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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.2K+ 463.19% |
$959K - $1.07M
|
16K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13K+ 14.64% |
$944K - $1.05M
|
101K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8K+ 512.28% |
$936K - $1.05M
|
15.4K
$429K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 3.71% |
$928K - $1.04M
|
356K
$9.96M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.7K+ 22.39% |
$926K - $1.03M
|
69.4K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
12.4K+ 7.84% |
$901K - $1.01M
|
170K
$4.75M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$862K - $963K
|
11.8K
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
11.8KNew |
$860K - $960K
|
11.8K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 5.34% |
$844K - $943K
|
228K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 1.67% |
$827K - $924K
|
690K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11KNew |
$801K - $895K
|
11K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 6.36% |
$784K - $876K
|
180K
$5.03M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
10.7K+ 4.09% |
$778K - $869K
|
272K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 34.68% |
$772K - $862K
|
41.1K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
10.2K+ 3.24% |
$743K - $830K
|
324K
$9.06M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10.1K+ 1.66% |
$735K - $821K
|
617K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
9.96K+ 14.78% |
$726K - $811K
|
77.4K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.22K+ 5.56% |
$672K - $751K
|
175K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.89KNew |
$648K - $724K
|
8.89K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
8.86K+ 3.05% |
$645K - $721K
|
299K
$8.35M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.83K+ 5.55% |
$644K - $719K
|
168K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.81K+ 3.95% |
$642K - $717K
|
232K
$6.47M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.56KNew |
$624K - $697K
|
8.56K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.09K+ 9.0% |
$590K - $659K
|
98K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8.01KNew |
$584K - $653K
|
8.01K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
8KNew |
$583K - $651K
|
8K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.84K+ 157.07% |
$571K - $638K
|
12.8K
$358K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
7.77K+ 22.56% |
$566K - $632K
|
42.2K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.64K+ 91.53% |
$557K - $622K
|
16K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.6KNew |
$554K - $619K
|
7.6K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.6K+ 144.84% |
$554K - $619K
|
12.8K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.59KNew |
$553K - $618K
|
7.59K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.46KNew |
$544K - $608K
|
7.46K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.18K+ 30.55% |
$523K - $585K
|
30.7K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6.95K+ 18.23% |
$506K - $566K
|
45.1K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
6.93K+ 30.99% |
$505K - $564K
|
29.3K
$818K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.93K+ 9.04% |
$505K - $564K
|
83.6K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.87K+ 2.25% |
$500K - $559K
|
312K
$8.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6.8K+ 17.13% |
$496K - $554K
|
46.5K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.74K+ 8.76% |
$492K - $549K
|
83.7K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.45K+ 162.8% |
$470K - $525K
|
10.4K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 15.17% |
$460K - $514K
|
47.9K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5.62K+ 4.24% |
$409K - $457K
|
138K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.6K+ 2.2% |
$408K - $456K
|
259K
$7.25M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.54K+ 5.52% |
$404K - $451K
|
106K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.36K+ 3.72% |
$390K - $436K
|
149K
$4.18M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.83K+ 118.6% |
$352K - $393K
|
8.9K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.66K+ 2.36% |
$340K - $379K
|
202K
$5.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.62K+ 6.6% |
$337K - $376K
|
74.6K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.5KNew |
$328K - $366K
|
4.5K
$126K
|