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
|
Betterment LLC
New York, NY |
BUY
|
- |
5.14K+ 22.89% |
$388K - $428K
|
27.6K
$787K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
5.06K+ 25.13% |
$382K - $421K
|
25.2K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.73K+ 2.85% |
$357K - $394K
|
170K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68K+ 46.87% |
$353K - $389K
|
14.7K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.68K+ 3.72% |
$353K - $389K
|
130K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.52KNew |
$341K - $376K
|
4.52K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.51K+ 51.12% |
$341K - $375K
|
13.3K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
4.51K+ 150366.67% |
$340K - $375K
|
4.51K
$129K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36K+ 4.25% |
$329K - $362K
|
107K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.19K+ 3.33% |
$316K - $348K
|
130K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.16K+ 67.53% |
$314K - $346K
|
10.3K
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.86K+ 16.66% |
$291K - $321K
|
27K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.85KNew |
$290K - $320K
|
3.85K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.79K+ 31.44% |
$286K - $315K
|
15.8K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.79KNew |
$286K - $315K
|
3.79K
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.78K+ 5.49% |
$285K - $314K
|
72.5K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
3.57K+ 105.37% |
$270K - $297K
|
6.96K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.56K+ 3.0% |
$269K - $296K
|
123K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
3.56K+ 4.6% |
$269K - $296K
|
80.9K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.55K+ 3.71% |
$268K - $295K
|
99.2K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.53K+ 42.8% |
$266K - $293K
|
11.8K
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$264K - $291K
|
3.5K
$99.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.46K+ 5.15% |
$261K - $288K
|
70.6K
$2.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.36KNew |
$253K - $279K
|
3.36K
$95.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.33KNew |
$252K - $277K
|
3.33K
$95K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.31K+ 3.16% |
$250K - $275K
|
108K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.31KNew |
$250K - $275K
|
3.31K
$94.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.27K+ 12.92% |
$247K - $272K
|
28.6K
$815K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.26K+ 39.09% |
$246K - $271K
|
11.6K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.17KNew |
$240K - $264K
|
3.17K
$90.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.14K+ 1.15% |
$237K - $262K
|
276K
$7.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3K+ 2.61% |
$226K - $250K
|
118K
$3.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.95K+ 1.76% |
$222K - $245K
|
170K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.9KNew |
$219K - $241K
|
2.9K
$82.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.68K+ 2.42% |
$202K - $223K
|
113K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.63KNew |
$199K - $219K
|
2.63K
$74.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.63KNew |
$198K - $218K
|
2.63K
$74.8K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.6KNew |
$196K - $216K
|
2.6K
$74.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.57K+ 4.58% |
$194K - $214K
|
58.6K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.57KNew |
$194K - $214K
|
2.57K
$73.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
2.57KNew |
$194K - $214K
|
2.57K
$73.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.56K+ 1.21% |
$193K - $213K
|
214K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.56KNew |
$193K - $213K
|
2.56K
$72.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.55K+ 2.99% |
$192K - $212K
|
87.8K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.54KNew |
$192K - $212K
|
2.54K
$72.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.52KNew |
$190K - $210K
|
2.52K
$71.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.51K+ 5.28% |
$190K - $209K
|
50.1K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.5KNew |
$189K - $208K
|
2.5K
$71.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.5K+ 2.51% |
$189K - $208K
|
102K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$70.9K
|