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 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 4.37% |
$89.7K - $108K
|
31.1K
$904K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 3.9% |
$90.4K - $109K
|
35.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.44K- 0.73% |
$90.4K - $109K
|
194K
$5.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.46K- 5.22% |
$92.1K - $111K
|
26.5K
$770K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 11.04% |
$93.6K - $113K
|
12K
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.53K- 9.55% |
$96.1K - $116K
|
14.4K
$420K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.55K- 1.49% |
$97.4K - $117K
|
102K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.56K- 5.97% |
$98.4K - $119K
|
24.6K
$714K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.57K- 2.59% |
$99.2K - $120K
|
59.1K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.62K- 1.81% |
$102K - $123K
|
87.7K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-1.62K- 6.47% |
$102K - $123K
|
23.4K
$680K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.64K- 4.28% |
$103K - $124K
|
36.6K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.64K- 1.91% |
$104K - $125K
|
84.5K
$2.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.67K- 1.52% |
$105K - $127K
|
108K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.7K- 1.26% |
$107K - $129K
|
132K
$3.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.7K- 0.5% |
$107K - $129K
|
337K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.71K- 2.52% |
$108K - $130K
|
66.1K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.71K- 5.74% |
$108K - $130K
|
28K
$814K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.74K- 1.95% |
$109K - $132K
|
87.4K
$2.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.75K- 1.03% |
$110K - $133K
|
167K
$4.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.77K- 0.3% |
$112K - $135K
|
587K
$17.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.8K- 13.38% |
$113K - $136K
|
11.6K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.82K- 3.5% |
$115K - $139K
|
50.3K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.85K- 1.49% |
$117K - $141K
|
123K
$3.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.87K- 18.49% |
$118K - $142K
|
8.22K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.47% |
$118K - $142K
|
32.3K
$939K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.97K- 1.2% |
$124K - $150K
|
162K
$4.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.99K- 11.52% |
$125K - $151K
|
15.3K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.99K- 4.53% |
$125K - $151K
|
41.9K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.04K- 11.01% |
$129K - $155K
|
16.5K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.13K- 4.9% |
$134K - $162K
|
41.3K
$1.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 14.65% |
$147K - $177K
|
13.6K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.36K- 6.09% |
$148K - $179K
|
36.3K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2.4K- 0.82% |
$151K - $182K
|
290K
$8.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.52K- 1.51% |
$158K - $191K
|
164K
$4.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.55K- 8.24% |
$161K - $194K
|
28.4K
$824K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.57K- 11.54% |
$162K - $195K
|
19.7K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 1.13% |
$163K - $196K
|
225K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.59K- 2.58% |
$163K - $197K
|
97.8K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.65K- 49.48% |
$167K - $201K
|
2.71K
$78.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.76K- 10.83% |
$174K - $210K
|
22.8K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.89K- 14.09% |
$182K - $219K
|
17.6K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-3.11K- 1.8% |
$196K - $236K
|
170K
$4.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.23K- 4.02% |
$203K - $245K
|
77.1K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.3K- 39.23% |
$208K - $251K
|
5.11K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.52K- 10.66% |
$222K - $267K
|
29.5K
$857K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.66K- 22.12% |
$230K - $278K
|
12.9K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.8K- 21.49% |
$240K - $289K
|
13.9K
$403K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-3.92K- 35.77% |
$247K - $298K
|
7.04K
$204K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.99K- 7.7% |
$251K - $303K
|
47.8K
$1.39M
|