Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-580- 10.11% |
$43.8K - $48.2K
|
5.16K
$144K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-583- 0.82% |
$44K - $48.5K
|
70.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-608- 6.61% |
$45.9K - $50.6K
|
8.59K
$240K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-619- 17.3% |
$46.7K - $51.5K
|
2.96K
$82.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-623- 0.56% |
$47K - $51.8K
|
111K
$3.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-628- 0.9% |
$47.4K - $52.2K
|
69K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-661- 10.65% |
$49.9K - $55K
|
5.55K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-663- 1.96% |
$50K - $55.1K
|
33.2K
$925K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-671- 6.9% |
$50.6K - $55.8K
|
9.05K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 11.39% |
$51.8K - $57.1K
|
5.34K
$149K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-698- 4.24% |
$52.7K - $58.1K
|
15.8K
$440K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-698- 4.84% |
$52.7K - $58.1K
|
13.7K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-705- 2.97% |
$53.2K - $58.6K
|
23.1K
$643K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-725- 6.02% |
$54.7K - $60.3K
|
11.3K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-731- 0.34% |
$55.2K - $60.8K
|
213K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-741- 1.46% |
$55.9K - $61.6K
|
50.2K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-743- 3.31% |
$56.1K - $61.8K
|
21.7K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-768- 6.65% |
$58K - $63.9K
|
10.8K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-774- 22.23% |
$58.4K - $64.4K
|
2.71K
$75.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-775- 1.95% |
$58.5K - $64.5K
|
39.1K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-776- 1.72% |
$58.6K - $64.5K
|
44.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-817- 11.68% |
$61.7K - $68K
|
6.18K
$172K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-829- 6.62% |
$62.6K - $69K
|
11.7K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-834- 2.09% |
$62.9K - $69.4K
|
39.2K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-837- 2.55% |
$63.2K - $69.6K
|
32K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-840- 2.55% |
$63.4K - $69.9K
|
32.1K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-849- 0.23% |
$64.1K - $70.6K
|
362K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-869- 0.53% |
$65.6K - $72.3K
|
164K
$4.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-877- 1.24% |
$66.2K - $72.9K
|
69.7K
$1.94M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-901- 21.63% |
$68K - $74.9K
|
3.26K
$91K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-916- 23.14% |
$69.1K - $76.2K
|
3.04K
$84.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-920- 15.93% |
$69.4K - $76.5K
|
4.86K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-937- 20.06% |
$70.7K - $77.9K
|
3.73K
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.28% |
$71.2K - $78.4K
|
27.8K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-943- 20.62% |
$71.2K - $78.4K
|
3.63K
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-957- 1.92% |
$72.2K - $79.6K
|
48.9K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-989- 3.59% |
$74.6K - $82.3K
|
26.5K
$740K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-993- 3.63% |
$74.9K - $82.6K
|
26.4K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-993- 3.2% |
$74.9K - $82.6K
|
30K
$837K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.02K- 2.74% |
$76.7K - $84.5K
|
36.1K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 1.16% |
$77.6K - $85.5K
|
87.8K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.0% |
$82.9K - $91.4K
|
53.9K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.6% |
$89.3K - $98.4K
|
24.5K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.23K- 3.51% |
$92.7K - $102K
|
33.7K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.28K- 1.67% |
$96.9K - $107K
|
75.4K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.31K- 1.96% |
$99.1K - $109K
|
65.6K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.31K- 2.65% |
$99.2K - $109K
|
48.4K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.36K- 7.65% |
$103K - $113K
|
16.4K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.39K- 5.14% |
$105K - $115K
|
25.6K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.41K- 93.17% |
$106K - $117K
|
103
$2.87K
|