Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-586- 0.47% |
$41.4K - $47.4K
|
125K
$3.48M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-592- 8.93% |
$41.8K - $47.9K
|
6.04K
$168K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 3.64% |
$42.9K - $49.1K
|
16.1K
$448K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-650- 8.99% |
$45.9K - $52.6K
|
6.58K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-658- 12.82% |
$46.5K - $53.2K
|
4.48K
$125K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-665- 11.43% |
$47K - $53.8K
|
5.15K
$143K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-675- 1.05% |
$47.7K - $54.6K
|
63.8K
$1.78M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-687- 1.66% |
$48.5K - $55.6K
|
40.7K
$1.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-695- 1.15% |
$49.1K - $56.2K
|
59.6K
$1.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-700- 17.4% |
$49.5K - $56.6K
|
3.32K
$92.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-704- 0.68% |
$49.7K - $56.9K
|
103K
$2.87M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-718- 2.78% |
$50.7K - $58.1K
|
25.1K
$699K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-732- 2.09% |
$51.7K - $59.2K
|
34.3K
$953K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-750- 14.39% |
$53K - $60.7K
|
4.46K
$124K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-754- 3.13% |
$53.3K - $61K
|
23.3K
$650K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-766- 2.74% |
$54.1K - $62K
|
27.2K
$757K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-773- 0.73% |
$54.6K - $62.5K
|
104K
$2.91M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-808- 10.94% |
$57.1K - $65.4K
|
6.58K
$183K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-842- 2.96% |
$59.5K - $68.1K
|
27.7K
$770K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-866- 3.5% |
$61.2K - $70.1K
|
23.9K
$664K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-867- 2.39% |
$61.3K - $70.1K
|
35.4K
$985K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-884- 8.99% |
$62.5K - $71.5K
|
8.95K
$249K
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-900- 5.4% |
$63.6K - $72.8K
|
15.8K
$439K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-921- 55.68% |
$65.1K - $74.5K
|
733
$20.4K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-933- 5.79% |
$65.9K - $75.5K
|
15.2K
$422K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-964- 0.89% |
$68.1K - $78K
|
108K
$3M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-967- 26.47% |
$68.3K - $78.2K
|
2.69K
$74.8K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-971- 4.65% |
$68.6K - $78.5K
|
19.9K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-972- 0.85% |
$68.7K - $78.6K
|
114K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-997- 13.11% |
$70.4K - $80.6K
|
6.61K
$184K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.01K- 2.46% |
$71.1K - $81.4K
|
39.9K
$1.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.04K- 2.99% |
$73.2K - $83.8K
|
33.6K
$934K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 6.06% |
$74.8K - $85.7K
|
16.4K
$457K
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.07K- 19.51% |
$75.6K - $86.6K
|
4.42K
$123K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.08K- 5.09% |
$76K - $87K
|
20.1K
$558K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.08K- 2.51% |
$76.1K - $87.1K
|
41.9K
$1.17M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.09K- 13.11% |
$76.7K - $87.8K
|
7.19K
$200K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 85.09% |
$78.6K - $90K
|
195
$5.43K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.17K- 1.96% |
$82.7K - $94.6K
|
58.6K
$1.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.2K- 1.19% |
$84.6K - $96.8K
|
99K
$2.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.21K- 0.25% |
$85.4K - $97.7K
|
477K
$13.3M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.21K- 1.33% |
$85.7K - $98.1K
|
89.7K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.22K- 1.39% |
$86.3K - $98.8K
|
86.3K
$2.4M
|
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 27.42% |
$91.9K - $105K
|
3.44K
$95.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.32K- 4.75% |
$93K - $106K
|
26.4K
$734K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 20.68% |
$94.4K - $108K
|
5.12K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.34K- 3.98% |
$94.5K - $108K
|
32.3K
$899K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.43K- 1.23% |
$101K - $116K
|
115K
$3.21M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.44K- 3.63% |
$102K - $116K
|
38.3K
$1.06M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 1.44% |
$117K - $134K
|
114K
$3.16M
|