Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.06K- 2.37% |
$256K - $308K
|
167K
$4.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.09K- 10.87% |
$258K - $311K
|
33.6K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.13K- 0.79% |
$260K - $313K
|
520K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.31K- 48.15% |
$272K - $328K
|
4.64K
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.45K- 2.72% |
$281K - $338K
|
159K
$4.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.52K- 27.69% |
$285K - $343K
|
11.8K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-4.63K- 11.79% |
$292K - $352K
|
34.7K
$959K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.65K- 1.35% |
$293K - $353K
|
339K
$9.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.68K- 13.19% |
$295K - $356K
|
30.8K
$853K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.72K- 3.26% |
$298K - $359K
|
140K
$3.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.76K- 2.49% |
$300K - $361K
|
186K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.03K- 50.0% |
$317K - $382K
|
5.03K
$139K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-5.14K- 11.45% |
$324K - $390K
|
39.7K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.3K- 46.23% |
$334K - $402K
|
6.16K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.77K- 10.72% |
$364K - $438K
|
48.1K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.12K- 10.0% |
$385K - $465K
|
55K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.2K- 25.33% |
$390K - $471K
|
18.3K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.2K- 2.71% |
$391K - $471K
|
223K
$6.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6.26K- 13.02% |
$395K - $476K
|
41.8K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.42K- 8.13% |
$404K - $487K
|
72.5K
$2.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.48K- 34.18% |
$408K - $492K
|
12.5K
$346K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.76K- 9.3% |
$426K - $513K
|
65.9K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.81K- 2.62% |
$429K - $517K
|
253K
$7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.88K- 1.19% |
$434K - $523K
|
571K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.98K- 14.99% |
$440K - $530K
|
39.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.3K- 2.2% |
$460K - $554K
|
325K
$9M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.59K- 11.42% |
$478K - $576K
|
58.9K
$1.63M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.75K- 9.97% |
$488K - $588K
|
69.9K
$1.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-7.76K- 20.38% |
$489K - $590K
|
30.3K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.48K- 2.3% |
$534K - $644K
|
360K
$9.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.54K- 8.26% |
$538K - $649K
|
94.8K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8.69K- 5.28% |
$548K - $660K
|
156K
$4.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.63K- 18.11% |
$607K - $732K
|
43.6K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.87K- 66.43% |
$622K - $750K
|
4.99K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.96K- 21.12% |
$628K - $757K
|
37.2K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.1K- 40.18% |
$638K - $769K
|
15.1K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 7.72% |
$645K - $777K
|
122K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.5K- 53.84% |
$661K - $796K
|
8.99K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-10.7K- 45.29% |
$674K - $813K
|
12.9K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 15.88% |
$676K - $814K
|
56.8K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.7K- 66.59% |
$677K - $816K
|
5.39K
$149K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-11.2K- 35.56% |
$707K - $853K
|
20.3K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 57.16% |
$785K - $947K
|
9.34K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12.5K- 6.35% |
$790K - $952K
|
185K
$5.11M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-12.9K- 40.11% |
$814K - $981K
|
19.3K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-13.5K- 63.39% |
$853K - $1.03M
|
7.82K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-13.6K- 84.35% |
$857K - $1.03M
|
2.52K
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 15.81% |
$1.08M - $1.3M
|
91.4K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.6K- 10.89% |
$1.11M - $1.33M
|
144K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-17.9K- 14.3% |
$1.13M - $1.36M
|
108K
$2.98M
|