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 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.03K+ 0.72% |
$65.1K - $78.5K
|
144K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.03K+ 3.6% |
$64.9K - $78.2K
|
29.7K
$821K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.02K+ 2.09% |
$64.1K - $77.2K
|
49.6K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.01K+ 5.28% |
$63.8K - $76.9K
|
20.2K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
962+ 11.31% |
$60.6K - $73.1K
|
9.47K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
960New |
$60.5K - $72.9K
|
960
$26.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
871+ 2.76% |
$54.9K - $66.2K
|
32.4K
$898K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
851+ 4.68% |
$53.6K - $64.6K
|
19K
$527K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
841+ 6.13% |
$53K - $63.9K
|
14.6K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
825+ 1.78% |
$52K - $62.7K
|
47.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
824+ 9.8% |
$51.9K - $62.6K
|
9.23K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
756+ 47.07% |
$47.6K - $57.4K
|
2.36K
$65.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
728+ 0.73% |
$45.9K - $55.3K
|
100K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
726+ 1.39% |
$45.7K - $55.1K
|
52.9K
$1.47M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
708New |
$44.6K - $53.8K
|
708
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
700+ 15.26% |
$44.1K - $53.2K
|
5.29K
$146K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
694+ 0.61% |
$43.7K - $52.7K
|
114K
$3.16M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
693+ 11.6% |
$43.7K - $52.6K
|
6.67K
$185K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
693+ 11.6% |
$43.7K - $52.6K
|
6.67K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
686+ 2.81% |
$43.2K - $52.1K
|
25.1K
$696K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
673+ 5.76% |
$42.4K - $51.1K
|
12.4K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
673+ 389.02% |
$42.4K - $51.1K
|
846
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
652+ 12.62% |
$41.1K - $49.5K
|
5.82K
$161K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
615+ 1.37% |
$38.8K - $46.7K
|
45.5K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
580+ 2.41% |
$36.5K - $44.1K
|
24.6K
$681K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
561+ 13.35% |
$35.3K - $42.6K
|
4.76K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
559+ 19.54% |
$35.2K - $42.5K
|
3.42K
$94.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
550+ 3.47% |
$34.7K - $41.8K
|
16.4K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
545+ 0.45% |
$34.3K - $41.4K
|
120K
$3.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
536+ 15.23% |
$33.8K - $40.7K
|
4.06K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
519New |
$32.7K - $39.4K
|
519
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
507+ 0.56% |
$31.9K - $38.5K
|
90.5K
$2.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
495+ 3.08% |
$31.2K - $37.6K
|
16.6K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
486+ 2.72% |
$30.6K - $36.9K
|
18.4K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
481+ 86.67% |
$30.3K - $36.5K
|
1.04K
$28.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
475+ 1.02% |
$29.9K - $36.1K
|
47.2K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
436+ 1.76% |
$27.5K - $33.1K
|
25.2K
$698K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
434+ 0.42% |
$27.3K - $33K
|
104K
$2.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
424+ 0.19% |
$26.7K - $32.2K
|
219K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
421New |
$26.5K - $32K
|
421
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
411+ 3.88% |
$25.9K - $31.2K
|
11K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
394+ 0.86% |
$24.8K - $29.9K
|
46.2K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
387+ 8.09% |
$24.4K - $29.4K
|
5.17K
$143K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
386+ 0.24% |
$24.3K - $29.3K
|
159K
$4.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
384+ 2.86% |
$24.2K - $29.2K
|
13.8K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
369+ 0.54% |
$23.3K - $28K
|
68.6K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
363+ 2.05% |
$22.9K - $27.6K
|
18.1K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
358+ 1.82% |
$22.6K - $27.2K
|
20K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
328+ 1.94% |
$20.7K - $24.9K
|
17.2K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
311+ 0.45% |
$19.6K - $23.6K
|
69.8K
$1.93M
|