Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78M+ 195.32% |
$104M - $314M
|
5.72M
$166M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.8M+ 203.94% |
$77.2M - $233M
|
4.18M
$121M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.23M+ 201.19% |
$61.5M - $186M
|
3.35M
$96.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.91M+ 196.85% |
$52.6M - $159M
|
2.88M
$83.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.28M+ 194.91% |
$35.3M - $106M
|
1.94M
$56.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.03M+ 209.92% |
$28.3M - $85.3M
|
1.52M
$43.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
996K+ 215.34% |
$27.4M - $82.7M
|
1.46M
$42.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
926K+ 195.3% |
$25.5M - $76.9M
|
1.4M
$40.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
704K+ 194.56% |
$19.4M - $58.4M
|
1.07M
$30.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
687K+ 200.74% |
$18.9M - $57.1M
|
1.03M
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
628K+ 212.88% |
$17.3M - $52.1M
|
923K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
556K+ 201.18% |
$15.3M - $46.1M
|
832K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
544K+ 763.02% |
$15M - $45.2M
|
615K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
527K+ 179.07% |
$14.5M - $43.7M
|
821K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
516K+ 197.11% |
$14.2M - $42.8M
|
777K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436K+ 209.24% |
$12M - $36.2M
|
645K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
435K+ 181.51% |
$12M - $36.1M
|
674K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
428K+ 200.15% |
$11.8M - $35.5M
|
642K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
428KNew |
$11.8M - $35.5M
|
428K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
427K+ 174.72% |
$11.7M - $35.4M
|
671K
$19.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
416K+ 200.58% |
$11.5M - $34.5M
|
623K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
389K+ 200.65% |
$10.7M - $32.3M
|
582K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
349K+ 218.31% |
$9.62M - $29M
|
509K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
346K+ 195.89% |
$9.52M - $28.7M
|
522K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
343K+ 198.39% |
$9.45M - $28.5M
|
516K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
335K+ 196.71% |
$9.23M - $27.8M
|
506K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
333K+ 190.51% |
$9.18M - $27.7M
|
508K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
330K+ 200.73% |
$9.08M - $27.4M
|
494K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
328K+ 171.71% |
$9.02M - $27.2M
|
518K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
322K+ 196.24% |
$8.86M - $26.7M
|
486K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
314K+ 206.95% |
$8.66M - $26.1M
|
466K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
294K+ 205.55% |
$8.11M - $24.4M
|
438K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
285K+ 170.88% |
$7.84M - $23.6M
|
451K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
280K+ 224.93% |
$7.71M - $23.2M
|
404K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
279K+ 200.32% |
$7.67M - $23.1M
|
418K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
270K+ 199.73% |
$7.43M - $22.4M
|
405K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
268K+ 209.94% |
$7.37M - $22.2M
|
395K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
266K+ 188.5% |
$7.32M - $22.1M
|
407K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
260K+ 177.68% |
$7.16M - $21.6M
|
407K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
257K+ 113.49% |
$7.07M - $21.3M
|
483K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257K+ 176.1% |
$7.07M - $21.3M
|
402K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
250K+ 218.68% |
$6.9M - $20.8M
|
365K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
245K+ 197.43% |
$6.75M - $20.4M
|
369K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
243K+ 208.38% |
$6.69M - $20.2M
|
360K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
240K+ 203.46% |
$6.6M - $19.9M
|
358K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
226K+ 197.37% |
$6.22M - $18.7M
|
340K
$9.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
226K+ 198.29% |
$6.22M - $18.7M
|
340K
$9.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224K+ 203.29% |
$6.18M - $18.6M
|
335K
$9.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
223K+ 206.61% |
$6.15M - $18.5M
|
331K
$9.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
222K+ 200.63% |
$6.11M - $18.4M
|
333K
$9.63M
|