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 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.62K+ 199.94% |
$99.6K - $300K
|
5.43K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.47K+ 200.0% |
$95.6K - $288K
|
5.21K
$146K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.44K+ 200.06% |
$94.7K - $285K
|
5.16K
$144K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3.41K+ 200.0% |
$93.9K - $283K
|
5.12K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.23K+ 200.0% |
$88.8K - $268K
|
4.84K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 200.0% |
$86.1K - $260K
|
4.69K
$131K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$82.5K - $249K
|
3K
$83.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88K+ 18.83% |
$79.3K - $239K
|
18.2K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 200.0% |
$79K - $238K
|
4.3K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.82K+ 331.73% |
$77.7K - $234K
|
3.67K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.8KNew |
$77.1K - $232K
|
2.8K
$78.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.79K+ 200.0% |
$76.9K - $232K
|
4.19K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.77K+ 200.0% |
$76.2K - $230K
|
4.15K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.64KNew |
$72.7K - $219K
|
2.64K
$73.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$72.2K - $218K
|
2.62K
$73.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.55K+ 200.0% |
$70.2K - $212K
|
3.83K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.32K+ 36.18% |
$63.9K - $193K
|
8.73K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25K+ 221.79% |
$61.9K - $187K
|
3.26K
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.18K+ 201.11% |
$59.9K - $181K
|
3.26K
$91.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
2.12K+ 96.93% |
$58.3K - $176K
|
4.3K
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.04K+ 200.0% |
$56.2K - $169K
|
3.06K
$85.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2KNew |
$55.2K - $166K
|
2K
$56.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.96K+ 200.0% |
$54K - $163K
|
2.94K
$82.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.93K+ 200.0% |
$53K - $160K
|
2.89K
$80.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$80.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89K+ 980.83% |
$52.1K - $157K
|
2.09K
$58.4K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.88K+ 209.03% |
$51.6K - $156K
|
2.77K
$77.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 199.79% |
$51.6K - $156K
|
2.81K
$78.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.82K+ 176.09% |
$50.1K - $151K
|
2.85K
$79.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.79KNew |
$49.4K - $149K
|
1.79K
$50.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.79K+ 200.0% |
$49.2K - $148K
|
2.68K
$75K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.73KNew |
$47.6K - $143K
|
1.73K
$48.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.7K+ 200.0% |
$46.8K - $141K
|
2.55K
$71.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.67KNew |
$45.9K - $139K
|
1.67K
$46.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.64K+ 200.0% |
$45.2K - $136K
|
2.46K
$68.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 200.0% |
$44.1K - $133K
|
2.4K
$67.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 200.0% |
$42.6K - $129K
|
2.32K
$65K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.53K+ 238.75% |
$42.1K - $127K
|
2.17K
$60.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$41.6K - $126K
|
1.51K
$42.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.47K+ 200.27% |
$40.5K - $122K
|
2.21K
$61.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$39K - $118K
|
2.12K
$59.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 200.0% |
$38.7K - $117K
|
2.11K
$59K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.29K+ 77.4% |
$35.6K - $107K
|
2.96K
$82.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$34.3K - $103K
|
1.25K
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 200.0% |
$34.3K - $103K
|
1.87K
$52.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
1.23K+ 154.0% |
$33.9K - $102K
|
2.03K
$56.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.22K+ 200.0% |
$33.5K - $101K
|
1.82K
$51K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.21K+ 200.0% |
$33.4K - $101K
|
1.82K
$50.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.11K+ 200.0% |
$30.6K - $92.2K
|
1.67K
$46.6K
|