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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 200.0% |
$151K - $457K
|
8.25K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.48K+ 186.91% |
$151K - $455K
|
8.42K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 200.0% |
$150K - $453K
|
8.18K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.43K+ 199.78% |
$150K - $451K
|
8.15K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.42K+ 206.44% |
$149K - $450K
|
8.04K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.41K+ 201.08% |
$149K - $449K
|
8.1K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 178.61% |
$146K - $439K
|
8.24K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
5.25K+ 200.0% |
$145K - $436K
|
7.88K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.25K+ 201.27% |
$144K - $436K
|
7.85K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 199.42% |
$143K - $432K
|
7.81K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.19K+ 149.01% |
$143K - $431K
|
8.67K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.18K+ 203.62% |
$143K - $430K
|
7.72K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.15K+ 200.0% |
$142K - $427K
|
7.72K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.08K+ 200.16% |
$140K - $422K
|
7.61K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
4.97K+ 200.0% |
$137K - $413K
|
7.46K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.95K+ 201.18% |
$136K - $411K
|
7.41K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.88K+ 185.71% |
$134K - $405K
|
7.5K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
4.81K+ 187.04% |
$132K - $399K
|
7.37K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.44K+ 170.98% |
$122K - $368K
|
7.03K
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.43K+ 200.0% |
$122K - $368K
|
6.64K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.16K+ 200.58% |
$115K - $346K
|
6.24K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.06K+ 192.88% |
$112K - $337K
|
6.17K
$177K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.99K+ 201.21% |
$110K - $331K
|
5.97K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.91K+ 210.49% |
$108K - $325K
|
5.77K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.63KNew |
$100K - $302K
|
3.63K
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.62K+ 199.94% |
$99.6K - $300K
|
5.43K
$156K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.44K+ 200.06% |
$94.7K - $285K
|
5.16K
$148K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3.41K+ 200.0% |
$93.9K - $283K
|
5.12K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.23K+ 200.0% |
$89K - $268K
|
4.85K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.23K+ 200.0% |
$88.8K - $268K
|
4.84K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$82.5K - $249K
|
3K
$86.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.8KNew |
$77.1K - $232K
|
2.8K
$80.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.79K+ 200.0% |
$76.9K - $232K
|
4.19K
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.55K+ 200.0% |
$70.2K - $212K
|
3.83K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
2.12K+ 96.93% |
$58.3K - $176K
|
4.3K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.04K+ 200.0% |
$56.2K - $169K
|
3.06K
$88K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.96K+ 200.0% |
$54K - $163K
|
2.94K
$84.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.93K+ 200.0% |
$53K - $160K
|
2.89K
$83.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 200.0% |
$52.9K - $159K
|
2.88K
$82.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89K+ 980.83% |
$52.1K - $157K
|
2.09K
$60K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 199.79% |
$51.6K - $156K
|
2.81K
$80.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.82K+ 176.09% |
$50.1K - $151K
|
2.85K
$82K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.79K+ 200.0% |
$49.2K - $148K
|
2.68K
$77.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.7K+ 200.0% |
$46.8K - $141K
|
2.55K
$73.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.67KNew |
$45.9K - $139K
|
1.67K
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.64K+ 200.0% |
$45.2K - $136K
|
2.46K
$70.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 200.0% |
$44.1K - $133K
|
2.4K
$69K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 200.0% |
$42.6K - $129K
|
2.32K
$66.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.53K+ 238.75% |
$42.1K - $127K
|
2.17K
$62.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.47K+ 200.27% |
$40.5K - $122K
|
2.21K
$63.5K
|