Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-116- 3.37% |
$8.75K - $9.65K
|
3.33K
$95.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-116- 0.4% |
$8.75K - $9.65K
|
28.6K
$824K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-118- 2.25% |
$8.91K - $9.82K
|
5.14K
$148K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-121- 2.02% |
$9.13K - $10.1K
|
5.88K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-125- 0.52% |
$9.43K - $10.4K
|
23.7K
$682K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 1.99% |
$9.51K - $10.5K
|
6.22K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-129- 0.84% |
$9.74K - $10.7K
|
15.3K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-133- 3.89% |
$10K - $11.1K
|
3.29K
$94.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 1.03% |
$10.4K - $11.5K
|
13.3K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-140- 1.67% |
$10.6K - $11.6K
|
8.26K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-140- 1.21% |
$10.6K - $11.6K
|
11.4K
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-140- 1.63% |
$10.6K - $11.6K
|
8.46K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-143- 0.68% |
$10.8K - $11.9K
|
21K
$603K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-143- 0.37% |
$10.8K - $11.9K
|
38.1K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-143- 0.29% |
$10.8K - $11.9K
|
49.4K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-144- 1.73% |
$10.9K - $12K
|
8.18K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-145- 1.45% |
$10.9K - $12.1K
|
9.88K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-147- 3.64% |
$11.1K - $12.2K
|
3.89K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-148- 3.82% |
$11.2K - $12.3K
|
3.73K
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 1.32% |
$11.3K - $12.5K
|
11.2K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-157- 0.81% |
$11.8K - $13.1K
|
19.2K
$552K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-158- 1.42% |
$11.9K - $13.1K
|
11K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-161- 0.71% |
$12.2K - $13.4K
|
22.6K
$650K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-164- 0.29% |
$12.4K - $13.6K
|
56.8K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-165- 0.84% |
$12.5K - $13.7K
|
19.5K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-168- 6.1% |
$12.7K - $14K
|
2.59K
$74.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-171- 5.46% |
$12.9K - $14.2K
|
2.96K
$85.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-173- 4.27% |
$13.1K - $14.4K
|
3.88K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-173- 1.58% |
$13.1K - $14.4K
|
10.8K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-175- 1.95% |
$13.2K - $14.6K
|
8.81K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-182- 1.67% |
$13.7K - $15.1K
|
10.7K
$309K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-187- 0.69% |
$14.1K - $15.6K
|
27K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.52% |
$14.2K - $15.6K
|
12.2K
$349K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-188- 1.08% |
$14.2K - $15.6K
|
17.2K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-199- 2.64% |
$15K - $16.6K
|
7.34K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-207- 0.5% |
$15.6K - $17.2K
|
41.4K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-221- 0.73% |
$16.7K - $18.4K
|
30.1K
$865K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-225- 2.26% |
$17K - $18.7K
|
9.74K
$280K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-230- 5.87% |
$17.4K - $19.1K
|
3.69K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-238- 4.79% |
$18K - $19.8K
|
4.73K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-242- 1.22% |
$18.3K - $20.1K
|
19.6K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-248- 2.94% |
$18.7K - $20.6K
|
8.2K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-248- 1.09% |
$18.7K - $20.6K
|
22.5K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-252- 5.69% |
$19K - $21K
|
4.18K
$120K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-254- 1.86% |
$19.2K - $21.1K
|
13.4K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-259- 3.16% |
$19.5K - $21.5K
|
7.94K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-260- 8.53% |
$19.6K - $21.6K
|
2.79K
$80.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-267- 2.01% |
$20.2K - $22.2K
|
13K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-280- 5.02% |
$21.1K - $23.3K
|
5.3K
$152K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-281- 2.25% |
$21.2K - $23.4K
|
12.2K
$351K
|