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
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.86K+ 268.32% |
$244K - $736K
|
12.2K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.75K+ 165.36% |
$241K - $727K
|
14K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8.59K+ 201.31% |
$237K - $714K
|
12.9K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
8.5K+ 185.87% |
$234K - $706K
|
13.1K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.49K+ 200.0% |
$234K - $705K
|
12.7K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.47K+ 270.63% |
$233K - $703K
|
11.6K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.29K+ 200.61% |
$228K - $688K
|
12.4K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.03KNew |
$221K - $667K
|
8.03K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.02K+ 1931.57% |
$221K - $666K
|
8.43K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
7.99K+ 200.0% |
$220K - $663K
|
12K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.99K+ 200.53% |
$220K - $663K
|
12K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.92K+ 207.2% |
$218K - $657K
|
11.7K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 142.05% |
$217K - $655K
|
13.4K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7.86K+ 201.95% |
$216K - $653K
|
11.7K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.86K+ 199.37% |
$216K - $652K
|
11.8K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.86K+ 210.7% |
$216K - $652K
|
11.6K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.79K+ 200.13% |
$214K - $647K
|
11.7K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.75KNew |
$213K - $643K
|
7.75K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 206.27% |
$212K - $640K
|
11.4K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 198.25% |
$212K - $639K
|
11.6K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.66KNew |
$211K - $636K
|
7.66K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.65K+ 200.03% |
$211K - $636K
|
11.5K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.61K+ 245.69% |
$210K - $632K
|
10.7K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.56K+ 198.82% |
$208K - $628K
|
11.4K
$327K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.44KNew |
$205K - $618K
|
7.44K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.37K+ 198.63% |
$203K - $612K
|
11.1K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.33K+ 191.76% |
$202K - $608K
|
11.1K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.31K+ 205.05% |
$201K - $607K
|
10.9K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.26K+ 197.01% |
$200K - $603K
|
10.9K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.23KNew |
$199K - $600K
|
7.23K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.05K+ 168.79% |
$194K - $586K
|
11.2K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.86K+ 263.64% |
$189K - $570K
|
9.46K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.71K+ 199.97% |
$185K - $557K
|
10.1K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.61K+ 18.34% |
$182K - $549K
|
42.7K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
6.52K+ 205.68% |
$180K - $542K
|
9.69K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.5K+ 196.37% |
$179K - $540K
|
9.81K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.41K+ 200.0% |
$177K - $532K
|
9.62K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.34K+ 201.37% |
$175K - $526K
|
9.49K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.33K+ 203.83% |
$174K - $526K
|
9.44K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.21K+ 200.0% |
$171K - $516K
|
9.32K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
6.17K+ 200.0% |
$170K - $512K
|
9.25K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.13K+ 196.91% |
$169K - $509K
|
9.24K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
6K+ 200.0% |
$165K - $498K
|
9K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.94K+ 178.57% |
$164K - $493K
|
9.27K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.92K+ 200.0% |
$163K - $491K
|
8.88K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.87K+ 209.61% |
$162K - $487K
|
8.67K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.85K+ 221.04% |
$161K - $486K
|
8.5K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.79K+ 202.45% |
$159K - $480K
|
8.64K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.57K+ 183.14% |
$153K - $463K
|
8.61K
$248K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
5.55K+ 117.34% |
$153K - $461K
|
10.3K
$295K
|