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 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-673- 17.45% |
$50.9K - $54.6K
|
3.18K
$92.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-674- 4.47% |
$51K - $54.7K
|
14.4K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-675- 0.87% |
$51.1K - $54.8K
|
77.1K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-696- 1.08% |
$52.7K - $56.5K
|
63.7K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-716- 2.54% |
$54.2K - $58.1K
|
27.5K
$803K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-720- 0.92% |
$54.5K - $58.5K
|
77.7K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-747- 1.27% |
$56.5K - $60.6K
|
57.9K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-758- 1.66% |
$57.4K - $61.5K
|
44.8K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-770- 1.53% |
$58.3K - $62.5K
|
49.7K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-783- 7.52% |
$59.3K - $63.6K
|
9.63K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-786- 1.73% |
$59.5K - $63.8K
|
44.6K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-790- 9.48% |
$59.8K - $64.1K
|
7.54K
$220K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-836- 4.09% |
$63.3K - $67.9K
|
19.6K
$572K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-845- 8.27% |
$64K - $68.6K
|
9.37K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-848- 1.19% |
$64.2K - $68.8K
|
70.4K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-857- 2.35% |
$64.9K - $69.6K
|
35.6K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-902- 13.01% |
$68.3K - $73.2K
|
6.03K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-906- 8.72% |
$68.6K - $73.6K
|
9.48K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-915- 18.37% |
$69.3K - $74.3K
|
4.07K
$119K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-931- 1.57% |
$70.5K - $75.6K
|
58.6K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-941- 5.12% |
$71.2K - $76.4K
|
17.4K
$509K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-943- 4.03% |
$71.4K - $76.6K
|
22.4K
$655K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-952- 0.16% |
$72.1K - $77.3K
|
601K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-980- 3.48% |
$74.2K - $79.6K
|
27.2K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.07% |
$77.7K - $83.3K
|
94.8K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.03K- 3.74% |
$77.9K - $83.5K
|
26.5K
$773K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.04K- 14.45% |
$78.7K - $84.4K
|
6.16K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1.07K- 3.55% |
$81K - $86.9K
|
29K
$848K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.08K- 0.89% |
$81.7K - $87.6K
|
121K
$3.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.12K- 5.84% |
$84.5K - $90.7K
|
18K
$526K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.12K- 4.48% |
$84.6K - $90.8K
|
23.9K
$696K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.13KClosed |
$85.5K - $91.7K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.15K- 0.99% |
$87.3K - $93.7K
|
115K
$3.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.16K- 6.99% |
$87.6K - $93.9K
|
15.4K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 9.18% |
$91.7K - $98.4K
|
12K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.29K- 14.55% |
$97.5K - $105K
|
7.57K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.3K- 11.79% |
$98.3K - $105K
|
9.72K
$284K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.31K- 3.76% |
$98.9K - $106K
|
33.4K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.32K- 1.17% |
$99.5K - $107K
|
112K
$3.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.43K- 7.11% |
$108K - $116K
|
18.7K
$545K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.44K- 2.82% |
$109K - $117K
|
49.6K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.44K- 4.07% |
$109K - $117K
|
34K
$992K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.51K- 7.39% |
$114K - $122K
|
18.9K
$552K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.56K- 20.06% |
$118K - $126K
|
6.21K
$181K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.57K- 5.11% |
$119K - $127K
|
29.1K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.64K- 1.52% |
$124K - $133K
|
106K
$3.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.64K- 0.77% |
$124K - $133K
|
211K
$6.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 2.22% |
$125K - $134K
|
72.9K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.75K- 1.06% |
$133K - $142K
|
164K
$4.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.85K- 24.83% |
$140K - $150K
|
5.61K
$164K
|