Purchases and Sales Made in Q2 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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 08, 2023 Q2 2023
American Money Management, LLC

BUY
 -
930
+ 1.52%
$60.7K - $66.1K
61.9K $1.73M
Jul 26, 2023 Q2 2023
Lincoln Capital Corp

BUY
 -
922
+ 0.8%
$60.2K - $65.5K
116K $3.24M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
921
+ 8.58%
$60.1K - $65.4K
11.7K $326K
Jul 13, 2023 Q2 2023
Peterson Wealth Advisors, LLC

BUY
 -
854
+ 1.37%
$55.8K - $60.7K
63K $1.76M
Jul 19, 2023 Q2 2023
Hilltop Wealth Advisors, LLC

BUY
 -
837
+ 1.24%
$54.6K - $59.5K
68.4K $1.91M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
808
+ 10.17%
$52.8K - $57.4K
8.75K $245K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
801
+ 1.74%
$52.3K - $56.9K
46.8K $1.31M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
790
+ 10.27%
$51.6K - $56.1K
8.48K $237K
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
790
+ 6.53%
$51.6K - $56.1K
12.9K $360K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
783
+ 11.39%
$51.1K - $55.6K
7.66K $214K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
770
+ 0.8%
$50.3K - $54.7K
96.5K $2.7M
Aug 14, 2023 Q2 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
767
+ 0.85%
$50.1K - $54.5K
91K $2.54M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
755
+ 1.47%
$49.3K - $53.6K
52K $1.45M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
751
+ 0.54%
$49K - $53.3K
139K $3.88M
Jul 24, 2023 Q2 2023
Arlington Financial Advisors, LLC

BUY
 -
743
+ 4.68%
$48.5K - $52.8K
16.6K $464K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
718
+ 19.05%
$46.9K - $51K
4.49K $125K
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
718
+ 6.14%
$46.9K - $51K
12.4K $347K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
715
+ 0.28%
$46.7K - $50.8K
252K $7.04M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
705
New
$46K - $50.1K
705 $19.7K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
694
+ 2.16%
$45.3K - $49.3K
32.8K $917K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
674
+ 11.23%
$44K - $47.9K
6.68K $186K
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
672
+ 0.91%
$43.9K - $47.7K
74.8K $2.09M
Aug 10, 2023 Q2 2023
Hc Advisors, LLC

BUY
 -
655
+ 2.04%
$42.8K - $46.5K
32.7K $914K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
642
+ 1.2%
$41.9K - $45.6K
54K $1.51M
Aug 08, 2023 Q2 2023
Mengis Capital Management, Inc.

BUY
 -
642
+ 1.25%
$41.9K - $45.6K
52K $1.45M
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
641
+ 0.31%
$41.9K - $45.5K
209K $5.85M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
621
+ 1.11%
$40.5K - $44.1K
56.4K $1.58M
Jul 18, 2023 Q2 2023
Pennsylvania Capital Management Inc

BUY
 -
592
+ 3.74%
$38.7K - $42K
16.4K $459K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
590
+ 1.24%
$38.5K - $41.9K
48.1K $1.35M
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
574
New
$37.5K - $40.8K
574 $16K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
573
+ 8.34%
$37.4K - $40.7K
7.44K $208K
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
567
+ 0.34%
$37K - $40.3K
168K $4.69M
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
531
+ 0.77%
$34.7K - $37.7K
69.1K $1.93M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
478
+ 0.33%
$31.2K - $34K
145K $4.04M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
478
+ 0.33%
$31.2K - $34K
145K $4.04M
Aug 09, 2023 Q2 2023
Hendershot Investments Inc.

BUY
 -
460
+ 7.95%
$30K - $32.7K
6.25K $175K
Jul 21, 2023 Q2 2023
Asset Planning Services Inc

BUY
 -
455
+ 7.58%
$29.7K - $32.3K
6.46K $180K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
450
+ 18.66%
$29.4K - $32K
2.86K $79.9K
Jul 31, 2023 Q2 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
425
+ 0.37%
$27.7K - $30.2K
117K $3.26M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
422
+ 6.5%
$27.6K - $30K
6.92K $193K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
382
+ 2.33%
$24.9K - $27.1K
16.8K $470K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
366
+ 1.38%
$23.9K - $26K
26.9K $750K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
364
+ 2.66%
$23.8K - $25.9K
14K $392K
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
325
+ 1.52%
$21.2K - $23.1K
21.7K $607K
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
300
+ 5.1%
$19.6K - $21.3K
6.18K $173K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
293
+ 6.03%
$19.1K - $20.8K
5.15K $144K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
290
+ 2.02%
$18.9K - $20.6K
14.7K $410K
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
288
+ 51.89%
$18.8K - $20.5K
843 $23.6K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
275
+ 2.01%
$18K - $19.5K
14K $391K

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