Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.1K- 6.06% |
$1.31M - $1.42M
|
311K
$8.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-21K- 25.54% |
$1.37M - $1.49M
|
61.2K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-22.7K- 22.27% |
$1.48M - $1.61M
|
79.1K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.8K- 44.15% |
$1.49M - $1.62M
|
28.8K
$805K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-22.9K- 6.06% |
$1.49M - $1.62M
|
355K
$9.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.2K- 88.14% |
$1.51M - $1.65M
|
3.12K
$87.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24K- 4.5% |
$1.56M - $1.7M
|
508K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-24.1K- 8.47% |
$1.58M - $1.71M
|
261K
$7.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-25.6K- 13.38% |
$1.67M - $1.82M
|
166K
$4.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.2K- 27.88% |
$1.71M - $1.86M
|
67.8K
$1.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26.3K- 14.3% |
$1.72M - $1.87M
|
158K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-27K- 35.81% |
$1.76M - $1.92M
|
48.4K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-30.9K- 24.95% |
$2.02M - $2.19M
|
92.9K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-32.6K- 21.26% |
$2.13M - $2.32M
|
121K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-35.5K- 3.54% |
$2.32M - $2.52M
|
966K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-40.9K- 26.96% |
$2.67M - $2.91M
|
111K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-41.8K- 7.95% |
$2.73M - $2.97M
|
484K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-53.2K- 54.24% |
$3.47M - $3.78M
|
44.9K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.1K- 54.73% |
$3.93M - $4.27M
|
49.7K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 51.65% |
$4.03M - $4.39M
|
57.8K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-66.4K- 9.47% |
$4.34M - $4.72M
|
635K
$17.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69K- 23.55% |
$4.51M - $4.9M
|
224K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.2K- 8.55% |
$5.23M - $5.69M
|
857K
$24M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-80.3K- 77.65% |
$5.24M - $5.7M
|
23.1K
$646K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-81.7K- 10.97% |
$5.33M - $5.8M
|
663K
$18.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-84.9K- 35.76% |
$5.54M - $6.03M
|
153K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-102K- 15.98% |
$6.69M - $7.28M
|
539K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-130K- 16.33% |
$8.51M - $9.26M
|
668K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-191K- 44.4% |
$12.5M - $13.6M
|
240K
$6.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201K- 1.92% |
$13.1M - $14.3M
|
10.3M
$287M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-210K- 54.95% |
$13.7M - $14.9M
|
172K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-259K- 43.61% |
$16.9M - $18.4M
|
335K
$9.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-367K- 78.37% |
$24M - $26.1M
|
101K
$2.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-617K- 46.35% |
$40.3M - $43.8M
|
714K
$20M
|