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 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.3K+ 191.51% |
$585K - $1.76M
|
32.3K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21K+ 367.46% |
$578K - $1.74M
|
26.7K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21K+ 200.65% |
$578K - $1.74M
|
31.4K
$904K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.9KNew |
$575K - $1.73M
|
20.9K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.2K+ 200.06% |
$555K - $1.67M
|
30.2K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20K+ 203.77% |
$551K - $1.66M
|
29.8K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.9K+ 379.79% |
$547K - $1.65M
|
25.1K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19.8K+ 202.08% |
$547K - $1.65M
|
29.7K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.8K+ 194.38% |
$545K - $1.64M
|
30K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19.5K+ 200.05% |
$536K - $1.62M
|
29.2K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19.2K+ 194.73% |
$530K - $1.6M
|
29.1K
$837K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
19K+ 200.0% |
$522K - $1.57M
|
28.4K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.8K+ 201.3% |
$517K - $1.56M
|
28.1K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 198.21% |
$513K - $1.55M
|
28K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.5K+ 200.0% |
$509K - $1.54M
|
27.7K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
17.9K+ 205.24% |
$494K - $1.49M
|
26.7K
$767K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.9KNew |
$493K - $1.49M
|
17.9K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 425.23% |
$486K - $1.47M
|
21.8K
$627K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.6K+ 200.0% |
$485K - $1.46M
|
26.4K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.6K+ 201.97% |
$483K - $1.46M
|
26.2K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
17.5K+ 200.57% |
$482K - $1.45M
|
26.2K
$754K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$480K - $1.45M
|
17.4K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.2K+ 189.98% |
$473K - $1.43M
|
26.2K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1K+ 204.44% |
$470K - $1.42M
|
25.4K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
17K+ 196.59% |
$468K - $1.41M
|
25.7K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8KNew |
$462K - $1.39M
|
16.8K
$482K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
16.7K+ 200.0% |
$461K - $1.39M
|
25.1K
$722K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16.7K+ 197.48% |
$460K - $1.39M
|
25.2K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
16.6K+ 219.93% |
$458K - $1.38M
|
24.2K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
16.6KNew |
$457K - $1.38M
|
16.6K
$477K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16.4K+ 200.55% |
$452K - $1.36M
|
24.6K
$707K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
16.4K+ 200.0% |
$452K - $1.36M
|
24.6K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
16.4KNew |
$451K - $1.36M
|
16.4K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.3K+ 197.65% |
$449K - $1.36M
|
24.6K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.3K+ 201.24% |
$448K - $1.35M
|
24.4K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
15.9K+ 199.2% |
$437K - $1.32M
|
23.8K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.7K+ 204.68% |
$433K - $1.3M
|
23.4K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 233.07% |
$432K - $1.3M
|
22.4K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15.5K+ 200.36% |
$428K - $1.29M
|
23.3K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15.1K+ 196.09% |
$416K - $1.25M
|
22.8K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
14.7K+ 5.48% |
$404K - $1.22M
|
283K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14.6K+ 208.04% |
$402K - $1.21M
|
21.6K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.6K+ 197.66% |
$402K - $1.21M
|
22K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 177.9% |
$398K - $1.2M
|
22.6K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
14.4K+ 183.92% |
$397K - $1.2M
|
22.3K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
14.4K+ 206.95% |
$397K - $1.2M
|
21.4K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.4KNew |
$396K - $1.19M
|
14.4K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
14.3K+ 195.22% |
$395K - $1.19M
|
21.7K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.1K+ 200.06% |
$388K - $1.17M
|
21.1K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
14.1K+ 142.77% |
$388K - $1.17M
|
23.9K
$689K
|