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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$75.5 - $83.2
|
2.72K
$78.1K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.22% |
$151 - $166
|
897
$25.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$151 - $166
|
15.7K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-3- 0.03% |
$226 - $250
|
9.1K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-5- 0.1% |
$377 - $416
|
4.83K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 0.03% |
$453 - $499
|
20.6K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-7- 0.17% |
$528 - $582
|
4K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-7- 0.12% |
$528 - $582
|
5.6K
$161K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.28% |
$755 - $832
|
3.52K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-15- 0.2% |
$1.13K - $1.25K
|
7.57K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-18- 0.58% |
$1.36K - $1.5K
|
3.1K
$89.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 2.52% |
$1.51K - $1.66K
|
774
$22.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 74.07% |
$1.51K - $1.66K
|
7
$201
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-21- 0.73% |
$1.58K - $1.75K
|
2.86K
$82.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.08% |
$1.74K - $1.91K
|
27.3K
$785K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-28- 1.7% |
$2.11K - $2.33K
|
1.62K
$46.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.49% |
$2.26K - $2.5K
|
6.05K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.47% |
$2.26K - $2.5K
|
6.41K
$184K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 17.93% |
$2.49K - $2.74K
|
151
$4.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-37- 1.36% |
$2.79K - $3.08K
|
2.68K
$77.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-39- 0.34% |
$2.94K - $3.24K
|
11.4K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39- 34.51% |
$2.94K - $3.24K
|
74
$2.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40- 1.1% |
$3.02K - $3.33K
|
3.58K
$103K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-44- 0.34% |
$3.32K - $3.66K
|
12.8K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45- 0.25% |
$3.4K - $3.74K
|
18K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-48- 0.51% |
$3.62K - $3.99K
|
9.32K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-49- 0.63% |
$3.7K - $4.08K
|
7.68K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-54- 1.7% |
$4.08K - $4.49K
|
3.13K
$90K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-56- 0.99% |
$4.23K - $4.66K
|
5.62K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-57- 0.42% |
$4.3K - $4.74K
|
13.6K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-57- 2.15% |
$4.3K - $4.74K
|
2.6K
$74.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-58- 0.91% |
$4.38K - $4.82K
|
6.29K
$181K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-58- 6.61% |
$4.38K - $4.82K
|
820
$23.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.25% |
$4.53K - $4.99K
|
2.61K
$75K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-61- 0.33% |
$4.6K - $5.07K
|
18.5K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-61- 1.9% |
$4.6K - $5.07K
|
3.15K
$90.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 0.48% |
$4.98K - $5.49K
|
13.7K
$394K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-82- 0.52% |
$6.19K - $6.82K
|
15.7K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-87- 2.91% |
$6.57K - $7.24K
|
2.9K
$83.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-90- 3.43% |
$6.79K - $7.49K
|
2.54K
$72.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-92- 2.39% |
$6.94K - $7.65K
|
3.75K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-93- 0.03% |
$7.02K - $7.74K
|
339K
$9.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93- 1.62% |
$7.02K - $7.74K
|
5.66K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-96- 0.53% |
$7.25K - $7.99K
|
18.1K
$521K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-98- 54.14% |
$7.4K - $8.15K
|
83
$2.39K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 1.07% |
$7.55K - $8.32K
|
9.23K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-104- 0.4% |
$7.85K - $8.65K
|
25.9K
$744K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-104- 2.06% |
$7.85K - $8.65K
|
4.95K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-106- 0.78% |
$8K - $8.82K
|
13.5K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-113- 0.07% |
$8.53K - $9.4K
|
164K
$4.72M
|