Purchases and Sales Made in Q4 2024 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 2024. 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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82M+ 209.29% |
$188M - $566M
|
10.1M
$290M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78M+ 195.32% |
$104M - $314M
|
5.72M
$164M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.8M+ 203.94% |
$77.2M - $233M
|
4.18M
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42MNew |
$66.6M - $201M
|
2.42M
$69.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.23M+ 201.19% |
$61.5M - $186M
|
3.35M
$96.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.91M+ 196.85% |
$52.6M - $159M
|
2.88M
$82.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.28M+ 194.91% |
$35.3M - $106M
|
1.94M
$55.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.03M+ 209.92% |
$28.3M - $85.3M
|
1.52M
$43.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
996K+ 215.34% |
$27.4M - $82.7M
|
1.46M
$41.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
979K+ 315.03% |
$27M - $81.3M
|
1.29M
$37.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
926K+ 195.3% |
$25.5M - $76.9M
|
1.4M
$40.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
898K+ 156.72% |
$24.7M - $74.6M
|
1.47M
$42.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
833K+ 209.62% |
$22.9M - $69.1M
|
1.23M
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
758K+ 215.88% |
$20.9M - $63M
|
1.11M
$31.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
720K+ 211.13% |
$19.8M - $59.8M
|
1.06M
$30.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
687K+ 200.74% |
$18.9M - $57.1M
|
1.03M
$29.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$26.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
602K+ 194.39% |
$16.6M - $50M
|
911K
$26.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
556K+ 201.18% |
$15.3M - $46.1M
|
832K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
544K+ 763.02% |
$15M - $45.2M
|
615K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
527K+ 179.07% |
$14.5M - $43.7M
|
821K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
516K+ 203.78% |
$14.2M - $42.9M
|
770K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
516K+ 197.11% |
$14.2M - $42.8M
|
777K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436K+ 209.24% |
$12M - $36.2M
|
645K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
435K+ 181.51% |
$12M - $36.1M
|
674K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
428K+ 200.15% |
$11.8M - $35.5M
|
642K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
428KNew |
$11.8M - $35.5M
|
428K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
427K+ 174.72% |
$11.7M - $35.4M
|
671K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
423K+ 211.32% |
$11.7M - $35.1M
|
623K
$17.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
416K+ 200.58% |
$11.5M - $34.5M
|
623K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
389K+ 200.65% |
$10.7M - $32.3M
|
582K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
379K+ 206.24% |
$10.4M - $31.5M
|
563K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
377K+ 200.97% |
$10.4M - $31.3M
|
565K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
364K+ 178.24% |
$10M - $30.3M
|
569K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
349K+ 218.31% |
$9.62M - $29M
|
509K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
346K+ 195.89% |
$9.52M - $28.7M
|
522K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
343K+ 198.39% |
$9.45M - $28.5M
|
516K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
335K+ 196.71% |
$9.23M - $27.8M
|
506K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
333K+ 190.51% |
$9.18M - $27.7M
|
508K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
330K+ 200.73% |
$9.08M - $27.4M
|
494K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328K+ 171.71% |
$9.02M - $27.2M
|
518K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
322K+ 196.24% |
$8.86M - $26.7M
|
486K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
314K+ 206.95% |
$8.66M - $26.1M
|
466K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 184.05% |
$8.64M - $26M
|
484K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
294K+ 205.55% |
$8.11M - $24.4M
|
438K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288K+ 185.46% |
$7.94M - $23.9M
|
444K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
285K+ 170.88% |
$7.84M - $23.6M
|
451K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
280K+ 224.93% |
$7.71M - $23.2M
|
404K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
279K+ 200.32% |
$7.67M - $23.1M
|
418K
$12M
|