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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 69.12% |
$240K - $290K
|
9.33K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.74K+ 145.25% |
$236K - $284K
|
6.32K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.72K+ 1.74% |
$234K - $282K
|
217K
$6M
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.7K+ 97.34% |
$233K - $281K
|
7.49K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.61K+ 33.02% |
$228K - $274K
|
14.6K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.6K+ 276.92% |
$227K - $273K
|
4.9K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.45KNew |
$217K - $262K
|
3.45K
$95.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.44K+ 13.15% |
$217K - $261K
|
29.6K
$819K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.41K+ 15.54% |
$215K - $259K
|
25.3K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$214K - $259K
|
3.4K
$94.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.38KNew |
$213K - $257K
|
3.38K
$93.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.32KNew |
$209K - $252K
|
3.32K
$91.8K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.31KNew |
$209K - $252K
|
3.31K
$91.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 26.82% |
$195K - $234K
|
14.6K
$404K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
3.07K+ 16.1% |
$193K - $233K
|
22.1K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.07KNew |
$193K - $233K
|
3.07K
$85K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.96KNew |
$187K - $225K
|
2.96K
$82K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.96K+ 1.89% |
$187K - $225K
|
160K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
2.94KNew |
$185K - $223K
|
2.94K
$81.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.93K+ 3.48% |
$185K - $223K
|
87.2K
$2.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.91K+ 4.48% |
$184K - $221K
|
67.9K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.87K+ 19.36% |
$181K - $218K
|
17.7K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$181K - $218K
|
2.87K
$79.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 2.39% |
$181K - $218K
|
123K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.86KNew |
$180K - $217K
|
2.86K
$79.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 9.17% |
$180K - $217K
|
34K
$941K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 9.17% |
$180K - $217K
|
34K
$941K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.84KNew |
$179K - $215K
|
2.84K
$78.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.82K+ 6.77% |
$178K - $214K
|
44.4K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.81KNew |
$177K - $213K
|
2.81K
$77.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.8KNew |
$176K - $213K
|
2.8K
$77.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.8K+ 3.77% |
$176K - $213K
|
77.1K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.79K+ 21.91% |
$176K - $212K
|
15.5K
$430K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.77KNew |
$175K - $211K
|
2.77K
$76.8K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
2.76KNew |
$174K - $209K
|
2.76K
$76.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
2.76K+ 38.37% |
$174K - $209K
|
9.94K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.75K+ 3.73% |
$173K - $209K
|
76.3K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.74KNew |
$173K - $208K
|
2.74K
$76K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.73KNew |
$172K - $208K
|
2.73K
$75.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$172K - $207K
|
2.73K
$75.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.71K+ 10.81% |
$171K - $206K
|
27.7K
$768K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.69KNew |
$170K - $205K
|
2.69K
$74.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
2.68KNew |
$169K - $204K
|
2.68K
$74.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.68KNew |
$169K - $203K
|
2.68K
$74.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.68K+ 19.44% |
$169K - $203K
|
16.5K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.66KNew |
$167K - $202K
|
2.66K
$73.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.57K+ 2.62% |
$162K - $195K
|
100K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
2.56K+ 12.89% |
$162K - $195K
|
22.5K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.51KNew |
$158K - $190K
|
2.51K
$69.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.5K+ 53.0% |
$157K - $190K
|
7.21K
$200K
|