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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
58+ 0.47% |
$3.79K - $4.12K
|
12.5K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
57+ 1.49% |
$3.72K - $4.05K
|
3.9K
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
56+ 0.29% |
$3.66K - $3.98K
|
19.2K
$537K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
56+ 1.82% |
$3.66K - $3.98K
|
3.14K
$87.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
54+ 0.72% |
$3.53K - $3.84K
|
7.54K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
54+ 12.98% |
$3.53K - $3.84K
|
470
$13.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
54+ 0.14% |
$3.53K - $3.84K
|
39.2K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53New |
$3.46K - $3.76K
|
53
$1.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52+ 0.11% |
$3.4K - $3.69K
|
46.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
46+ 1.06% |
$3K - $3.27K
|
4.38K
$122K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 0.44% |
$2.94K - $3.2K
|
10.3K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43+ 0.37% |
$2.81K - $3.05K
|
11.7K
$328K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42New |
$2.74K - $2.98K
|
42
$1.17K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
36+ 0.41% |
$2.35K - $2.56K
|
8.75K
$245K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$2.29K - $2.49K
|
35
$978
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.77% |
$2.22K - $2.42K
|
4.45K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
34+ 0.19% |
$2.22K - $2.42K
|
18K
$504K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
32+ 1.04% |
$2.09K - $2.27K
|
3.11K
$86.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.19% |
$2.09K - $2.27K
|
16.7K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.12% |
$1.96K - $2.13K
|
25K
$699K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
28+ 0.44% |
$1.83K - $1.99K
|
6.44K
$180K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.64% |
$1.63K - $1.78K
|
3.94K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20+ 2.12% |
$1.31K - $1.42K
|
963
$26.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
20+ 0.28% |
$1.31K - $1.42K
|
7.22K
$202K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
18+ 0.02% |
$1.18K - $1.28K
|
88.2K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$1.18K - $1.28K
|
18
$503
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 2.1% |
$1.11K - $1.21K
|
825
$23.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
16+ 0.42% |
$1.04K - $1.14K
|
3.83K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
16+ 0.35% |
$1.04K - $1.14K
|
4.54K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
16+ 0.42% |
$1.04K - $1.14K
|
3.81K
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14+ 0.31% |
$914 - $994
|
4.52K
$126K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.16% |
$849 - $923
|
8.29K
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 0.11% |
$783 - $852
|
10.5K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
11+ 0.28% |
$718 - $781
|
3.88K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
10+ 0.16% |
$653 - $710
|
6.43K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8+ 0.06% |
$522 - $568
|
12.3K
$345K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.03% |
$457 - $497
|
22.8K
$638K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$457 - $497
|
7
$196
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.84% |
$457 - $497
|
840
$23.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.17% |
$392 - $426
|
3.52K
$98.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
6+ 0.14% |
$392 - $426
|
4.31K
$120K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.26% |
$326 - $355
|
1.9K
$53.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.33% |
$261 - $284
|
1.23K
$34.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.38% |
$261 - $284
|
1.06K
$29.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.09% |
$261 - $284
|
4.35K
$122K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.55% |
$261 - $284
|
737
$20.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$261 - $284
|
1.65K
$46K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.19% |
$196 - $213
|
1.56K
$43.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$196 - $213
|
4.84K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.42% |
$196 - $213
|
725
$20.3K
|