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 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.85K+ 221.04% |
$161K - $486K
|
8.5K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.83K+ 162.87% |
$161K - $484K
|
9.41K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.79K+ 202.45% |
$159K - $480K
|
8.64K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.78K+ 200.0% |
$159K - $480K
|
8.67K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.78K+ 130.83% |
$159K - $480K
|
10.2K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.78K+ 170.49% |
$159K - $480K
|
9.17K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.7KNew |
$157K - $473K
|
5.7K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5.63K+ 139.81% |
$155K - $468K
|
9.66K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.62K+ 430.65% |
$155K - $467K
|
6.93K
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.57K+ 183.14% |
$153K - $463K
|
8.61K
$241K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
5.55K+ 117.34% |
$153K - $461K
|
10.3K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 200.0% |
$151K - $457K
|
8.25K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.48K+ 186.91% |
$151K - $455K
|
8.42K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.43K+ 199.78% |
$150K - $451K
|
8.15K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.42K+ 206.44% |
$149K - $450K
|
8.04K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.42K+ 200.0% |
$149K - $450K
|
8.12K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.41K+ 201.08% |
$149K - $449K
|
8.1K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.4K+ 200.11% |
$149K - $448K
|
8.09K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.31K+ 200.0% |
$146K - $441K
|
7.97K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 178.61% |
$146K - $439K
|
8.24K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.9K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
5.26K+ 200.0% |
$145K - $437K
|
7.89K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
5.25K+ 200.0% |
$145K - $436K
|
7.88K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.25K+ 201.27% |
$144K - $436K
|
7.85K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 199.42% |
$143K - $432K
|
7.81K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.19K+ 149.01% |
$143K - $431K
|
8.67K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.18K+ 203.62% |
$143K - $430K
|
7.72K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.15K+ 200.0% |
$142K - $427K
|
7.72K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.12K+ 200.0% |
$141K - $425K
|
7.68K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.08K+ 200.16% |
$140K - $422K
|
7.61K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.04K+ 200.0% |
$139K - $419K
|
7.57K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.98K+ 200.0% |
$137K - $414K
|
7.47K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.97K+ 200.0% |
$137K - $413K
|
7.46K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.95K+ 201.18% |
$136K - $411K
|
7.41K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.89K+ 200.0% |
$135K - $406K
|
7.34K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.88K+ 185.71% |
$134K - $405K
|
7.5K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.84K+ 200.0% |
$133K - $402K
|
7.26K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
4.81K+ 187.04% |
$132K - $399K
|
7.37K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.44K+ 170.98% |
$122K - $368K
|
7.03K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.4K+ 169.98% |
$121K - $365K
|
6.99K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.18K+ 242.83% |
$115K - $347K
|
5.91K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.16K+ 200.58% |
$115K - $346K
|
6.24K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.06K+ 192.88% |
$112K - $337K
|
6.17K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.02K+ 200.0% |
$111K - $333K
|
6.02K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.99K+ 201.21% |
$110K - $331K
|
5.97K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.91K+ 210.49% |
$108K - $325K
|
5.77K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.83K+ 110.65% |
$105K - $318K
|
7.28K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$102K
|