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 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 2.89% |
$110K - $121K
|
48.8K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.52K- 5.22% |
$115K - $127K
|
27.6K
$793K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 3.79% |
$115K - $127K
|
38.8K
$1.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.53K- 9.48% |
$116K - $128K
|
14.6K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.64% |
$117K - $129K
|
240K
$6.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55K- 3.5% |
$117K - $129K
|
42.7K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 22.84% |
$117K - $129K
|
5.23K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 55.81% |
$124K - $137K
|
1.31K
$37.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 2.84% |
$130K - $144K
|
59.1K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.74K- 9.32% |
$131K - $145K
|
16.9K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 0.99% |
$132K - $145K
|
175K
$5.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 5.14% |
$136K - $150K
|
33.3K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.84K- 9.65% |
$139K - $153K
|
17.2K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.88K- 17.74% |
$142K - $156K
|
8.72K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.9K- 7.68% |
$143K - $158K
|
22.8K
$655K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 12.32% |
$145K - $160K
|
13.7K
$393K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 1.92% |
$146K - $161K
|
98.6K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 22.95% |
$151K - $167K
|
6.72K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.02K- 9.84% |
$153K - $168K
|
18.5K
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.02K- 1.07% |
$153K - $168K
|
188K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.11K- 81.95% |
$159K - $176K
|
465
$13.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 1.71% |
$162K - $179K
|
124K
$3.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.24K- 4.25% |
$169K - $187K
|
50.5K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.27K- 1.89% |
$171K - $189K
|
118K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.3K- 55.3% |
$174K - $191K
|
1.86K
$53.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.35K- 29.69% |
$177K - $195K
|
5.56K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.36K- 35.31% |
$178K - $196K
|
4.32K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.37K- 5.38% |
$179K - $197K
|
41.6K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.38K- 14.22% |
$179K - $198K
|
14.3K
$412K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.38K- 4.85% |
$180K - $198K
|
46.8K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.39K- 16.82% |
$180K - $198K
|
11.8K
$339K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.44K- 4.13% |
$184K - $203K
|
56.5K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 10.08% |
$189K - $208K
|
22.3K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.5K- 16.67% |
$189K - $208K
|
12.5K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 6.82% |
$190K - $209K
|
34.4K
$988K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.53K- 15.47% |
$191K - $211K
|
13.9K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.61K- 21.02% |
$197K - $217K
|
9.82K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.63K- 9.18% |
$199K - $219K
|
26.1K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.7K- 27.73% |
$204K - $225K
|
7.04K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.71K- 6.04% |
$205K - $225K
|
42.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.73K- 14.87% |
$206K - $227K
|
15.6K
$450K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.81K- 5.52% |
$212K - $233K
|
48K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.89K- 1.52% |
$218K - $240K
|
187K
$5.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.89K- 6.02% |
$218K - $240K
|
45.1K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.96K- 19.45% |
$223K - $246K
|
12.2K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.15K- 0.76% |
$238K - $262K
|
413K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.15K- 35.8% |
$238K - $262K
|
5.66K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 21.7% |
$238K - $262K
|
11.4K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.16K- 2.0% |
$239K - $263K
|
155K
$4.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 0.54% |
$242K - $266K
|
584K
$16.8M
|