Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
574K+ 33.64% |
$43.5M - $46.6M
|
2.28M
$66.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
315K+ 6285.67% |
$23.9M - $25.6M
|
320K
$9.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
215K+ 435.45% |
$16.3M - $17.5M
|
265K
$7.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
213K+ 1245.91% |
$16.1M - $17.3M
|
230K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
152K+ 0.72% |
$11.5M - $12.4M
|
21.2M
$620M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145KNew |
$11M - $11.8M
|
145K
$4.23M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124K+ 7.22% |
$9.37M - $10M
|
1.84M
$53.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.1K+ 3.34% |
$5.46M - $5.85M
|
2.23M
$65.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64.1K+ 6.67% |
$4.85M - $5.2M
|
1.02M
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 26.56% |
$4.59M - $4.92M
|
289K
$8.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.5K+ 18.0% |
$3.59M - $3.85M
|
311K
$9.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
45.6KNew |
$3.45M - $3.7M
|
45.6K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.8K+ 7.86% |
$3.24M - $3.48M
|
587K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.3K+ 50.5% |
$3.2M - $3.43M
|
126K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
41.8KNew |
$3.16M - $3.39M
|
41.8K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39KNew |
$2.95M - $3.17M
|
39K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
38K+ 43.48% |
$2.88M - $3.09M
|
125K
$3.66M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
37.1KNew |
$2.81M - $3.01M
|
37.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
36.4KNew |
$2.75M - $2.95M
|
36.4K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29K+ 56.91% |
$2.2M - $2.36M
|
80K
$2.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 82.54% |
$2.15M - $2.31M
|
63K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28.3K+ 61.51% |
$2.14M - $2.3M
|
74.4K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.4K+ 25.05% |
$1.92M - $2.06M
|
127K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
24.8KNew |
$1.88M - $2.01M
|
24.8K
$724K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.7K+ 4.0% |
$1.87M - $2.01M
|
642K
$18.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
23.9K+ 5.71% |
$1.81M - $1.94M
|
442K
$12.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
21.4KNew |
$1.62M - $1.74M
|
21.4K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.6K+ 136.68% |
$1.56M - $1.67M
|
35.6K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19.6KNew |
$1.48M - $1.59M
|
19.6K
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
18.5K+ 7.69% |
$1.4M - $1.5M
|
259K
$7.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 12.1% |
$1.3M - $1.4M
|
159K
$4.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.7K+ 394.32% |
$1.27M - $1.36M
|
21K
$612K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
16.1K+ 3.47% |
$1.22M - $1.31M
|
481K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.6K+ 3.95% |
$1.1M - $1.18M
|
384K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.5KNew |
$1.1M - $1.18M
|
14.5K
$425K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$1.07M - $1.15M
|
14.2K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14K+ 3.7% |
$1.06M - $1.13M
|
392K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.9K+ 7.74% |
$1.05M - $1.13M
|
194K
$5.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.3K+ 3.29% |
$1M - $1.08M
|
417K
$12.2M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 6.97% |
$984K - $1.06M
|
200K
$5.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.9KNew |
$975K - $1.05M
|
12.9K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12KNew |
$909K - $975K
|
12K
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.9K+ 3.81% |
$899K - $965K
|
324K
$9.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
11.4K+ 55.04% |
$864K - $927K
|
32.2K
$939K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
11.2K+ 8.54% |
$849K - $910K
|
142K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1K+ 5.86% |
$839K - $900K
|
200K
$5.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.2K+ 6.1% |
$775K - $832K
|
178K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10.2K+ 18.7% |
$770K - $825K
|
64.5K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10.1KNew |
$768K - $824K
|
10.1K
$296K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.1K+ 23.89% |
$763K - $818K
|
52.3K
$1.53M
|