - $511K
|
6.14K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.13K+ 510.74% |
$463K - $510K
|
7.34K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.88K+ 132.17% |
$444K - $489K
|
10.3K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.81K+ 10.18% |
$438K - $483K
|
62.8K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.8K+ 2.86% |
$438K - $482K
|
209K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.75K+ 18.93% |
$434K - $478K
|
36.1K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.74K+ 95.46% |
$433K - $478K
|
11.8K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.7KNew |
$430K - $474K
|
5.7K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.6K+ 3.14% |
$422K - $466K
|
184K
$5.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.38K+ 3.9% |
$406K - $447K
|
143K
$4.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.34KNew |
$403K - $444K
|
5.34K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5.29KNew |
$400K - $440K
|
5.29K
$151K
|