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 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
57+ 0.39% |
$3.59K - $4.33K
|
14.7K
$425K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
54+ 9.91% |
$3.4K - $4.1K
|
599
$17.3K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.48% |
$3.15K - $3.8K
|
10.4K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.48% |
$3.15K - $3.8K
|
10.4K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
49+ 0.42% |
$3.09K - $3.72K
|
11.7K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$2.9K - $3.49K
|
46
$1.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
46+ 1.21% |
$2.9K - $3.49K
|
3.84K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
45+ 0.45% |
$2.84K - $3.42K
|
9.95K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 4.79% |
$2.77K - $3.34K
|
963
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
43+ 0.57% |
$2.71K - $3.27K
|
7.65K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
42+ 2.68% |
$2.65K - $3.19K
|
1.61K
$46.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
38New |
$2.39K - $2.89K
|
38
$1.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.27% |
$2.21K - $2.66K
|
13.1K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
33+ 0.26% |
$2.08K - $2.51K
|
12.5K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 3.91% |
$2.08K - $2.51K
|
876
$25.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31+ 7.73% |
$1.95K - $2.35K
|
432
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
30+ 0.61% |
$1.89K - $2.28K
|
4.97K
$143K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 0.09% |
$1.89K - $2.28K
|
32.8K
$946K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
28+ 0.48% |
$1.76K - $2.13K
|
5.92K
$171K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
23+ 0.16% |
$1.45K - $1.75K
|
14.3K
$414K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.3% |
$1.32K - $1.59K
|
7.1K
$205K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.23% |
$1.26K - $1.52K
|
8.78K
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 2.18% |
$1.13K - $1.37K
|
843
$24.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
18+ 0.47% |
$1.13K - $1.37K
|
3.82K
$110K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
18+ 0.47% |
$1.13K - $1.37K
|
3.88K
$112K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
16+ 0.36% |
$1.01K - $1.22K
|
4.49K
$129K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16+ 0.35% |
$1.01K - $1.22K
|
4.55K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.05% |
$945 - $1.14K
|
30.5K
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
11+ 0.34% |
$693 - $835
|
3.29K
$94.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.21% |
$693 - $835
|
5.16K
$149K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$630 - $760
|
10
$288
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10+ 0.32% |
$630 - $760
|
3.12K
$90K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.18% |
$630 - $760
|
5.43K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.56% |
$378 - $456
|
1.07K
$30.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.18% |
$378 - $456
|
3.43K
$98.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$315 - $380
|
5
$144
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.06% |
$252 - $304
|
7.05K
$203K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.55% |
$252 - $304
|
732
$21.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$252 - $304
|
8.19K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.33% |
$189 - $228
|
918
$26.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$189 - $228
|
3
$86.5
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$189 - $228
|
4.84K
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2+ 0.01% |
$126 - $152
|
28.7K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.81% |
$126 - $152
|
249
$7.18K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2+ 0.04% |
$126 - $152
|
4.72K
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$126 - $152
|
9.01K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$126 - $152
|
10.9K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.82% |
$126 - $152
|
246
$7.09K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$126 - $152
|
2.97K
$85.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.03% |
$126 - $152
|
7.24K
$209K
|