Purchases and Sales Made in Q2 2023 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM) during Q2 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
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
272
+ 1.26%
$17.8K - $19.3K
21.9K $630K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
271
+ 1.38%
$17.7K - $19.2K
19.8K $570K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
271
+ 1.38%
$17.7K - $19.2K
19.8K $570K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
266
+ 1.8%
$17.4K - $18.9K
15K $432K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
266
New
$17.4K - $18.9K
266 $7.65K
Aug 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
260
+ 5.73%
$17K - $18.5K
4.8K $138K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
256
+ 2.64%
$16.7K - $18.2K
9.97K $287K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
255
+ 74.13%
$16.6K - $18.1K
599 $17.2K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
243
+ 0.21%
$15.9K - $17.3K
115K $3.31M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
241
New
$15.7K - $17.1K
241 $6.93K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
215
+ 1.0%
$14K - $15.3K
21.8K $627K
Jul 13, 2023 Q2 2023
Sawgrass Asset Management LLC

BUY
 -
212
+ 1.71%
$13.8K - $15.1K
12.6K $362K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
206
+ 0.8%
$13.4K - $14.6K
25.9K $744K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
201
+ 5.83%
$13.1K - $14.3K
3.65K $105K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
200
+ 2.59%
$13.1K - $14.2K
7.92K $228K
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
190
+ 1.21%
$12.4K - $13.5K
15.9K $458K
Jul 20, 2023 Q2 2023
Von Berge Wealth Management Group, LLC

BUY
 -
187
+ 0.41%
$12.2K - $13.3K
45.5K $1.31M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
183
New
$11.9K - $13K
183 $5.26K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
180
+ 12.61%
$11.8K - $12.8K
1.61K $46.2K
Jul 13, 2023 Q2 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
173
+ 3.61%
$11.3K - $12.3K
4.96K $143K
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
171
+ 0.49%
$11.2K - $12.1K
35.4K $1.02M
Jul 28, 2023 Q2 2023
Orca Investment Management, LLC

BUY
 -
167
+ 1.17%
$10.9K - $11.9K
14.4K $414K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
157
+ 3.4%
$10.3K - $11.2K
4.78K $137K
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
153
+ 1.87%
$9.99K - $10.9K
8.34K $240K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
148
+ 2.67%
$9.66K - $10.5K
5.68K $163K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
146
+ 0.97%
$9.53K - $10.4K
15.1K $435K
Jul 11, 2023 Q2 2023
Ledge Wealth Management, Inc.

BUY
 -
145
+ 4.65%
$9.47K - $10.3K
3.27K $93.9K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
132
+ 24.54%
$8.62K - $9.38K
670 $19.3K
Aug 10, 2023 Q2 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
129
+ 0.84%
$8.42K - $9.16K
15.5K $447K
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
127
New
$8.29K - $9.02K
127 $3.65K
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
120
+ 0.14%
$7.83K - $8.52K
87.1K $2.5M
Aug 10, 2023 Q2 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
115
New
$7.51K - $8.17K
115 $3.31K
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
110
+ 1.85%
$7.18K - $7.81K
6.04K $174K
Jul 12, 2023 Q2 2023
Contravisory Investment Management, Inc.

BUY
 -
109
+ 20.96%
$7.12K - $7.74K
629 $18.1K
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
101
+ 0.45%
$6.59K - $7.17K
22.5K $646K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
96
+ 1.85%
$6.27K - $6.82K
5.28K $152K
Jul 06, 2023 Q2 2023
Madden Securities Corp

BUY
 -
96
+ 1.26%
$6.27K - $6.82K
7.71K $222K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
94
+ 3.04%
$6.14K - $6.68K
3.18K $91.5K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
90
+ 0.57%
$5.88K - $6.39K
15.8K $455K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
90
+ 0.07%
$5.88K - $6.39K
122K $3.51M
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
90
+ 0.05%
$5.88K - $6.39K
167K $4.8M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
89
+ 1.2%
$5.81K - $6.32K
7.54K $217K
Aug 03, 2023 Q2 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
78
+ 0.77%
$5.09K - $5.54K
10.2K $292K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
77
+ 0.31%
$5.03K - $5.47K
25.1K $721K
Jul 19, 2023 Q2 2023
Chandler Asset Management, Inc.

BUY
 -
75
+ 0.43%
$4.9K - $5.33K
17.5K $503K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
72
New
$4.7K - $5.11K
72 $2.07K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
70
New
$4.57K - $4.97K
70 $2.01K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
67
+ 3.73%
$4.37K - $4.76K
1.87K $53.6K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
61
New
$3.98K - $4.33K
61 $1.75K

Track Institutional and Insider Activities on SCHM

Follow SCHWAB STRATEGIC U.S. MID-CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHM shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic U.S. Mid Cap insider buys or sells SCHM shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC U.S. MID-CAP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHM