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 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.5KNew |
$182K - $203K
|
2.5K
$69.7K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.49K+ 5.34% |
$182K - $203K
|
49.1K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.49K+ 18.31% |
$182K - $203K
|
16.1K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.49KNew |
$181K - $203K
|
2.49K
$69.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
2.49KNew |
$181K - $203K
|
2.49K
$69.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
2.46KNew |
$179K - $200K
|
2.46K
$68.7K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.41K+ 7.52% |
$175K - $196K
|
34.4K
$962K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.4K+ 2.51% |
$175K - $196K
|
98.1K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 733.94% |
$175K - $195K
|
2.73K
$76.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33K+ 17.16% |
$170K - $190K
|
15.9K
$445K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.31K+ 4.66% |
$168K - $188K
|
51.9K
$1.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.29K+ 1.94% |
$167K - $187K
|
120K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.25K+ 2.37% |
$164K - $183K
|
97.1K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.11K+ 1.92% |
$154K - $172K
|
112K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.1K+ 12.75% |
$153K - $171K
|
18.5K
$518K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.09K+ 1.3% |
$152K - $170K
|
163K
$4.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.09K+ 2.2% |
$152K - $170K
|
97K
$2.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.08K+ 12.02% |
$152K - $169K
|
19.4K
$542K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2K+ 52.63% |
$146K - $163K
|
5.8K
$162K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.97K+ 1.11% |
$144K - $160K
|
180K
$5.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.92K+ 1.42% |
$140K - $156K
|
138K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.92K+ 15.67% |
$140K - $156K
|
14.1K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.88K+ 15.1% |
$137K - $153K
|
14.3K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.86K+ 36.67% |
$136K - $151K
|
6.93K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
1.82K+ 6.11% |
$133K - $148K
|
31.6K
$882K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.75K+ 2.58% |
$127K - $142K
|
69.7K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.74K+ 1.06% |
$127K - $142K
|
166K
$4.64M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.67K+ 54.4% |
$122K - $136K
|
4.74K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.62K+ 4.78% |
$118K - $132K
|
35.4K
$989K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.61K+ 10.39% |
$117K - $131K
|
17.1K
$479K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.54K+ 1.23% |
$112K - $125K
|
127K
$3.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$111K - $123K
|
1.52K
$42.4K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.46K+ 25.58% |
$106K - $119K
|
7.17K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.46K+ 3.75% |
$106K - $119K
|
40.3K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.44K+ 2.06% |
$105K - $117K
|
71.3K
$1.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.41K+ 14.69% |
$103K - $115K
|
11K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.3% |
$103K - $115K
|
110K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.41K+ 1364.08% |
$102K - $114K
|
1.51K
$42.1K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.35K+ 1.67% |
$98.6K - $110K
|
82.4K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.29K+ 1.98% |
$93.9K - $105K
|
66.4K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.28K+ 1.68% |
$93.6K - $105K
|
77.7K
$2.17M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.28K+ 5.8% |
$93.6K - $105K
|
23.4K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 14.8% |
$93.6K - $105K
|
9.96K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.28K+ 16.66% |
$93.5K - $104K
|
8.98K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 13.96% |
$91.5K - $102K
|
10.2K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 7.54% |
$91.1K - $102K
|
17.8K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.25K+ 2.28% |
$90.8K - $101K
|
55.9K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 3.91% |
$85.3K - $95.3K
|
31.1K
$869K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.12K+ 2.38% |
$81.9K - $91.4K
|
48.2K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 39.81% |
$77.6K - $86.6K
|
3.74K
$104K
|