Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.69K- 27.1% |
$269K - $301K
|
9.93K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.69K- 4.48% |
$269K - $301K
|
78.8K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.81K- 2.27% |
$278K - $311K
|
164K
$4.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.9K- 6.15% |
$284K - $318K
|
59.5K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.06K- 9.13% |
$296K - $330K
|
40.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.21K- 8.76% |
$307K - $343K
|
43.8K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.23K- 6.06% |
$308K - $344K
|
65.5K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.28K- 6.71% |
$312K - $349K
|
59.5K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.28K- 3.55% |
$312K - $349K
|
116K
$3.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.4K- 2.0% |
$321K - $359K
|
216K
$6.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.6K- 39.57% |
$336K - $375K
|
7.03K
$196K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.66K- 9.22% |
$340K - $380K
|
45.9K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.5K- 28.49% |
$401K - $448K
|
13.8K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.61K- 1.72% |
$409K - $457K
|
320K
$8.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.75K- 12.06% |
$419K - $468K
|
41.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.75K- 4.93% |
$419K - $468K
|
111K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.8K- 3.65% |
$423K - $472K
|
153K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.95K- 8.31% |
$434K - $484K
|
65.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-6.01K- 22.24% |
$438K - $489K
|
21K
$587K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.04K- 2.76% |
$440K - $492K
|
212K
$5.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.14K- 5.76% |
$448K - $500K
|
101K
$2.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.29K- 11.16% |
$459K - $512K
|
50.1K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.4K- 23.96% |
$466K - $521K
|
20.3K
$567K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-6.53K- 27.87% |
$476K - $531K
|
16.9K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.63K- 4.25% |
$483K - $540K
|
149K
$4.17M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.67K- 11.4% |
$486K - $543K
|
51.8K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.7K- 56.75% |
$488K - $545K
|
5.1K
$143K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.7K- 39.23% |
$489K - $546K
|
10.4K
$290K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.82K- 8.76% |
$497K - $555K
|
71K
$1.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.98K- 10.17% |
$509K - $568K
|
61.6K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.15K- 13.36% |
$521K - $582K
|
46.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.06K- 14.5% |
$587K - $656K
|
47.5K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.31K- 8.1% |
$606K - $677K
|
94.3K
$2.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.45K- 3.75% |
$616K - $688K
|
217K
$6.06M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.52K- 3.32% |
$621K - $694K
|
249K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.77K- 33.76% |
$639K - $714K
|
17.2K
$481K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8.96K- 11.62% |
$653K - $730K
|
68.1K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-9.58K- 7.83% |
$698K - $780K
|
113K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10K- 5.31% |
$729K - $814K
|
178K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10.1K- 15.62% |
$734K - $820K
|
54.4K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-10.5K- 68.87% |
$766K - $856K
|
4.75K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 2.11% |
$801K - $895K
|
509K
$14.2M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-11.2K- 27.51% |
$817K - $913K
|
29.5K
$826K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 4.51% |
$849K - $949K
|
247K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 81.14% |
$863K - $964K
|
2.75K
$76.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-12K- 18.28% |
$878K - $981K
|
53.9K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.4K- 4.82% |
$974K - $1.09M
|
264K
$7.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.4K- 8.17% |
$975K - $1.09M
|
150K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.5K- 8.86% |
$987K - $1.1M
|
139K
$3.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 79.75% |
$1.02M - $1.14M
|
3.54K
$98.9K
|