Purchases and Sales Made in Q2 2024 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 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
Jul 10, 2024 Q2 2024
Contravisory Investment Management, Inc.

BUY
 -
185
+ 22.62%
$14K - $15K
1K $29.3K
Aug 14, 2024 Q2 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
184
New
$13.9K - $14.9K
184 $5.37K
Jul 24, 2024 Q2 2024
Oldfather Financial Services, LLC

BUY
 -
181
+ 1.05%
$13.7K - $14.7K
17.5K $510K
Jul 08, 2024 Q2 2024
Boltwood Capital Management

BUY
 -
175
+ 0.75%
$13.2K - $14.2K
23.6K $689K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
174
+ 1.2%
$13.2K - $14.1K
14.7K $429K
Jul 24, 2024 Q2 2024
Everhart Financial Group, Inc.

BUY
 -
173
+ 0.35%
$13.1K - $14K
49.9K $1.46M
Aug 09, 2024 Q2 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
166
New
$12.6K - $13.5K
166 $4.85K
Jul 19, 2024 Q2 2024
Dakota Wealth Management

BUY
 -
164
+ 0.6%
$12.4K - $13.3K
27.3K $798K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
160
+ 71.75%
$12.1K - $13K
383 $11.2K
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
154
+ 0.3%
$11.7K - $12.5K
52.1K $1.52M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
141
+ 3.64%
$10.7K - $11.4K
4.01K $117K
Aug 05, 2024 Q2 2024
Ifrah Financial Services, Inc.

BUY
 -
131
+ 0.77%
$9.92K - $10.6K
17.2K $502K
Aug 09, 2024 Q2 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
130
+ 4.71%
$9.84K - $10.6K
2.89K $84.4K
Aug 01, 2024 Q2 2024
Waterfront Wealth Inc.

BUY
 -
130
+ 0.58%
$9.84K - $10.6K
22.5K $658K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
130
+ 1.18%
$9.84K - $10.6K
11.2K $326K
Jul 29, 2024 Q2 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
127
+ 6.91%
$9.61K - $10.3K
1.97K $57.4K
Aug 13, 2024 Q2 2024
Balanced Wealth Group LLC

Westlake, OH
BUY
 -
125
+ 0.28%
$9.46K - $10.1K
45.2K $1.32M
Aug 01, 2024 Q2 2024
Game Plan Financial Advisors, LLC

BUY
 -
107
+ 0.23%
$8.1K - $8.69K
47.6K $1.39M
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
106
+ 11.61%
$8.02K - $8.61K
1.02K $29.8K
Aug 13, 2024 Q2 2024
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
104
+ 1.68%
$7.87K - $8.44K
6.29K $184K
Aug 13, 2024 Q2 2024
Goepper Burkhardt LLC

BUY
 -
100
+ 0.66%
$7.57K - $8.12K
15.2K $443K
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
98
+ 3.15%
$7.42K - $7.96K
3.21K $93.6K
Jul 26, 2024 Q2 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
93
+ 1.22%
$7.04K - $7.55K
7.7K $225K
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
82
+ 0.58%
$6.21K - $6.66K
14.2K $414K
Aug 09, 2024 Q2 2024
Black Diamond Financial, LLC

BUY
 -
81
+ 0.09%
$6.13K - $6.58K
88.6K $2.59M
Jul 17, 2024 Q2 2024
Rkl Wealth Management LLC

BUY
 -
80
+ 0.01%
$6.06K - $6.5K
590K $17.2M
Jul 16, 2024 Q2 2024
Robbins Farley LLC

Manchester, NH
BUY
 -
79
+ 3.07%
$5.98K - $6.41K
2.65K $77.4K
Jul 25, 2024 Q2 2024
Calamos Advisors LLC

BUY
 -
79
+ 0.85%
$5.98K - $6.41K
9.39K $274K
Jul 26, 2024 Q2 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
77
New
$5.83K - $6.25K
77 $2.25K
Jul 30, 2024 Q2 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
73
+ 0.45%
$5.53K - $5.93K
16.2K $472K
Jul 23, 2024 Q2 2024
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
70
+ 1.47%
$5.3K - $5.68K
4.84K $141K
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
69
+ 0.18%
$5.22K - $5.6K
39K $1.14M
Aug 09, 2024 Q2 2024
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
69
+ 0.07%
$5.22K - $5.6K
96.3K $2.81M
Jul 19, 2024 Q2 2024
Carnegie Capital Asset Management, LLC

BUY
 -
63
+ 2.5%
$4.77K - $5.11K
2.58K $75.3K
Jul 19, 2024 Q2 2024
Rba Wealth Management, LLC

BUY
 -
63
+ 1.41%
$4.77K - $5.11K
4.54K $132K
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
60
+ 1.57%
$4.54K - $4.87K
3.88K $113K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
60
New
$4.54K - $4.87K
60 $1.75K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
51
New
$3.86K - $4.14K
51 $1.49K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
50
New
$3.78K - $4.06K
50 $1.46K
Aug 12, 2024 Q2 2024
Palouse Capital Management, Inc.

BUY
 -
49
+ 8.29%
$3.71K - $3.98K
640 $18.7K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
45
+ 0.63%
$3.41K - $3.65K
7.15K $209K
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
44
+ 1.31%
$3.33K - $3.57K
3.4K $99.4K
Aug 08, 2024 Q2 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
44
+ 0.91%
$3.33K - $3.57K
4.86K $142K
Jul 22, 2024 Q2 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
42
+ 0.04%
$3.18K - $3.41K
101K $2.94M
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
41
+ 410.0%
$3.1K - $3.33K
51 $1.49K
Aug 12, 2024 Q2 2024
Citigroup Inc

BUY
 -
40
+ 41.24%
$3.03K - $3.25K
137 $4K
Aug 08, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
39
+ 0.84%
$2.95K - $3.17K
4.67K $136K
Aug 06, 2024 Q2 2024
Orca Investment Management, LLC

BUY
 -
38
+ 0.29%
$2.88K - $3.09K
13K $380K
Aug 07, 2024 Q2 2024
Balentine LLC

Atlanta, GA
BUY
 -
38
New
$2.88K - $3.09K
38 $1.11K

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