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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 0.23% |
$2.72K - $2.92K
|
16K
$466K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-36- 0.26% |
$2.72K - $2.92K
|
13.8K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-36- 6.09% |
$2.72K - $2.92K
|
555
$16.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 0.59% |
$2.8K - $3K
|
6.19K
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-38- 0.46% |
$2.88K - $3.09K
|
8.19K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.18% |
$3.03K - $3.25K
|
22.5K
$656K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.52% |
$3.03K - $3.25K
|
7.67K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41- 0.21% |
$3.1K - $3.33K
|
19.8K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-41- 0.29% |
$3.1K - $3.33K
|
14K
$408K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-47- 0.04% |
$3.56K - $3.82K
|
111K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-50- 0.25% |
$3.78K - $4.06K
|
20.1K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-50- 0.32% |
$3.78K - $4.06K
|
15.6K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-59- 0.17% |
$4.47K - $4.79K
|
35.1K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.2% |
$4.54K - $4.87K
|
2.67K
$77.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-60- 0.38% |
$4.54K - $4.87K
|
15.8K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-60- 2.28% |
$4.54K - $4.87K
|
2.57K
$75.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61- 22.43% |
$4.62K - $4.95K
|
211
$6.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-61- 0.3% |
$4.62K - $4.95K
|
20.6K
$602K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-62- 0.61% |
$4.69K - $5.03K
|
10.1K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-64- 0.69% |
$4.84K - $5.2K
|
9.2K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-70- 2.48% |
$5.3K - $5.68K
|
2.76K
$80.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-74- 0.87% |
$5.6K - $6.01K
|
8.42K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-75- 0.6% |
$5.68K - $6.09K
|
12.5K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-76- 1.79% |
$5.75K - $6.17K
|
4.17K
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-77- 0.88% |
$5.83K - $6.25K
|
8.72K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-79- 2.48% |
$5.98K - $6.41K
|
3.11K
$90.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-82- 0.09% |
$6.21K - $6.66K
|
87.3K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-84- 16.47% |
$6.36K - $6.82K
|
426
$12.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-87- 0.22% |
$6.59K - $7.06K
|
40K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-91- 0.45% |
$6.89K - $7.39K
|
20.2K
$590K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-96- 1.37% |
$7.27K - $7.79K
|
6.93K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-96- 0.98% |
$7.27K - $7.79K
|
9.74K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-97- 2.48% |
$7.34K - $7.88K
|
3.82K
$111K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.18% |
$7.42K - $7.96K
|
8.24K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.51% |
$7.49K - $8.04K
|
6.44K
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-100- 0.8% |
$7.57K - $8.12K
|
12.4K
$363K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 1.94% |
$7.57K - $8.12K
|
5.05K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-102- 2.25% |
$7.72K - $8.28K
|
4.44K
$130K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-102- 0.88% |
$7.72K - $8.28K
|
11.5K
$336K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-112- 3.83% |
$8.48K - $9.09K
|
2.81K
$82K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-118- 4.09% |
$8.93K - $9.58K
|
2.77K
$80.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 2.07% |
$9.08K - $9.74K
|
5.68K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-121- 2.58% |
$9.16K - $9.82K
|
4.57K
$134K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-134- 18.11% |
$10.1K - $10.9K
|
606
$17.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-135- 1.68% |
$10.2K - $11K
|
7.9K
$231K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-138- 0.52% |
$10.4K - $11.2K
|
26.5K
$775K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-140- 1.01% |
$10.6K - $11.4K
|
13.8K
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-146- 5.32% |
$11.1K - $11.9K
|
2.6K
$75.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 4.36% |
$11.1K - $11.9K
|
3.2K
$93.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-157- 0.5% |
$11.9K - $12.7K
|
31.4K
$917K
|