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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$39K - $118K
|
2.12K
$61.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 200.0% |
$38.7K - $117K
|
2.11K
$60.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.29K+ 77.4% |
$35.6K - $107K
|
2.96K
$85.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.23K+ 154.0% |
$33.9K - $102K
|
2.03K
$58.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.22K+ 200.0% |
$33.5K - $101K
|
1.82K
$52.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.21K+ 200.0% |
$33.4K - $101K
|
1.82K
$52.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 200.0% |
$30.6K - $92.2K
|
1.67K
$47.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 200.0% |
$30.3K - $91.3K
|
1.65K
$47.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$29.7K - $89.4K
|
1.08K
$31K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 181.08% |
$27.7K - $83.5K
|
1.56K
$44.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
984+ 200.0% |
$27.1K - $81.7K
|
1.48K
$42.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
930+ 200.0% |
$25.6K - $77.2K
|
1.4K
$40.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
882+ 200.0% |
$24.3K - $73.2K
|
1.32K
$38K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
828+ 200.48% |
$22.8K - $68.8K
|
1.24K
$35.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
748New |
$20.6K - $62.1K
|
748
$21.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
726+ 200.0% |
$20K - $60.3K
|
1.09K
$31.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
651New |
$17.9K - $54.1K
|
651
$18.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
640+ 200.0% |
$17.6K - $53.1K
|
960
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
634+ 200.0% |
$17.5K - $52.6K
|
951
$27.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
615+ 182.49% |
$16.9K - $51.1K
|
952
$27.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
555New |
$15.3K - $46.1K
|
555
$16K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
528New |
$14.5K - $43.8K
|
528
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
517+ 200.39% |
$14.2K - $42.9K
|
775
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
500+ 200.0% |
$13.8K - $41.5K
|
750
$21.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
461+ 0.71% |
$12.7K - $38.3K
|
65.8K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
453New |
$12.5K - $37.6K
|
453
$13K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
438+ 200.0% |
$12.1K - $36.4K
|
657
$18.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
426+ 0.37% |
$11.7K - $35.4K
|
115K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$12.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
426New |
$11.7K - $35.4K
|
426
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
393New |
$10.8K - $32.6K
|
393
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
337+ 200.6% |
$9.28K - $28K
|
505
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
337+ 1.08% |
$9.28K - $28K
|
31.6K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
310+ 200.0% |
$8.54K - $25.7K
|
465
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
292+ 200.0% |
$8.04K - $24.2K
|
438
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
262+ 200.0% |
$7.22K - $21.8K
|
393
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
250+ 200.0% |
$6.89K - $20.8K
|
375
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
224+ 200.0% |
$6.17K - $18.6K
|
336
$9.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
206+ 200.0% |
$5.67K - $17.1K
|
309
$8.88K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
203+ 200.99% |
$5.59K - $16.9K
|
304
$8.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
196+ 200.0% |
$5.4K - $16.3K
|
294
$8.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
195+ 0.64% |
$5.37K - $16.2K
|
30.9K
$888K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 269.23% |
$4.82K - $14.5K
|
240
$6.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
170+ 200.0% |
$4.68K - $14.1K
|
255
$7.33K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 200.0% |
$4.08K - $12.3K
|
222
$6.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
136+ 200.0% |
$3.75K - $11.3K
|
204
$5.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116+ 200.0% |
$3.19K - $9.63K
|
174
$5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103+ 201.96% |
$2.84K - $8.55K
|
154
$4.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
98+ 40.16% |
$2.7K - $8.14K
|
342
$9.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$2.09K - $6.31K
|
76
$2.19K
|