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 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
219K+ 197.25% |
$6.02M - $18.2M
|
330K
$9.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
217K+ 204.65% |
$5.97M - $18M
|
323K
$9.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
215K+ 201.31% |
$5.93M - $17.9M
|
322K
$9.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
214K+ 239.84% |
$5.88M - $17.7M
|
303K
$8.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
209K+ 207.37% |
$5.77M - $17.4M
|
310K
$8.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
208K+ 221.64% |
$5.74M - $17.3M
|
303K
$8.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
204K+ 206.19% |
$5.63M - $17M
|
304K
$8.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
203K+ 198.92% |
$5.58M - $16.8M
|
305K
$8.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
196K+ 191.73% |
$5.41M - $16.3M
|
299K
$8.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
190K+ 199.69% |
$5.23M - $15.8M
|
285K
$8.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
186KNew |
$5.12M - $15.4M
|
186K
$5.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
177K+ 213.24% |
$4.88M - $14.7M
|
260K
$7.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
175K+ 203.63% |
$4.83M - $14.6M
|
262K
$7.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
174K+ 304.12% |
$4.79M - $14.4M
|
231K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
171K+ 217.72% |
$4.71M - $14.2M
|
249K
$7.22M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
165K+ 196.65% |
$4.54M - $13.7M
|
249K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
160K+ 574.93% |
$4.4M - $13.3M
|
188K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
157K+ 198.12% |
$4.32M - $13M
|
236K
$6.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
154K+ 207.38% |
$4.24M - $12.8M
|
228K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
147K+ 197.58% |
$4.06M - $12.2M
|
222K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
146K+ 178.01% |
$4.03M - $12.1M
|
228K
$6.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
143KNew |
$3.94M - $11.9M
|
143K
$4.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
141K+ 199.38% |
$3.88M - $11.7M
|
211K
$6.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
140K+ 199.3% |
$3.85M - $11.6M
|
210K
$6.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
138K+ 190.8% |
$3.81M - $11.5M
|
211K
$6.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
131K+ 185.1% |
$3.6M - $10.8M
|
201K
$5.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
130K+ 1693.14% |
$3.58M - $10.8M
|
138K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
129K+ 183.92% |
$3.56M - $10.7M
|
200K
$5.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
126K+ 216.61% |
$3.47M - $10.5M
|
184K
$5.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
126K+ 215.39% |
$3.46M - $10.4M
|
184K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
124K+ 146.24% |
$3.4M - $10.3M
|
208K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
122K+ 222.48% |
$3.36M - $10.1M
|
177K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
121K+ 206.87% |
$3.34M - $10.1M
|
180K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
111K+ 187.47% |
$3.06M - $9.23M
|
170K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
110K+ 233.15% |
$3.02M - $9.11M
|
157K
$4.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
108K+ 187.7% |
$2.97M - $8.96M
|
165K
$4.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
107K+ 204.23% |
$2.95M - $8.9M
|
160K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
107KNew |
$2.94M - $8.86M
|
107K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
97.3K+ 198.47% |
$2.68M - $8.08M
|
146K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
96.9K+ 196.02% |
$2.67M - $8.05M
|
146K
$4.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
96.3K+ 200.41% |
$2.65M - $7.99M
|
144K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
95.9K+ 199.68% |
$2.64M - $7.96M
|
144K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
93.5K+ 173.3% |
$2.57M - $7.76M
|
147K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
92.9K+ 198.69% |
$2.56M - $7.72M
|
140K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.3K+ 355.14% |
$2.54M - $7.66M
|
118K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
89.6K+ 209.86% |
$2.47M - $7.44M
|
132K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81.6K+ 177.79% |
$2.25M - $6.77M
|
127K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80.2K+ 238.92% |
$2.21M - $6.66M
|
114K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
79.9KNew |
$2.2M - $6.64M
|
79.9K
$2.31M
|