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 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
26K+ 204.33% |
$716K - $2.16M
|
38.7K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25.2K+ 229.94% |
$695K - $2.1M
|
36.2K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
25K+ 186.4% |
$689K - $2.08M
|
38.5K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.9K+ 191.38% |
$686K - $2.07M
|
37.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.3K+ 198.73% |
$670K - $2.02M
|
36.6K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.9K+ 1.17% |
$658K - $1.98M
|
2.07M
$59.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
23.7K+ 200.0% |
$652K - $1.97M
|
35.5K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 192.24% |
$647K - $1.95M
|
35.7K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
23.4K+ 200.76% |
$643K - $1.94M
|
35K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
23.3K+ 190.9% |
$642K - $1.94M
|
35.5K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.3K+ 211.27% |
$640K - $1.93M
|
34.3K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 205.25% |
$634K - $1.91M
|
34.2K
$990K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22.6K+ 198.5% |
$623K - $1.88M
|
34K
$985K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22.4K+ 196.75% |
$618K - $1.86M
|
33.8K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
22.4K+ 208.7% |
$617K - $1.86M
|
33.1K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.3K+ 207.25% |
$613K - $1.85M
|
33K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22.1K+ 226.6% |
$608K - $1.83M
|
31.8K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 237.4% |
$607K - $1.83M
|
31.3K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.9K+ 144.12% |
$603K - $1.82M
|
37.1K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
21.8K+ 138.12% |
$600K - $1.81M
|
37.6K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
21.5K+ 134.56% |
$593K - $1.79M
|
37.5K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3K+ 195.6% |
$587K - $1.77M
|
32.2K
$933K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.3K+ 103.02% |
$586K - $1.77M
|
41.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.3K+ 191.51% |
$585K - $1.76M
|
32.3K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21K+ 367.46% |
$578K - $1.74M
|
26.7K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21K+ 200.65% |
$578K - $1.74M
|
31.4K
$910K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.9KNew |
$575K - $1.73M
|
20.9K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.2K+ 200.06% |
$555K - $1.67M
|
30.2K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20K+ 203.77% |
$551K - $1.66M
|
29.8K
$863K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.9K+ 379.79% |
$547K - $1.65M
|
25.1K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19.8K+ 202.08% |
$547K - $1.65M
|
29.7K
$859K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.8K+ 194.38% |
$545K - $1.64M
|
30K
$868K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19.5K+ 200.05% |
$536K - $1.62M
|
29.2K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19.2K+ 194.73% |
$530K - $1.6M
|
29.1K
$843K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
19K+ 200.0% |
$522K - $1.57M
|
28.4K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.8K+ 201.3% |
$517K - $1.56M
|
28.1K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 198.21% |
$513K - $1.55M
|
28K
$810K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 425.23% |
$486K - $1.47M
|
21.8K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.6K+ 200.0% |
$485K - $1.46M
|
26.4K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.6K+ 201.97% |
$483K - $1.46M
|
26.2K
$759K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$480K - $1.45M
|
17.4K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.2K+ 189.98% |
$473K - $1.43M
|
26.2K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8KNew |
$462K - $1.39M
|
16.8K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
16.6KNew |
$457K - $1.38M
|
16.6K
$481K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16.4K+ 200.55% |
$452K - $1.36M
|
24.6K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.3K+ 197.65% |
$449K - $1.36M
|
24.6K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.3K+ 201.24% |
$448K - $1.35M
|
24.4K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.7K+ 204.68% |
$433K - $1.3M
|
23.4K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15.5K+ 200.36% |
$428K - $1.29M
|
23.3K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15.1K+ 196.09% |
$416K - $1.25M
|
22.8K
$660K
|