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
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45.3KNew |
$1.25M - $3.76M
|
45.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
45K+ 212.56% |
$1.24M - $3.73M
|
66.1K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
44.9K+ 198.89% |
$1.24M - $3.73M
|
67.5K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44.3K+ 204.24% |
$1.22M - $3.68M
|
66K
$1.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
43.6K+ 183.71% |
$1.2M - $3.62M
|
67.3K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
42.8K+ 194.58% |
$1.18M - $3.55M
|
64.7K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.3K+ 139.57% |
$1.16M - $3.51M
|
72.6K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
42.1K+ 202.7% |
$1.16M - $3.49M
|
62.8K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.9K+ 200.02% |
$1.16M - $3.48M
|
62.9K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
41.1K+ 188.76% |
$1.13M - $3.41M
|
62.8K
$1.82M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
40.7K+ 207.47% |
$1.12M - $3.38M
|
60.3K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
40.3K+ 191.8% |
$1.11M - $3.34M
|
61.2K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$1.1M - $3.32M
|
40K
$1.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39.7K+ 342.15% |
$1.09M - $3.3M
|
51.3K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
39.1K+ 141.75% |
$1.08M - $3.25M
|
66.7K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
38.7K+ 201.5% |
$1.07M - $3.21M
|
57.9K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.6K+ 6.26% |
$1.06M - $3.2M
|
654K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
38.3K+ 205.08% |
$1.05M - $3.18M
|
56.9K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
37.7K+ 200.65% |
$1.04M - $3.13M
|
56.5K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 198.6% |
$1.03M - $3.1M
|
56.2K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
37.3K+ 223.69% |
$1.03M - $3.1M
|
54K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
37.2KNew |
$1.03M - $3.09M
|
37.2K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.2K+ 200.9% |
$1.03M - $3.09M
|
55.7K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
36.8K+ 199.0% |
$1.01M - $3.05M
|
55.3K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
36.7KNew |
$1.01M - $3.05M
|
36.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.6K+ 241.82% |
$1.01M - $3.04M
|
51.8K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
36.5K+ 201.13% |
$1M - $3.03M
|
54.6K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
36.4K+ 232.67% |
$1M - $3.02M
|
52.1K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
35.9K+ 201.23% |
$989K - $2.98M
|
53.8K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
35.8KNew |
$985K - $2.97M
|
35.8K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.4K+ 215.37% |
$975K - $2.94M
|
51.8K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
35.3K+ 200.28% |
$973K - $2.93M
|
53K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.3K+ 208.61% |
$971K - $2.93M
|
52.2K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35.1K+ 196.29% |
$967K - $2.92M
|
53K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35K+ 199.93% |
$964K - $2.91M
|
52.5K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 201.17% |
$952K - $2.87M
|
51.8K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
33.9K+ 215.54% |
$935K - $2.82M
|
49.7K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33.5K+ 212.92% |
$922K - $2.78M
|
49.2K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
33.3K+ 282.94% |
$916K - $2.76M
|
45K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
32.9K+ 189.22% |
$907K - $2.73M
|
50.3K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32.4K+ 207.44% |
$893K - $2.69M
|
48.1K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
31.9K+ 204.71% |
$880K - $2.65M
|
47.5K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30.4K+ 176.37% |
$838K - $2.53M
|
47.7K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
29.9K+ 200.0% |
$823K - $2.48M
|
44.8K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29.5K+ 188.28% |
$812K - $2.45M
|
45.1K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29K+ 191.48% |
$798K - $2.41M
|
44.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27K+ 215.24% |
$743K - $2.24M
|
39.5K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 195.37% |
$738K - $2.23M
|
40.5K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
26.7K+ 188.87% |
$736K - $2.22M
|
40.9K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
26.4K+ 494.89% |
$728K - $2.19M
|
31.8K
$920K
|