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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 3.12% |
$83.7K - $92.2K
|
36.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 39.94% |
$83.5K - $92K
|
3.88K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 6.54% |
$81.6K - $89.9K
|
17.6K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.08K+ 0.87% |
$81.2K - $89.5K
|
124K
$3.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06K+ 5.43% |
$80.3K - $88.5K
|
20.7K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 14.18% |
$79.6K - $87.8K
|
8.49K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01KNew |
$76.5K - $84.3K
|
1.01K
$28.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.01K+ 6.55% |
$76.1K - $83.8K
|
16.4K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
995+ 24.27% |
$75.1K - $82.8K
|
5.1K
$145K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
981+ 12.29% |
$74K - $81.6K
|
8.96K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
972+ 5.49% |
$73.4K - $80.9K
|
18.7K
$532K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
971+ 19.31% |
$73.3K - $80.8K
|
6K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
941+ 5.4% |
$71K - $78.3K
|
18.4K
$523K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
924+ 0.81% |
$69.7K - $76.9K
|
114K
$3.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
906+ 2.06% |
$68.4K - $75.4K
|
44.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
905+ 2.08% |
$68.3K - $75.3K
|
44.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
879+ 1.7% |
$66.3K - $73.1K
|
52.5K
$1.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
876+ 3.71% |
$66.1K - $72.9K
|
24.5K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
865+ 4.41% |
$65.3K - $72K
|
20.5K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
845+ 4.74% |
$63.8K - $70.3K
|
18.7K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
833+ 5.02% |
$62.9K - $69.3K
|
17.4K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
824+ 3.1% |
$62.2K - $68.5K
|
27.4K
$779K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
819+ 23.84% |
$61.8K - $68.1K
|
4.26K
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
770+ 4.26% |
$58.1K - $64K
|
18.8K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
747+ 10.45% |
$56.4K - $62.1K
|
7.89K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
733+ 0.92% |
$55.3K - $61K
|
80.8K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
715+ 1.22% |
$54K - $59.5K
|
59.3K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
699+ 13.3% |
$52.8K - $58.1K
|
5.96K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
682+ 6.07% |
$51.5K - $56.7K
|
11.9K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
679+ 0.6% |
$51.2K - $56.5K
|
114K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
654+ 5.02% |
$49.4K - $54.4K
|
13.7K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
644+ 2.55% |
$48.6K - $53.6K
|
25.9K
$738K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
604+ 9.37% |
$45.6K - $50.2K
|
7.05K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
575+ 1742.42% |
$43.4K - $47.8K
|
608
$17.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
570+ 20.86% |
$43K - $47.4K
|
3.3K
$94K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
570+ 12.44% |
$43K - $47.4K
|
5.15K
$147K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
560+ 0.41% |
$42.3K - $46.6K
|
138K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
557+ 18.52% |
$42K - $46.3K
|
3.56K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
537+ 2.94% |
$40.5K - $44.7K
|
18.8K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
529+ 3.28% |
$39.9K - $44K
|
16.7K
$475K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
518+ 6.66% |
$39.1K - $43.1K
|
8.3K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
514+ 3.5% |
$38.8K - $42.8K
|
15.2K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
511+ 1.45% |
$38.6K - $42.5K
|
35.8K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
509+ 9.33% |
$38.4K - $42.3K
|
5.97K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
493+ 6.17% |
$37.2K - $41K
|
8.48K
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
492New |
$37.1K - $40.9K
|
492
$14K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
477+ 6.24% |
$36K - $39.7K
|
8.12K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
474+ 12.96% |
$35.8K - $39.4K
|
4.13K
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
422+ 2.42% |
$31.8K - $35.1K
|
17.9K
$510K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
421+ 0.5% |
$31.8K - $35K
|
84.8K
$2.42M
|