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 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$70.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
2.49KNew |
$188K - $207K
|
2.49K
$70.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.47K+ 18.69% |
$186K - $205K
|
15.7K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$70.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.45K+ 6.29% |
$185K - $204K
|
41.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$185K - $203K
|
2.45K
$69.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.43KNew |
$184K - $202K
|
2.43K
$69.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.43K+ 2.43% |
$183K - $202K
|
102K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.42KNew |
$183K - $201K
|
2.42K
$68.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.4K+ 6.68% |
$181K - $200K
|
38.3K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.37K+ 1.03% |
$179K - $197K
|
233K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2.36K+ 4.22% |
$178K - $196K
|
58.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.3K+ 3.26% |
$173K - $191K
|
72.7K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.28K+ 5.1% |
$172K - $190K
|
47.1K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.2K+ 2.52% |
$166K - $183K
|
89.5K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 4.57% |
$163K - $180K
|
49.5K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.13K+ 2.76% |
$161K - $177K
|
79.2K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 56.0% |
$160K - $176K
|
5.9K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 8.03% |
$149K - $164K
|
26.5K
$755K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.86K+ 2.29% |
$141K - $155K
|
83.1K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.83K+ 1.34% |
$138K - $153K
|
139K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 2.44% |
$132K - $145K
|
73.2K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.71K+ 1.5% |
$129K - $142K
|
116K
$3.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.61K+ 6.7% |
$121K - $134K
|
25.6K
$729K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 3.88% |
$120K - $132K
|
42.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.56K+ 18.65% |
$118K - $130K
|
9.93K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.51K+ 4.2% |
$114K - $126K
|
37.5K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.5K+ 1.78% |
$113K - $125K
|
85.6K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 1.49% |
$113K - $125K
|
102K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.49K+ 0.15% |
$113K - $124K
|
971K
$27.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.49K+ 0.82% |
$113K - $124K
|
184K
$5.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.48K+ 18.93% |
$112K - $123K
|
9.29K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.46K+ 15.19% |
$110K - $122K
|
11.1K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.44K+ 1.75% |
$109K - $120K
|
83.9K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.44K+ 1.19% |
$108K - $119K
|
122K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.43K+ 49.64% |
$108K - $119K
|
4.32K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.4K+ 4.35% |
$106K - $116K
|
33.6K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1.25% |
$104K - $115K
|
112K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.36K+ 446.89% |
$103K - $113K
|
1.67K
$47.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.34K+ 14.28% |
$101K - $112K
|
10.7K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 1.83% |
$101K - $111K
|
74.3K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.33K+ 3.15% |
$100K - $110K
|
43.6K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.32KNew |
$99.6K - $110K
|
1.32K
$37.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.27K+ 3.56% |
$95.8K - $106K
|
36.9K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 3.14% |
$94.6K - $104K
|
41.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.24K+ 1.76% |
$93.8K - $103K
|
71.8K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.2K+ 2.87% |
$90.5K - $99.7K
|
43K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.12K+ 119.72% |
$84.8K - $93.4K
|
2.06K
$58.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.12K+ 1.07% |
$84.6K - $93.2K
|
106K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 11.39% |
$84K - $92.6K
|
10.9K
$310K
|