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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-669- 3.51% |
$48.8K - $54.5K
|
18.4K
$518K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-686- 0.41% |
$50K - $55.9K
|
167K
$4.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-690- 4.18% |
$50.3K - $56.2K
|
15.8K
$445K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-693- 9.06% |
$50.5K - $56.4K
|
6.96K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-756- 19.72% |
$55.1K - $61.6K
|
3.08K
$86.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-770- 0.88% |
$56.1K - $62.7K
|
86.4K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-774- 0.46% |
$56.4K - $63K
|
169K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-781- 2.1% |
$56.9K - $63.6K
|
36.4K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-790- 3.41% |
$57.6K - $64.3K
|
22.4K
$630K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-813- 6.28% |
$59.3K - $66.2K
|
12.1K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-824- 3.32% |
$60.1K - $67.1K
|
24K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-844- 3.81% |
$61.5K - $68.7K
|
21.3K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-847- 1.12% |
$61.7K - $69K
|
74.9K
$2.11M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-857- 1.85% |
$62.5K - $69.8K
|
45.4K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-926- 2.86% |
$67.5K - $75.4K
|
31.4K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-932- 1.81% |
$67.9K - $75.9K
|
50.4K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-935- 7.46% |
$68.2K - $76.1K
|
11.6K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-944- 17.51% |
$68.8K - $76.9K
|
4.45K
$125K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-945- 23.98% |
$68.9K - $77K
|
3K
$84.4K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-973- 5.39% |
$70.9K - $79.2K
|
17.1K
$481K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-977- 44.33% |
$71.2K - $79.6K
|
1.23K
$34.6K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.01K- 6.91% |
$73.3K - $81.8K
|
13.5K
$382K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.01K- 4.01% |
$73.5K - $82.1K
|
24.1K
$680K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.02K- 3.54% |
$74.2K - $82.9K
|
27.7K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.06K- 1.09% |
$77.1K - $86.2K
|
96.2K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 2.58% |
$77.6K - $86.6K
|
40.2K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.1K- 1.86% |
$80.1K - $89.5K
|
58K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 8.9% |
$81.2K - $90.7K
|
11.4K
$321K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.13K- 3.54% |
$82.1K - $91.8K
|
30.7K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.19K- 24.94% |
$86.6K - $96.7K
|
3.58K
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.2K- 8.22% |
$87.6K - $97.9K
|
13.4K
$378K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.21K- 2.88% |
$88.3K - $98.6K
|
40.8K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 3.35% |
$88.6K - $98.9K
|
35.1K
$988K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.23K- 0.6% |
$89.5K - $100K
|
202K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.23K- 3.66% |
$89.7K - $100K
|
32.3K
$911K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.23K- 1.08% |
$89.7K - $100K
|
113K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 0.27% |
$91.3K - $102K
|
465K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.26K- 2.28% |
$91.5K - $102K
|
53.8K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.26K- 4.05% |
$91.8K - $103K
|
29.9K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.32K- 11.04% |
$95.9K - $107K
|
10.6K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.35K- 10.23% |
$98.7K - $110K
|
11.9K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.36K- 15.9% |
$99.1K - $111K
|
7.2K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.36K- 9.5% |
$99.3K - $111K
|
13K
$366K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.46K- 4.8% |
$106K - $119K
|
28.9K
$814K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 3.53% |
$108K - $120K
|
40.3K
$1.14M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.51K- 23.2% |
$110K - $123K
|
4.99K
$141K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.51K- 33.55% |
$110K - $123K
|
3K
$84.4K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.53K- 8.29% |
$112K - $125K
|
16.9K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.56K- 1.72% |
$113K - $127K
|
88.9K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.58K- 3.62% |
$115K - $128K
|
42K
$1.18M
|