Purchases and Sales Made in Q4 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.03%
$63 - $76
3.35K $96.5K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1
+ 0.61%
$63 - $76
166 $4.78K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1
+ 0.03%
$63 - $76
3.63K $104K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1
+ 0.07%
$63 - $76
1.34K $38.5K
Feb 14, 2024 Q4 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
1
+ 0.2%
$63 - $76
509 $14.7K
Jan 30, 2024 Q4 2023
Emfo, LLC

BUY
 -
1
+ 1.72%
$63 - $76
59 $1.7K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.91%
$63 - $76
111 $3.2K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1
+ 0.42%
$63 - $76
240 $6.92K
Feb 12, 2024 Q4 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
1
+ 1.41%
$63 - $76
72 $2.08K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

SELL
 -
-1
- 0.51%
$63 - $76
197 $5.68K
Jan 17, 2024 Q4 2023
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-2
- 0.01%
$126 - $152
23.1K $667K
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

SELL
 -
-2
- 0.01%
$126 - $152
14.2K $410K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

SELL
 -
-5
- 0.03%
$315 - $380
14.9K $431K
Feb 07, 2024 Q4 2023
Rba Wealth Management, LLC

SELL
 -
-5
- 0.11%
$315 - $380
4.46K $129K
Feb 08, 2024 Q4 2023
Pegasus Asset Management, Inc.

SELL
 -
-7
- 0.07%
$441 - $532
10.3K $296K
Jan 26, 2024 Q4 2023
Albion Financial Group

SELL
 -
-7
- 0.18%
$441 - $532
3.99K $115K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-10
- 5.05%
$630 - $760
188 $5.42K
Jan 18, 2024 Q4 2023
Williams Financial, LLC

Bennington, VT
SELL
 -
-11
- 0.22%
$693 - $835
5K $144K
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-11
- 0.1%
$693 - $835
11.3K $326K
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

SELL
 -
-14
- 0.05%
$882 - $1.06K
28.8K $829K
Jan 29, 2024 Q4 2023
Mbe Wealth Management, LLC

SELL
 -
-15
- 0.25%
$945 - $1.14K
6.09K $176K
Jan 17, 2024 Q4 2023
Keystone Wealth Services, LLC

SELL
 -
-16
- 0.39%
$1.01K - $1.22K
4.04K $116K
Feb 06, 2024 Q4 2023
Clifford Swan Investment Counsel LLC

SELL
 -
-19
- 0.61%
$1.2K - $1.44K
3.1K $89.3K
Jan 16, 2024 Q4 2023
Twele Capital Management, Inc.

SELL
 -
-19
- 0.3%
$1.2K - $1.44K
6.41K $185K
Feb 07, 2024 Q4 2023
Hallmark Capital Management Inc

SELL
 -
-19
- 7.98%
$1.2K - $1.44K
219 $6.31K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-21
- 13.73%
$1.32K - $1.59K
132 $3.8K
Feb 09, 2024 Q4 2023
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-24
- 0.32%
$1.51K - $1.82K
7.59K $219K
Jan 25, 2024 Q4 2023
Sol Capital Management CO

SELL
 -
-24
- 0.24%
$1.51K - $1.82K
10.1K $290K
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-25
- 0.29%
$1.58K - $1.9K
8.56K $247K
Feb 02, 2024 Q4 2023
Bip Wealth, LLC

Atlanta, GA
SELL
 -
-25
- 0.62%
$1.58K - $1.9K
4.04K $116K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
SELL
 -
-26
- 0.15%
$1.64K - $1.97K
17.2K $495K
Feb 06, 2024 Q4 2023
Regions Financial Corp

SELL
 -
-32
- 0.83%
$2.02K - $2.43K
3.83K $110K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-32
- 4.99%
$2.02K - $2.43K
609 $17.6K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-33
- 0.4%
$2.08K - $2.51K
8.27K $238K
Jan 31, 2024 Q4 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-34
- 1.11%
$2.14K - $2.58K
3.04K $87.5K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-35
- 0.45%
$2.21K - $2.66K
7.72K $222K
Feb 01, 2024 Q4 2023
New Square Capital LLC

SELL
 -
-40
- 76.92%
$2.52K - $3.04K
12 $346
Feb 08, 2024 Q4 2023
Trinity Point Wealth, LLC

SELL
 -
-42
- 1.36%
$2.65K - $3.19K
3.05K $87.8K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-46
- 1.24%
$2.9K - $3.49K
3.66K $105K
Feb 12, 2024 Q4 2023
Black Diamond Financial, LLC

SELL
 -
-46
- 0.05%
$2.9K - $3.49K
88.5K $2.55M
Feb 12, 2024 Q4 2023
Chesapeake Wealth Management

SELL
 -
-48
- 0.21%
$3.02K - $3.65K
23.2K $668K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

SELL
 -
-56
- 14.62%
$3.53K - $4.25K
327 $9.42K
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

SELL
 -
-59
- 0.89%
$3.72K - $4.48K
6.55K $189K
Feb 07, 2024 Q4 2023
Ltg Capital LLC

SELL
 -
-63
- 0.36%
$3.97K - $4.78K
17.7K $509K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-63
- 1.37%
$3.97K - $4.78K
4.54K $131K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

SELL
 -
-66
- 0.45%
$4.16K - $5.01K
14.6K $422K
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

SELL
 -
-70
- 0.55%
$4.41K - $5.32K
12.7K $365K
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

SELL
 -
-80
- 44.69%
$5.04K - $6.08K
99 $2.85K

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