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 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-15- 0.51% |
$1.09K - $1.22K
|
2.92K
$82.1K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-17- 0.02% |
$1.24K - $1.38K
|
87.3K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18- 10.84% |
$1.31K - $1.47K
|
148
$4.16K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.03% |
$1.31K - $1.47K
|
1.74K
$48.7K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 1.15% |
$1.46K - $1.63K
|
1.72K
$48.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-21- 7.75% |
$1.53K - $1.71K
|
250
$7.02K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 1.38% |
$1.68K - $1.87K
|
1.64K
$46.2K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.63% |
$1.82K - $2.04K
|
3.92K
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.41% |
$1.97K - $2.2K
|
6.54K
$184K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-27- 0.32% |
$1.97K - $2.2K
|
8.49K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-28- 0.45% |
$2.04K - $2.28K
|
6.25K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-33- 0.55% |
$2.41K - $2.69K
|
5.95K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-40- 93.02% |
$2.92K - $3.26K
|
3
$84.3
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-45- 0.39% |
$3.28K - $3.66K
|
11.4K
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-50- 1.26% |
$3.64K - $4.07K
|
3.91K
$110K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 0.26% |
$3.79K - $4.23K
|
19.7K
$553K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-53- 0.34% |
$3.86K - $4.32K
|
15.5K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-53- 0.47% |
$3.86K - $4.32K
|
11.2K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-54- 9.02% |
$3.94K - $4.4K
|
545
$15.3K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-61- 0.99% |
$4.45K - $4.97K
|
6.1K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-65- 0.7% |
$4.74K - $5.29K
|
9.26K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-65- 1.01% |
$4.74K - $5.29K
|
6.35K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-67- 0.18% |
$4.88K - $5.46K
|
36.5K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-71- 0.39% |
$5.18K - $5.78K
|
18K
$507K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-72- 1.81% |
$5.25K - $5.86K
|
3.92K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-75- 0.88% |
$5.47K - $6.11K
|
8.47K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-76- 1.5% |
$5.54K - $6.19K
|
5K
$140K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-80- 0.53% |
$5.83K - $6.51K
|
14.9K
$420K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-82- 9.69% |
$5.98K - $6.68K
|
764
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-85- 2.6% |
$6.2K - $6.92K
|
3.19K
$89.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-88- 1.08% |
$6.41K - $7.17K
|
8.04K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-88- 1.24% |
$6.41K - $7.17K
|
6.99K
$196K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-88- 0.12% |
$6.41K - $7.17K
|
70.4K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-93- 1.71% |
$6.78K - $7.57K
|
5.33K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-94- 2.82% |
$6.85K - $7.65K
|
3.24K
$91.1K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-99- 0.56% |
$7.22K - $8.06K
|
17.6K
$493K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-101- 1.17% |
$7.36K - $8.22K
|
8.5K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-103- 12.22% |
$7.51K - $8.39K
|
740
$20.8K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.19% |
$7.58K - $8.47K
|
56K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-105- 0.27% |
$7.65K - $8.55K
|
39K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-110- 0.87% |
$8.02K - $8.96K
|
12.6K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-115- 1.47% |
$8.38K - $9.36K
|
7.71K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-117- 0.52% |
$8.53K - $9.53K
|
22.5K
$632K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-118- 2.71% |
$8.6K - $9.61K
|
4.24K
$119K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 1.04% |
$8.67K - $9.69K
|
11.4K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-119- 0.59% |
$8.67K - $9.69K
|
19.9K
$559K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-120- 4.47% |
$8.75K - $9.77K
|
2.56K
$72K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-120- 0.28% |
$8.75K - $9.77K
|
42.3K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-120- 0.32% |
$8.75K - $9.77K
|
37.9K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 0.54% |
$8.89K - $9.93K
|
22.6K
$636K
|