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 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 142.05% |
$217K - $655K
|
13.4K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.87K+ 239.3% |
$217K - $654K
|
11.2K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7.86K+ 201.95% |
$216K - $653K
|
11.7K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.86K+ 199.37% |
$216K - $652K
|
11.8K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.86K+ 210.7% |
$216K - $652K
|
11.6K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.79K+ 200.13% |
$214K - $647K
|
11.7K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.75KNew |
$213K - $643K
|
7.75K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 206.27% |
$212K - $640K
|
11.4K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 198.25% |
$212K - $639K
|
11.6K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.66KNew |
$211K - $636K
|
7.66K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.65K+ 200.03% |
$211K - $636K
|
11.5K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.61K+ 245.69% |
$210K - $632K
|
10.7K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
7.55K+ 201.23% |
$208K - $627K
|
11.3K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
7.47K+ 205.78% |
$206K - $620K
|
11.1K
$311K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.44KNew |
$205K - $618K
|
7.44K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.43K+ 224.42% |
$205K - $617K
|
10.7K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.37K+ 198.63% |
$203K - $612K
|
11.1K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.37K+ 48.3% |
$203K - $612K
|
22.6K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.33K+ 191.76% |
$202K - $608K
|
11.1K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.31K+ 205.05% |
$201K - $607K
|
10.9K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.29KNew |
$201K - $605K
|
7.29K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.26K+ 197.01% |
$200K - $603K
|
10.9K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.25K+ 199.97% |
$200K - $602K
|
10.9K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.14K+ 197.37% |
$196K - $592K
|
10.8K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$195K - $588K
|
7.08K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.05K+ 168.79% |
$194K - $586K
|
11.2K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.04K+ 199.94% |
$194K - $584K
|
10.6K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
6.94K+ 202.72% |
$191K - $576K
|
10.4K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.86K+ 263.64% |
$189K - $570K
|
9.46K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.8K+ 214.08% |
$187K - $564K
|
9.97K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.71K+ 199.97% |
$185K - $557K
|
10.1K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$183K - $552K
|
6.65K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.61K+ 18.34% |
$182K - $549K
|
42.7K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
6.52K+ 205.68% |
$180K - $542K
|
9.69K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.5K+ 196.37% |
$179K - $540K
|
9.81K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.41K+ 200.0% |
$177K - $532K
|
9.62K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.4K+ 200.0% |
$176K - $532K
|
9.61K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.34K+ 201.37% |
$175K - $526K
|
9.49K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.33K+ 203.83% |
$174K - $526K
|
9.44K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.21K+ 200.0% |
$171K - $516K
|
9.32K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.17K+ 200.0% |
$170K - $512K
|
9.25K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.13K+ 196.91% |
$169K - $509K
|
9.24K
$258K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.04K+ 185.14% |
$166K - $502K
|
9.31K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
6K+ 200.0% |
$165K - $498K
|
9K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.98K+ 206.03% |
$165K - $496K
|
8.88K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.94K+ 178.57% |
$164K - $493K
|
9.27K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.92K+ 200.0% |
$163K - $491K
|
8.88K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.87K+ 209.61% |
$162K - $487K
|
8.67K
$243K
|