Purchases and Sales Made in Q3 2024 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 08, 2024 Q3 2024
Adviser Investments LLC

BUY
 -
415
+ 3.34%
$31.3K - $34.5K
12.8K $365K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
393
+ 1965.0%
$29.7K - $32.7K
413 $11.8K
Oct 15, 2024 Q3 2024
Leisure Capital Management

BUY
 -
379
+ 1.21%
$28.6K - $31.5K
31.8K $905K
Oct 16, 2024 Q3 2024
Cordant, Inc.

Portland, OR
BUY
 -
363
New
$27.4K - $30.2K
363 $10.3K
Nov 08, 2024 Q3 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
357
+ 0.32%
$26.9K - $29.7K
110K $3.14M
Oct 25, 2024 Q3 2024
American Financial Advisors, LLC

BUY
 -
353
+ 10.52%
$26.6K - $29.4K
3.71K $106K
Oct 22, 2024 Q3 2024
Asset Planning Services Inc

BUY
 -
350
+ 6.06%
$26.4K - $29.1K
6.13K $174K
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
340
+ 3.22%
$25.7K - $28.3K
10.9K $311K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
328
New
$24.8K - $27.3K
328 $9.34K
Oct 18, 2024 Q3 2024
Econ Financial Services Corp

BUY
 -
321
+ 1.5%
$24.2K - $26.7K
21.8K $620K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
289
+ 2.38%
$21.8K - $24K
12.4K $354K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
289
+ 26.42%
$21.8K - $24K
1.38K $39.4K
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
274
+ 2.56%
$20.7K - $22.8K
11K $313K
Oct 22, 2024 Q3 2024
Yhb Investment Advisors, Inc.

BUY
 -
271
+ 3.22%
$20.5K - $22.5K
8.69K $247K
Oct 30, 2024 Q3 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
265
+ 0.36%
$20K - $22K
74.6K $2.13M
Oct 15, 2024 Q3 2024
Pennsylvania Capital Management Inc

BUY
 -
263
+ 2.77%
$19.8K - $21.9K
9.74K $277K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
256
+ 121.33%
$19.3K - $21.3K
467 $13.3K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
250
New
$18.9K - $20.8K
250 $7.12K
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
236
+ 0.37%
$17.8K - $19.6K
64K $1.82M
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
233
+ 0.4%
$17.6K - $19.4K
58.1K $1.66M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
224
+ 1.88%
$16.9K - $18.6K
12.2K $346K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
203
+ 1.92%
$15.3K - $16.9K
10.8K $308K
Oct 25, 2024 Q3 2024
Gsb Wealth Management, LLC

BUY
 -
198
New
$14.9K - $16.5K
198 $5.64K
Oct 29, 2024 Q3 2024
Garrison Asset Management, LLC

BUY
 -
196
+ 2.95%
$14.8K - $16.3K
6.83K $194K
Nov 08, 2024 Q3 2024
Citizens Financial Group Inc

BUY
 -
194
+ 0.43%
$14.6K - $16.1K
44.8K $1.28M
Oct 22, 2024 Q3 2024
Brighton Jones LLC

BUY
 -
190
+ 2.51%
$14.3K - $15.8K
7.76K $221K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
190
+ 6333.33%
$14.3K - $15.8K
193 $5.5K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
187
New
$14.1K - $15.6K
187 $5.33K
Nov 14, 2024 Q3 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
179
+ 5.74%
$13.5K - $14.9K
3.3K $94K
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
177
+ 129.2%
$13.4K - $14.7K
314 $8.94K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
173
+ 3.72%
$13.1K - $14.4K
4.83K $137K
Oct 25, 2024 Q3 2024
Strategic Financial Planning, Inc.

BUY
 -
169
+ 0.64%
$12.8K - $14.1K
26.6K $758K
Nov 14, 2024 Q3 2024
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
166
+ 4.08%
$12.5K - $13.8K
4.23K $120K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
164
+ 23.87%
$12.4K - $13.6K
851 $24.2K
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
161
+ 28.05%
$12.2K - $13.4K
735 $20.9K
Oct 18, 2024 Q3 2024
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
155
+ 0.66%
$11.7K - $12.9K
23.6K $672K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
155
New
$11.7K - $12.9K
155 $4.41K
Nov 13, 2024 Q3 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
154
+ 1.59%
$11.6K - $12.8K
9.82K $280K
Nov 14, 2024 Q3 2024
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
145
+ 2.31%
$10.9K - $12.1K
6.44K $183K
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
137
+ 3.41%
$10.3K - $11.4K
4.15K $118K
Oct 08, 2024 Q3 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
127
+ 0.18%
$9.58K - $10.6K
70.1K $2M
Oct 31, 2024 Q3 2024
Chandler Asset Management, Inc.

BUY
 -
127
+ 0.72%
$9.58K - $10.6K
17.8K $508K
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
126
+ 0.42%
$9.51K - $10.5K
30.3K $863K
Nov 14, 2024 Q3 2024
Hendershot Investments Inc.

BUY
 -
125
+ 1.81%
$9.43K - $10.4K
7.01K $200K
Nov 12, 2024 Q3 2024
Goepper Burkhardt LLC

BUY
 -
125
+ 0.82%
$9.43K - $10.4K
15.3K $435K
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
123
+ 0.82%
$9.28K - $10.2K
15.2K $432K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
123
+ 0.35%
$9.28K - $10.2K
34.9K $995K
Nov 05, 2024 Q3 2024
Hc Advisors, LLC

BUY
 -
116
+ 0.34%
$8.75K - $9.65K
34.1K $971K
Oct 22, 2024 Q3 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
111
+ 5.65%
$8.38K - $9.23K
2.08K $59.1K

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