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 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.1K+ 177.48% |
$388K - $1.17M
|
22K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
14K+ 199.56% |
$386K - $1.16M
|
21K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14K+ 200.65% |
$385K - $1.16M
|
20.9K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
13.5K+ 193.33% |
$371K - $1.12M
|
20.4K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$370K - $1.11M
|
13.4K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.2K+ 220.1% |
$364K - $1.1M
|
19.2K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
13K+ 197.43% |
$359K - $1.08M
|
19.6K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
13KNew |
$358K - $1.08M
|
13K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.9K+ 182.24% |
$354K - $1.07M
|
19.9K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
12.6K+ 205.47% |
$347K - $1.05M
|
18.7K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.4K+ 199.23% |
$340K - $1.03M
|
18.6K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 198.66% |
$340K - $1.03M
|
18.6K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
12.2K+ 193.78% |
$336K - $1.01M
|
18.5K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
12K+ 201.24% |
$331K - $999K
|
18K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12K+ 2.74% |
$329K - $993K
|
449K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 169.27% |
$329K - $991K
|
19K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.7K+ 201.23% |
$323K - $975K
|
17.6K
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.7K+ 184.59% |
$323K - $973K
|
18.1K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
11.6K+ 200.0% |
$319K - $963K
|
17.4K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
11.4K+ 161.05% |
$315K - $948K
|
18.5K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
11.2K+ 200.29% |
$309K - $932K
|
16.8K
$484K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1KNew |
$307K - $925K
|
11.1K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.1K+ 198.22% |
$307K - $925K
|
16.8K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
11.1KNew |
$306K - $922K
|
11.1K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.1K+ 200.0% |
$306K - $922K
|
16.7K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
10.9KNew |
$300K - $904K
|
10.9K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
10.8K+ 195.51% |
$299K - $900K
|
16.4K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
10.8KNew |
$297K - $896K
|
10.8K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.6K+ 261.68% |
$292K - $879K
|
14.6K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
10.6K+ 205.45% |
$292K - $879K
|
15.7K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.5K+ 201.11% |
$290K - $875K
|
15.8K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.5K+ 221.05% |
$290K - $875K
|
15.3K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$286K - $862K
|
10.4K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.3K+ 271.31% |
$283K - $853K
|
14.1K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.2K+ 200.0% |
$280K - $845K
|
15.3K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.1K+ 196.06% |
$278K - $840K
|
15.3K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$276K - $831K
|
10K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10K+ 200.0% |
$275K - $830K
|
15K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
10K+ 201.23% |
$275K - $830K
|
15K
$430K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9.98K+ 201.76% |
$275K - $829K
|
14.9K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.93KNew |
$273K - $825K
|
9.93K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.92K+ 200.53% |
$273K - $824K
|
14.9K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.79K+ 184.93% |
$270K - $813K
|
15.1K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.7K+ 171.27% |
$267K - $806K
|
15.4K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.16KNew |
$252K - $760K
|
9.16K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9.03K+ 200.0% |
$249K - $750K
|
13.5K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
9.02K+ 186.75% |
$248K - $749K
|
13.9K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.01K+ 218.42% |
$248K - $749K
|
13.1K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.99K+ 200.71% |
$247K - $746K
|
13.5K
$387K
|