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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
131K+ 185.1% |
$3.6M - $10.8M
|
201K
$5.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
130K+ 1693.14% |
$3.58M - $10.8M
|
138K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
129K+ 183.92% |
$3.56M - $10.7M
|
200K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 350.58% |
$3.54M - $10.7M
|
165K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
127K+ 184.6% |
$3.51M - $10.6M
|
196K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
126K+ 216.61% |
$3.47M - $10.5M
|
184K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
126K+ 215.39% |
$3.46M - $10.4M
|
184K
$5.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
124K+ 146.24% |
$3.4M - $10.3M
|
208K
$5.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
122K+ 222.48% |
$3.36M - $10.1M
|
177K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
121K+ 206.87% |
$3.34M - $10.1M
|
180K
$5.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116K+ 228.77% |
$3.18M - $9.6M
|
166K
$4.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
111K+ 187.47% |
$3.06M - $9.23M
|
170K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
110K+ 233.15% |
$3.02M - $9.11M
|
157K
$4.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
108K+ 187.7% |
$2.97M - $8.96M
|
165K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
107K+ 204.23% |
$2.95M - $8.9M
|
160K
$4.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
107KNew |
$2.94M - $8.86M
|
107K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
106K+ 212.02% |
$2.92M - $8.82M
|
156K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 80.35% |
$2.89M - $8.73M
|
236K
$6.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103K+ 2390.81% |
$2.84M - $8.58M
|
108K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
98.6K+ 200.0% |
$2.72M - $8.19M
|
148K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
97.3K+ 198.47% |
$2.68M - $8.08M
|
146K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
96.9K+ 196.02% |
$2.67M - $8.05M
|
146K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
96.3K+ 200.41% |
$2.65M - $7.99M
|
144K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
95.9K+ 199.68% |
$2.64M - $7.96M
|
144K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
93.5K+ 173.3% |
$2.57M - $7.76M
|
147K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
92.9K+ 198.69% |
$2.56M - $7.72M
|
140K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.3K+ 355.14% |
$2.54M - $7.66M
|
118K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91.6K+ 196.65% |
$2.52M - $7.61M
|
138K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91.5K+ 182.39% |
$2.52M - $7.6M
|
142K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
90.6K+ 198.48% |
$2.49M - $7.52M
|
136K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
90.1K+ 201.19% |
$2.48M - $7.49M
|
135K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
89.6K+ 209.86% |
$2.47M - $7.44M
|
132K
$3.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83.1K+ 195.35% |
$2.29M - $6.9M
|
126K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81.6K+ 177.79% |
$2.25M - $6.77M
|
127K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
80.2K+ 238.92% |
$2.21M - $6.66M
|
114K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
79.9KNew |
$2.2M - $6.64M
|
79.9K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
79.5K+ 220.04% |
$2.19M - $6.6M
|
116K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
78.9K+ 190.59% |
$2.17M - $6.55M
|
120K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
78.7K+ 160.82% |
$2.17M - $6.53M
|
128K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.4K+ 198.57% |
$2.16M - $6.51M
|
118K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
78.4K+ 173.79% |
$2.16M - $6.51M
|
123K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
77K+ 198.83% |
$2.12M - $6.39M
|
116K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75.9K+ 194.43% |
$2.09M - $6.31M
|
115K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
75.6K+ 201.84% |
$2.08M - $6.28M
|
113K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
74.8K+ 207.38% |
$2.06M - $6.21M
|
111K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
74.4K+ 190.0% |
$2.05M - $6.18M
|
114K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
73.4K+ 198.98% |
$2.02M - $6.09M
|
110K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73K+ 188.25% |
$2.01M - $6.06M
|
112K
$3.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
72.3K+ 199.25% |
$1.99M - $6.01M
|
109K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
71.2K+ 197.81% |
$1.96M - $5.92M
|
107K
$3.08M
|