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 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
33.3K+ 282.94% |
$916K - $2.76M
|
45K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
32.9K+ 189.22% |
$907K - $2.73M
|
50.3K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32.4K+ 207.44% |
$893K - $2.69M
|
48.1K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
32.4K+ 179.51% |
$892K - $2.69M
|
50.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
31.9K+ 204.71% |
$880K - $2.65M
|
47.5K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
31.1K+ 101.06% |
$856K - $2.58M
|
61.9K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30.4K+ 176.37% |
$838K - $2.53M
|
47.7K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 209.64% |
$829K - $2.5M
|
44.5K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
29.9K+ 200.0% |
$823K - $2.48M
|
44.8K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.7K+ 194.86% |
$819K - $2.47M
|
45K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29.5K+ 188.28% |
$812K - $2.45M
|
45.1K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29.3KNew |
$808K - $2.44M
|
29.3K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
29.3KNew |
$806K - $2.43M
|
29.3K
$841K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29K+ 191.48% |
$798K - $2.41M
|
44.1K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
28.9K+ 162.13% |
$797K - $2.4M
|
46.8K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.4K+ 203.19% |
$782K - $2.36M
|
42.4K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.1K+ 198.13% |
$747K - $2.25M
|
40.8K
$1.17M
|
|
|
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
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
26.4K+ 494.89% |
$728K - $2.19M
|
31.8K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26.2K+ 164.02% |
$721K - $2.17M
|
42.2K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
26K+ 204.33% |
$716K - $2.16M
|
38.7K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
25.6K+ 200.0% |
$705K - $2.13M
|
38.4K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25.2K+ 229.94% |
$695K - $2.1M
|
36.2K
$1.04M
|
|
|
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
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
24.8K+ 200.27% |
$684K - $2.06M
|
37.2K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24.6K+ 208.32% |
$677K - $2.04M
|
36.4K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24.3K+ 198.73% |
$670K - $2.02M
|
36.6K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.9K+ 1.17% |
$658K - $1.98M
|
2.07M
$59.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
23.7K+ 200.0% |
$652K - $1.97M
|
35.5K
$1.02M
|
|
|
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
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.3K+ 211.27% |
$640K - $1.93M
|
34.3K
$985K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
23.1K+ 200.0% |
$636K - $1.92M
|
34.7K
$996K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 205.25% |
$634K - $1.91M
|
34.2K
$984K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
22.8K+ 193.11% |
$627K - $1.89M
|
34.6K
$994K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22.6K+ 198.5% |
$623K - $1.88M
|
34K
$979K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22.4K+ 196.75% |
$618K - $1.86M
|
33.8K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
22.4K+ 208.7% |
$617K - $1.86M
|
33.1K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.3K+ 207.25% |
$613K - $1.85M
|
33K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22.1K+ 226.6% |
$608K - $1.83M
|
31.8K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 237.4% |
$607K - $1.83M
|
31.3K
$901K
|
|
|
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
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
21.5K+ 134.56% |
$593K - $1.79M
|
37.5K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3K+ 195.6% |
$587K - $1.77M
|
32.2K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.3K+ 103.02% |
$586K - $1.77M
|
41.9K
$1.21M
|