Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-70- 0.55% |
$4.41K - $5.32K
|
12.7K
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-80- 44.69% |
$5.04K - $6.08K
|
99
$2.76K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-81- 1.48% |
$5.1K - $6.15K
|
5.39K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-83- 8.21% |
$5.23K - $6.3K
|
928
$25.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-84- 0.36% |
$5.29K - $6.38K
|
23.1K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-86- 1.04% |
$5.42K - $6.53K
|
8.19K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-88- 0.43% |
$5.54K - $6.68K
|
20.2K
$563K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-89- 0.42% |
$5.61K - $6.76K
|
21K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-93- 0.64% |
$5.86K - $7.06K
|
14.4K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 1.45% |
$6.3K - $7.6K
|
6.78K
$189K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-100- 1.54% |
$6.3K - $7.6K
|
6.4K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-104- 1.15% |
$6.55K - $7.9K
|
8.94K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-105- 0.18% |
$6.62K - $7.97K
|
56.7K
$1.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-110- 1.41% |
$6.93K - $8.35K
|
7.72K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-112- 3.31% |
$7.06K - $8.51K
|
3.28K
$91.3K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-121- 0.14% |
$7.62K - $9.19K
|
85.7K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-128- 3.13% |
$8.07K - $9.72K
|
3.96K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-129- 2.61% |
$8.13K - $9.8K
|
4.82K
$134K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-131- 1.01% |
$8.25K - $9.95K
|
12.9K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-131- 9.83% |
$8.25K - $9.95K
|
1.2K
$33.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-135- 0.84% |
$8.51K - $10.3K
|
15.9K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-138- 1.63% |
$8.7K - $10.5K
|
8.35K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-140- 0.67% |
$8.82K - $10.6K
|
20.7K
$577K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-147- 1.61% |
$9.26K - $11.2K
|
9.01K
$251K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-148- 1.75% |
$9.33K - $11.2K
|
8.3K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-154- 0.77% |
$9.7K - $11.7K
|
19.7K
$550K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-157- 0.9% |
$9.89K - $11.9K
|
17.3K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-163- 1.44% |
$10.3K - $12.4K
|
11.2K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-166- 0.47% |
$10.5K - $12.6K
|
35.1K
$979K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-173- 0.73% |
$10.9K - $13.1K
|
23.5K
$655K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-177- 2.61% |
$11.2K - $13.4K
|
6.6K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-178- 4.53% |
$11.2K - $13.5K
|
3.75K
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-178- 2.03% |
$11.2K - $13.5K
|
8.6K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-180- 1.08% |
$11.3K - $13.7K
|
16.5K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-181- 0.3% |
$11.4K - $13.7K
|
60K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-182- 0.68% |
$11.5K - $13.8K
|
26.7K
$745K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-184- 0.87% |
$11.6K - $14K
|
21.1K
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-185- 0.45% |
$11.7K - $14.1K
|
41.2K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-190- 0.37% |
$12K - $14.4K
|
51.6K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-200- 4.25% |
$12.6K - $15.2K
|
4.51K
$126K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-204- 4.35% |
$12.9K - $15.5K
|
4.48K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 64.47% |
$12.9K - $15.6K
|
113
$3.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-216- 2.18% |
$13.6K - $16.4K
|
9.71K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-222- 2.53% |
$14K - $16.9K
|
8.57K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-229- 1.0% |
$14.4K - $17.4K
|
22.6K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-230- 5.6% |
$14.5K - $17.5K
|
3.88K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-239- 0.44% |
$15.1K - $18.2K
|
54.1K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-241- 0.47% |
$15.2K - $18.3K
|
50.6K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-247- 0.22% |
$15.6K - $18.8K
|
111K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-256- 4.08% |
$16.1K - $19.4K
|
6.02K
$168K
|