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 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-157- 0.5% |
$11.9K - $12.7K
|
31.4K
$909K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-165- 1.94% |
$12.5K - $13.4K
|
8.33K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-166- 0.45% |
$12.6K - $13.5K
|
36.7K
$1.06M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-166- 1.94% |
$12.6K - $13.5K
|
8.4K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-186- 4.2% |
$14.1K - $15.1K
|
4.25K
$123K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-187- 0.83% |
$14.2K - $15.2K
|
22.4K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-190- 3.98% |
$14.4K - $15.4K
|
4.58K
$133K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.62% |
$14.4K - $15.4K
|
11.5K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-192- 1.32% |
$14.5K - $15.6K
|
14.3K
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-192- 0.08% |
$14.5K - $15.6K
|
231K
$6.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 3.9% |
$15.1K - $16.2K
|
4.91K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 38.46% |
$15.1K - $16.2K
|
320
$9.26K
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-200- 3.35% |
$15.1K - $16.2K
|
5.78K
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-207- 2.64% |
$15.7K - $16.8K
|
7.62K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-212- 0.64% |
$16K - $17.2K
|
33K
$954K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-212- 0.12% |
$16K - $17.2K
|
173K
$5.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-216- 1.01% |
$16.3K - $17.5K
|
21.1K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-219- 3.75% |
$16.6K - $17.8K
|
5.62K
$163K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-234- 3.92% |
$17.7K - $19K
|
5.74K
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-235- 2.76% |
$17.8K - $19.1K
|
8.27K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-237- 2.12% |
$17.9K - $19.2K
|
11K
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-238- 3.28% |
$18K - $19.3K
|
7.02K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-240- 2.6% |
$18.2K - $19.5K
|
8.99K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-240- 2.57% |
$18.2K - $19.5K
|
9.11K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-242- 0.81% |
$18.3K - $19.6K
|
29.6K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-244- 7.52% |
$18.5K - $19.8K
|
3K
$86.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 0.36% |
$18.5K - $19.9K
|
68.8K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-246- 1.31% |
$18.6K - $20K
|
18.6K
$537K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-249- 0.62% |
$18.8K - $20.2K
|
39.9K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-250- 2.82% |
$18.9K - $20.3K
|
8.6K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-256- 6.34% |
$19.4K - $20.8K
|
3.78K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-257- 0.55% |
$19.5K - $20.9K
|
46.3K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-263- 8.78% |
$19.9K - $21.4K
|
2.73K
$79.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-268- 0.19% |
$20.3K - $21.8K
|
137K
$3.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-270- 0.69% |
$20.4K - $21.9K
|
38.9K
$1.13M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-270- 0.93% |
$20.4K - $21.9K
|
28.6K
$828K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-274- 3.24% |
$20.7K - $22.2K
|
8.19K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-277- 0.79% |
$21K - $22.5K
|
34.8K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-277- 7.46% |
$21K - $22.5K
|
3.43K
$99.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-277- 1.5% |
$21K - $22.5K
|
18.2K
$528K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-310- 3.86% |
$23.5K - $25.2K
|
7.73K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-319- 1.43% |
$24.1K - $25.9K
|
22.1K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-320- 5.74% |
$24.2K - $26K
|
5.25K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-320- 0.79% |
$24.2K - $26K
|
40K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-330- 0.16% |
$25K - $26.8K
|
203K
$5.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-330- 1.11% |
$25K - $26.8K
|
29.3K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-331Closed |
$25.1K - $26.9K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-333- 0.67% |
$25.2K - $27K
|
49.2K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-345- 2.46% |
$26.1K - $28K
|
13.7K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-348- 10.43% |
$26.3K - $28.3K
|
2.99K
$86.5K
|