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 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7.99K+ 10.88% |
$503K - $606K
|
81.4K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.81K+ 17.08% |
$492K - $593K
|
53.5K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
7.72KNew |
$487K - $586K
|
7.72K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.53KNew |
$475K - $572K
|
7.53K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$468K - $564K
|
7.43K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7.38K+ 2.4% |
$465K - $560K
|
314K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.08K+ 11.73% |
$446K - $537K
|
67.4K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.03K+ 10.05% |
$443K - $534K
|
77K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
7K+ 1.52% |
$441K - $531K
|
467K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.4K+ 5.99% |
$403K - $486K
|
113K
$3.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.28KNew |
$396K - $477K
|
6.28K
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6K+ 1.72% |
$378K - $456K
|
355K
$9.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
5.89K+ 15.24% |
$371K - $447K
|
44.5K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.87K+ 8.32% |
$370K - $446K
|
76.4K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 0.34% |
$367K - $442K
|
1.72M
$47.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.8K+ 24.51% |
$365K - $440K
|
29.5K
$815K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.73K+ 98.88% |
$361K - $435K
|
11.5K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.71K+ 4.4% |
$360K - $434K
|
136K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.69K+ 3.55% |
$359K - $432K
|
166K
$4.59M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.55KNew |
$350K - $422K
|
5.55K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5.46K+ 7.61% |
$344K - $415K
|
77.2K
$2.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.39K+ 7.66% |
$340K - $410K
|
75.8K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.39K+ 2.39% |
$340K - $409K
|
231K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.37KNew |
$338K - $408K
|
5.37K
$149K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.28KNew |
$333K - $401K
|
5.28K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
5.23KNew |
$330K - $398K
|
5.23K
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.16K+ 141.09% |
$325K - $392K
|
8.82K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5.09K+ 7.05% |
$321K - $387K
|
77.4K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.07K+ 6.08% |
$319K - $385K
|
88.4K
$2.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.03KNew |
$317K - $382K
|
5.03K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.01K+ 5.13% |
$316K - $381K
|
103K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.99K+ 6.55% |
$314K - $379K
|
81.1K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
4.95K+ 37.41% |
$312K - $376K
|
18.2K
$503K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
4.89K+ 1.91% |
$308K - $371K
|
261K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.75K+ 17.43% |
$299K - $361K
|
32K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.74K+ 3.2% |
$299K - $360K
|
153K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.65K+ 5.09% |
$293K - $353K
|
95.9K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.59KNew |
$289K - $348K
|
4.59K
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.55KNew |
$287K - $345K
|
4.55K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.54KNew |
$286K - $345K
|
4.54K
$126K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.5KNew |
$283K - $341K
|
4.5K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 0.65% |
$277K - $333K
|
679K
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.37K+ 40.91% |
$275K - $332K
|
15K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.34KNew |
$273K - $329K
|
4.34K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.3K+ 5.0% |
$271K - $327K
|
90.4K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.28K+ 8.5% |
$270K - $325K
|
54.7K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.12K+ 1.23% |
$260K - $313K
|
339K
$9.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.05KNew |
$255K - $307K
|
4.05K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.03K+ 61.47% |
$254K - $306K
|
10.6K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.94K+ 2.8% |
$248K - $299K
|
145K
$4.01M
|