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
|
Parallel Advisors, LLC
|
BUY
|
- |
310+ 2.77% |
$19.5K - $23.5K
|
11.5K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
305+ 1.75% |
$19.2K - $23.2K
|
17.7K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
304+ 1.77% |
$19.2K - $23.1K
|
17.5K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
292+ 6.75% |
$18.4K - $22.2K
|
4.62K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
286+ 4.49% |
$18K - $21.7K
|
6.66K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
282+ 3.78% |
$17.8K - $21.4K
|
7.75K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
272+ 7.07% |
$17.1K - $20.7K
|
4.12K
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
263+ 1.17% |
$16.6K - $20K
|
22.7K
$627K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
261+ 5.44% |
$16.4K - $19.8K
|
5.06K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
256+ 5.93% |
$16.1K - $19.4K
|
4.58K
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
254+ 1.51% |
$16K - $19.3K
|
17.1K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
251+ 0.55% |
$15.8K - $19.1K
|
46.3K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
247+ 0.55% |
$15.6K - $18.8K
|
45.1K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
230+ 1.22% |
$14.5K - $17.5K
|
19.1K
$528K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
229+ 5.89% |
$14.4K - $17.4K
|
4.12K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
215+ 0.67% |
$13.5K - $16.3K
|
32.2K
$892K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
209New |
$13.2K - $15.9K
|
209
$5.79K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
206+ 4.72% |
$13K - $15.6K
|
4.57K
$126K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
205New |
$12.9K - $15.6K
|
205
$5.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
201+ 1.44% |
$12.7K - $15.3K
|
14.2K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$5.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200+ 277.78% |
$12.6K - $15.2K
|
272
$7.53K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$5.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
182+ 0.2% |
$11.5K - $13.8K
|
89.9K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
180New |
$11.3K - $13.7K
|
180
$4.98K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
168+ 0.97% |
$10.6K - $12.8K
|
17.5K
$484K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
168+ 6.16% |
$10.6K - $12.8K
|
2.9K
$80.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
147New |
$9.26K - $11.2K
|
147
$4.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
143+ 1.89% |
$9.01K - $10.9K
|
7.7K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
138+ 13.6% |
$8.7K - $10.5K
|
1.15K
$31.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
136+ 2.49% |
$8.57K - $10.3K
|
5.6K
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 0.34% |
$8.57K - $10.3K
|
40.3K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
135+ 4.19% |
$8.51K - $10.3K
|
3.36K
$92.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
133+ 0.9% |
$8.38K - $10.1K
|
14.9K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
131New |
$8.25K - $9.95K
|
131
$3.63K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
129+ 3.13% |
$8.13K - $9.8K
|
4.25K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128New |
$8.07K - $9.72K
|
128
$3.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
121+ 0.31% |
$7.62K - $9.19K
|
39.8K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
104+ 1.98% |
$6.55K - $7.9K
|
5.36K
$148K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
100+ 1.7% |
$6.3K - $7.6K
|
5.98K
$166K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
100New |
$6.3K - $7.6K
|
100
$2.77K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
96+ 1.01% |
$6.05K - $7.29K
|
9.57K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
84+ 0.48% |
$5.29K - $6.38K
|
17.7K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
82+ 2.07% |
$5.17K - $6.23K
|
4.04K
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
80+ 1.94% |
$5.04K - $6.08K
|
4.21K
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
76+ 0.39% |
$4.79K - $5.77K
|
19.7K
$546K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
76+ 1.52% |
$4.79K - $5.77K
|
5.08K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
70+ 0.59% |
$4.41K - $5.32K
|
11.9K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65+ 1.13% |
$4.1K - $4.94K
|
5.8K
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.07% |
$3.72K - $4.48K
|
86.8K
$2.4M
|