Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
334KNew |
$24.4M - $27.2M
|
334K
$9.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
310K+ 2014.61% |
$22.6M - $25.2M
|
325K
$9.17M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
227K+ 32.99% |
$16.6M - $18.5M
|
916K
$25.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
213KNew |
$15.5M - $17.3M
|
213K
$6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
201K+ 4467.68% |
$14.6M - $16.4M
|
205K
$5.78M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
189K+ 1352.21% |
$13.8M - $15.4M
|
203K
$5.72M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
183K+ 11.98% |
$13.4M - $14.9M
|
1.71M
$48.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
174KNew |
$12.7M - $14.1M
|
174K
$4.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
167K+ 113274.15% |
$12.1M - $13.6M
|
167K
$4.69M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
163K+ 8.16% |
$11.9M - $13.3M
|
2.16M
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
142KNew |
$10.4M - $11.6M
|
142K
$4.01M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$9.95M - $11.1M
|
137K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 7.65% |
$8.84M - $9.88M
|
1.71M
$48.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
119K+ 4200.85% |
$8.68M - $9.7M
|
122K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
118K+ 6.89% |
$8.63M - $9.64M
|
1.84M
$51.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
103K+ 23.44% |
$7.54M - $8.42M
|
545K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
98.8KNew |
$7.2M - $8.05M
|
98.8K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
88K+ 1977.75% |
$6.42M - $7.17M
|
92.5K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
87.4KNew |
$6.37M - $7.12M
|
87.4K
$2.46M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.5K+ 50.29% |
$5.86M - $6.55M
|
240K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.3KNew |
$4.98M - $5.56M
|
68.3K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.4K+ 1.61% |
$4.25M - $4.75M
|
3.69M
$104M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
51KNew |
$3.72M - $4.15M
|
51K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.5K+ 6.32% |
$3.39M - $3.79M
|
783K
$22M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
46.2K+ 12.93% |
$3.36M - $3.76M
|
403K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38K+ 248.54% |
$2.77M - $3.1M
|
53.3K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 479.65% |
$2.38M - $2.66M
|
39.5K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.2K+ 5.29% |
$2.2M - $2.46M
|
602K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
30.1KNew |
$2.19M - $2.45M
|
30.1K
$848K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
28KNew |
$2.04M - $2.28M
|
28K
$790K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28K+ 9.23% |
$2.04M - $2.28M
|
331K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 156.35% |
$2.01M - $2.24M
|
45.2K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4K+ 368.22% |
$1.99M - $2.23M
|
34.8K
$980K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.5K+ 6.76% |
$1.93M - $2.16M
|
418K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
25K+ 11.94% |
$1.82M - $2.03M
|
234K
$6.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.1K+ 28.34% |
$1.76M - $1.97M
|
109K
$3.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23.8KNew |
$1.73M - $1.94M
|
23.8K
$670K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.9K+ 50.25% |
$1.6M - $1.78M
|
65.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21K+ 70.89% |
$1.53M - $1.71M
|
50.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.2K+ 11.96% |
$1.47M - $1.65M
|
189K
$5.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.6KNew |
$1.43M - $1.6M
|
19.6K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
19.5K+ 27.03% |
$1.42M - $1.58M
|
91.5K
$2.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18.9K+ 5.26% |
$1.38M - $1.54M
|
378K
$10.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 5.13% |
$1.27M - $1.42M
|
356K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 5.13% |
$1.27M - $1.42M
|
356K
$10M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.6K+ 8.37% |
$1.14M - $1.27M
|
202K
$5.69M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 4.3% |
$1.11M - $1.24M
|
370K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.5K+ 437.14% |
$1.06M - $1.18M
|
17.8K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14K+ 24.03% |
$1.02M - $1.14M
|
72.3K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.2K+ 420.65% |
$959K - $1.07M
|
16.3K
$459K
|