Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-271- 0.29% |
$17.1K - $20.6K
|
92.8K
$2.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-274- 6.47% |
$17.3K - $20.8K
|
3.96K
$115K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-295- 5.18% |
$18.6K - $22.4K
|
5.4K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-295- 1.16% |
$18.6K - $22.4K
|
25.1K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 54.11% |
$18.7K - $22.5K
|
251
$7.29K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-296- 4.93% |
$18.7K - $22.5K
|
5.71K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-300- 6.32% |
$18.9K - $22.8K
|
4.45K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-310- 2.14% |
$19.5K - $23.5K
|
14.2K
$411K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-320- 0.17% |
$20.2K - $24.3K
|
183K
$5.31M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-321- 0.48% |
$20.2K - $24.4K
|
65.9K
$1.91M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-341- 1.74% |
$21.5K - $25.9K
|
19.3K
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-347- 1.14% |
$21.9K - $26.4K
|
30K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-349- 0.47% |
$22K - $26.5K
|
74.3K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-356- 0.51% |
$22.4K - $27K
|
69.8K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-375- 3.93% |
$23.6K - $28.5K
|
9.17K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-376- 4.42% |
$23.7K - $28.6K
|
8.12K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-383- 5.14% |
$24.1K - $29.1K
|
7.07K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-396- 56.98% |
$25K - $30.1K
|
299
$8.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-400- 3.38% |
$25.2K - $30.4K
|
11.4K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-401- 2.55% |
$25.3K - $30.5K
|
15.3K
$445K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-404- 1.02% |
$25.5K - $30.7K
|
39.1K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-408- 15.62% |
$25.7K - $31K
|
2.2K
$64K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-408- 11.54% |
$25.7K - $31K
|
3.13K
$90.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-410- 2.13% |
$25.8K - $31.1K
|
18.8K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-428- 90.87% |
$27K - $32.5K
|
43
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-430- 1.57% |
$27.1K - $32.7K
|
27K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-450- 1.17% |
$28.4K - $34.2K
|
38K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-458- 1.29% |
$28.9K - $34.8K
|
35.2K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-469- 5.29% |
$29.6K - $35.6K
|
8.4K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-488- 10.29% |
$30.7K - $37.1K
|
4.25K
$124K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-492- 2.2% |
$31K - $37.4K
|
21.9K
$635K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-503- 1.06% |
$31.7K - $38.2K
|
47.1K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-514- 10.91% |
$32.4K - $39K
|
4.2K
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-518- 3.92% |
$32.6K - $39.3K
|
12.7K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-545- 16.55% |
$34.3K - $41.4K
|
2.75K
$79.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-547- 5.89% |
$34.5K - $41.5K
|
8.75K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-550- 4.42% |
$34.7K - $41.8K
|
11.9K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-551- 0.34% |
$34.7K - $41.8K
|
161K
$4.68M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-554- 7.78% |
$34.9K - $42.1K
|
6.57K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-559- 1.03% |
$35.2K - $42.5K
|
53.8K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-570- 30.89% |
$35.9K - $43.3K
|
1.28K
$37K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-578- 0.61% |
$36.4K - $43.9K
|
93.7K
$2.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-583- 4.06% |
$36.7K - $44.3K
|
13.8K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-596- 8.41% |
$37.6K - $45.3K
|
6.49K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-600- 0.24% |
$37.8K - $45.6K
|
254K
$7.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-601- 17.47% |
$37.9K - $45.6K
|
2.84K
$82.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-605- 0.37% |
$38.1K - $45.9K
|
164K
$4.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-614- 1.48% |
$38.7K - $46.6K
|
40.8K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-617- 58.87% |
$38.9K - $46.9K
|
431
$12.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-629- 1.33% |
$39.6K - $47.8K
|
46.7K
$1.35M
|