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 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.95K+ 201.18% |
$136K - $411K
|
7.41K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.89K+ 200.0% |
$135K - $406K
|
7.34K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.88K+ 185.71% |
$134K - $405K
|
7.5K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.84K+ 200.0% |
$133K - $402K
|
7.26K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
4.81K+ 187.04% |
$132K - $399K
|
7.37K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.44K+ 170.98% |
$122K - $368K
|
7.03K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.4K+ 169.98% |
$121K - $365K
|
6.99K
$190K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.23K+ 45.19% |
$117K - $352K
|
13.6K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.18K+ 242.83% |
$115K - $347K
|
5.91K
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.16K+ 200.58% |
$115K - $346K
|
6.24K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.06K+ 192.88% |
$112K - $337K
|
6.17K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.02K+ 200.0% |
$111K - $333K
|
6.02K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.99K+ 201.21% |
$110K - $331K
|
5.97K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.91K+ 210.49% |
$108K - $325K
|
5.77K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.83K+ 110.65% |
$105K - $318K
|
7.28K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$98.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.62K+ 199.94% |
$99.6K - $300K
|
5.43K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.47K+ 200.0% |
$95.6K - $288K
|
5.21K
$142K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.44K+ 200.06% |
$94.7K - $285K
|
5.16K
$140K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3.41K+ 200.0% |
$93.9K - $283K
|
5.12K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.23K+ 200.0% |
$88.8K - $268K
|
4.84K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 200.0% |
$86.1K - $260K
|
4.69K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$82.5K - $249K
|
3K
$81.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88K+ 18.83% |
$79.3K - $239K
|
18.2K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 200.0% |
$79K - $238K
|
4.3K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.82K+ 331.73% |
$77.7K - $234K
|
3.67K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.8KNew |
$77.1K - $232K
|
2.8K
$76.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.79K+ 200.0% |
$76.9K - $232K
|
4.19K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.77K+ 200.0% |
$76.2K - $230K
|
4.15K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.64KNew |
$72.7K - $219K
|
2.64K
$71.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$72.2K - $218K
|
2.62K
$71.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.55K+ 200.0% |
$70.2K - $212K
|
3.83K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.32K+ 36.18% |
$63.9K - $193K
|
8.73K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25K+ 221.79% |
$61.9K - $187K
|
3.26K
$88.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.18K+ 201.11% |
$59.9K - $181K
|
3.26K
$88.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
2.12K+ 96.93% |
$58.3K - $176K
|
4.3K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.04K+ 200.0% |
$56.2K - $169K
|
3.06K
$83.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2KNew |
$55.2K - $166K
|
2K
$54.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.96K+ 200.0% |
$54K - $163K
|
2.94K
$80.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.93K+ 200.0% |
$53K - $160K
|
2.89K
$78.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$78.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89K+ 980.83% |
$52.1K - $157K
|
2.09K
$56.8K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.88K+ 209.03% |
$51.6K - $156K
|
2.77K
$75.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 199.79% |
$51.6K - $156K
|
2.81K
$76.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.82K+ 176.09% |
$50.1K - $151K
|
2.85K
$77.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.79KNew |
$49.4K - $149K
|
1.79K
$48.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.79K+ 200.0% |
$49.2K - $148K
|
2.68K
$73K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.73KNew |
$47.6K - $143K
|
1.73K
$47.1K
|