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 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.5K+ 319.55% |
$290K - $875K
|
13.8K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.5K+ 201.11% |
$290K - $875K
|
15.8K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.5K+ 221.05% |
$290K - $875K
|
15.3K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$286K - $862K
|
10.4K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.3K+ 271.31% |
$283K - $853K
|
14.1K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.2K+ 200.0% |
$280K - $845K
|
15.3K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 322.06% |
$279K - $841K
|
13.3K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.1K+ 196.06% |
$278K - $840K
|
15.3K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$276K - $831K
|
10K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
10K+ 201.23% |
$275K - $830K
|
15K
$419K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9.98K+ 201.76% |
$275K - $829K
|
14.9K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.93KNew |
$273K - $825K
|
9.93K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.92K+ 200.53% |
$273K - $824K
|
14.9K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.9K+ 255.59% |
$273K - $822K
|
13.8K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.79K+ 184.93% |
$270K - $813K
|
15.1K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
9.71K+ 200.16% |
$267K - $806K
|
14.6K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.7K+ 171.27% |
$267K - $806K
|
15.4K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.65K+ 196.94% |
$266K - $801K
|
14.6K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.53K+ 197.41% |
$262K - $791K
|
14.4K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.16KNew |
$252K - $760K
|
9.16K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.13K+ 154.69% |
$251K - $758K
|
15K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9.03K+ 200.0% |
$249K - $750K
|
13.5K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
9.02K+ 186.75% |
$248K - $749K
|
13.9K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.01K+ 218.42% |
$248K - $749K
|
13.1K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
8.99K+ 217.78% |
$248K - $747K
|
13.1K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.99K+ 200.71% |
$247K - $746K
|
13.5K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.88K+ 295.87% |
$244K - $737K
|
11.9K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.86K+ 268.32% |
$244K - $736K
|
12.2K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.78KNew |
$242K - $729K
|
8.78K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.77K+ 180.58% |
$242K - $728K
|
13.6K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.76K+ 200.0% |
$241K - $727K
|
13.1K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.75K+ 165.36% |
$241K - $727K
|
14K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.67K+ 200.69% |
$239K - $720K
|
13K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.62K+ 197.82% |
$237K - $716K
|
13K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8.59K+ 201.31% |
$237K - $714K
|
12.9K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.54K+ 200.66% |
$235K - $709K
|
12.8K
$358K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.5K+ 200.0% |
$234K - $706K
|
12.7K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
8.5K+ 185.87% |
$234K - $706K
|
13.1K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.49K+ 200.0% |
$234K - $705K
|
12.7K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.47K+ 270.63% |
$233K - $703K
|
11.6K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.29K+ 200.61% |
$228K - $688K
|
12.4K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
8.11K+ 199.98% |
$223K - $673K
|
12.2K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.03KNew |
$221K - $667K
|
8.03K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.02K+ 1931.57% |
$221K - $666K
|
8.43K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
7.99K+ 200.0% |
$220K - $663K
|
12K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$328K
|