Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 17.86% |
$334 - $370
|
23
$661
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 0.1% |
$467 - $518
|
7.08K
$204K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$601 - $666
|
13.2K
$380K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-10- 0.11% |
$668 - $740
|
8.78K
$252K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-13- 0.19% |
$868 - $962
|
6.78K
$195K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$868 - $962
|
7.22K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-13- 0.27% |
$868 - $962
|
4.79K
$138K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-13- 0.2% |
$868 - $962
|
6.43K
$185K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-14- 0.45% |
$935 - $1.04K
|
3.07K
$88.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16- 0.34% |
$1.07K - $1.18K
|
4.75K
$137K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22- 0.19% |
$1.47K - $1.63K
|
11.4K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-22- 0.02% |
$1.47K - $1.63K
|
120K
$3.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-25- 0.12% |
$1.67K - $1.85K
|
21.4K
$614K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 0.8% |
$1.67K - $1.85K
|
3.12K
$89.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.6% |
$1.67K - $1.85K
|
4.13K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.67K - $1.85K
|
10.2K
$293K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-28- 0.41% |
$1.87K - $2.07K
|
6.84K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-28- 0.84% |
$1.87K - $2.07K
|
3.29K
$94.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.17% |
$1.87K - $2.07K
|
16.4K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 6.74% |
$1.94K - $2.15K
|
401
$11.5K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-31- 0.17% |
$2.07K - $2.29K
|
18.2K
$523K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-34- 0.31% |
$2.27K - $2.52K
|
10.9K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-38- 10.38% |
$2.54K - $2.81K
|
328
$9.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-39- 1.13% |
$2.6K - $2.89K
|
3.41K
$97.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-47- 0.14% |
$3.14K - $3.48K
|
32.8K
$942K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 9.02% |
$3.6K - $3.99K
|
545
$15.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-55- 0.48% |
$3.67K - $4.07K
|
11.3K
$326K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.51% |
$3.74K - $4.14K
|
10.9K
$314K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-63- 0.94% |
$4.21K - $4.66K
|
6.61K
$190K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-65- 0.44% |
$4.34K - $4.81K
|
14.8K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-68- 1.58% |
$4.54K - $5.03K
|
4.24K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 1.73% |
$4.61K - $5.1K
|
3.93K
$113K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-70- 0.93% |
$4.67K - $5.18K
|
7.46K
$214K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-70- 0.37% |
$4.67K - $5.18K
|
19K
$545K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-71- 0.67% |
$4.74K - $5.25K
|
10.5K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-74- 0.32% |
$4.94K - $5.47K
|
23.2K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-74- 0.16% |
$4.94K - $5.47K
|
46.7K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-82- 2.08% |
$5.47K - $6.07K
|
3.87K
$111K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-84- 0.58% |
$5.61K - $6.21K
|
14.3K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-90- 1.79% |
$6.01K - $6.66K
|
4.94K
$142K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-94- 2.67% |
$6.27K - $6.95K
|
3.43K
$98.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-97- 0.06% |
$6.47K - $7.18K
|
154K
$4.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-98- 2.36% |
$6.54K - $7.25K
|
4.05K
$117K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-100- 0.68% |
$6.68K - $7.4K
|
14.5K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-101- 1.31% |
$6.74K - $7.47K
|
7.61K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-101- 0.14% |
$6.74K - $7.47K
|
71.7K
$2.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.15% |
$6.81K - $7.55K
|
68.3K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 50.0% |
$7.34K - $8.14K
|
110
$3.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 6.8% |
$7.48K - $8.29K
|
1.53K
$44.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-113- 6.95% |
$7.54K - $8.36K
|
1.51K
$43.5K
|