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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.7K- 53.19% |
$1.14M - $1.28M
|
13.8K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.1K- 24.68% |
$1.25M - $1.39M
|
52.3K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 30.15% |
$1.25M - $1.39M
|
39.7K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.6K- 93.75% |
$1.29M - $1.44M
|
1.18K
$33K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-19.3K- 12.53% |
$1.41M - $1.57M
|
135K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 13.45% |
$1.41M - $1.57M
|
124K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.9K- 57.65% |
$1.53M - $1.71M
|
15.4K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-21.9K- 53.2% |
$1.6M - $1.79M
|
19.3K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-23.8K- 25.63% |
$1.73M - $1.94M
|
69K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-24.3K- 9.36% |
$1.77M - $1.98M
|
235K
$6.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25.4K- 4.51% |
$1.85M - $2.07M
|
537K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-26.9K- 16.81% |
$1.96M - $2.19M
|
133K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-27.7K- 2.76% |
$2.02M - $2.26M
|
976K
$27.4M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-28.2K- 37.99% |
$2.06M - $2.3M
|
46K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-29.8K- 91.83% |
$2.17M - $2.42M
|
2.65K
$74.4K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.8K- 7.5% |
$2.39M - $2.67M
|
404K
$11.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-40.7K- 12.08% |
$2.97M - $3.32M
|
296K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-43.5K- 47.99% |
$3.17M - $3.54M
|
47.1K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-43.6K- 21.25% |
$3.18M - $3.55M
|
162K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.1K- 2.29% |
$3.65M - $4.08M
|
2.14M
$60.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53.4K- 3.81% |
$3.89M - $4.35M
|
1.35M
$37.9M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58.7K- 21.27% |
$4.28M - $4.78M
|
217K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-65.2K- 0.31% |
$4.76M - $5.31M
|
21.1M
$592M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-71K- 47.19% |
$5.18M - $5.78M
|
79.5K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-131K- 1.28% |
$9.55M - $10.7M
|
10.1M
$285M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-138K- 82.57% |
$10M - $11.2M
|
29.1K
$817K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-164K- 97.97% |
$11.9M - $13.3M
|
3.39K
$95.2K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-186K- 26.42% |
$13.6M - $15.2M
|
519K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-352K- 63.58% |
$25.7M - $28.7M
|
202K
$5.67M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-424K- 94.54% |
$30.9M - $34.5M
|
24.4K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17M- 89.52% |
$1.24B - $1.38B
|
1.98M
$55.7M
|