Purchases and Sales Made in Q1 2022 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1.79K
- 5.4%
$127K - $145K
31.4K $873K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

SELL
 -
-1.82K
- 39.8%
$129K - $147K
2.76K $76.7K
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-1.84K
- 14.43%
$130K - $149K
10.9K $304K
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-1.85K
- 7.73%
$131K - $150K
22.1K $615K
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-1.9K
- 2.76%
$134K - $153K
66.6K $1.85M
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

SELL
 -
-1.9K
- 7.57%
$134K - $154K
23.2K $645K
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-1.94K
- 13.04%
$137K - $157K
12.9K $360K
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-1.95K
- 81.85%
$138K - $158K
433 $12.1K
Apr 13, 2022 Q1 2022
Triangle Securities Wealth Management

SELL
 -
-2.03K
- 1.2%
$143K - $164K
167K $4.64M
Jun 08, 2022 Q1 2022
Systelligence, LLC

SELL
 -
-2.03K
- 2.16%
$144K - $164K
92K $2.56M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-2.12K
- 44.07%
$150K - $172K
2.7K $75K
May 12, 2022 Q1 2022
Ironwood Wealth Management, Llc.

SELL
 -
-2.26K
- 13.05%
$160K - $183K
15.1K $420K
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.31K
- 2.27%
$163K - $187K
99.6K $2.77M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.32K
- 15.77%
$164K - $187K
12.4K $344K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-2.33K
- 35.59%
$165K - $188K
4.22K $117K
May 09, 2022 Q1 2022
Pillar Wealth Advisors, LLC

SELL
 -
-2.37K
- 1.63%
$167K - $191K
143K $3.97M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.48K
- 2.6%
$175K - $200K
93K $2.59M
May 09, 2022 Q1 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-2.49K
Closed
$176K - $202K
0 $0
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

SELL
 -
-2.5K
Closed
$176K - $202K
0 $0
May 16, 2022 Q1 2022
Smith Anglin Financial, LLC

SELL
 -
-2.52K
- 6.05%
$178K - $204K
39K $1.09M
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

SELL
 -
-2.52K
- 11.77%
$178K - $204K
18.9K $525K
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

SELL
 -
-2.52K
Closed
$178K - $204K
0 $0
Apr 21, 2022 Q1 2022
Palouse Capital Management, Inc.

SELL
 -
-2.52K
Closed
$178K - $204K
0 $0
Apr 19, 2022 Q1 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.53K
- 29.61%
$178K - $204K
6K $167K
May 02, 2022 Q1 2022
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-2.53K
Closed
$179K - $205K
0 $0
Aug 01, 2022 Q1 2022
Awm Capital, LLC

SELL
 -
-2.54K
Closed
$180K - $206K
0 $0
Apr 18, 2022 Q1 2022
Catalyst Private Wealth, LLC

SELL
 -
-2.56K
Closed
$181K - $207K
0 $0
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

SELL
 -
-2.56K
- 0.63%
$181K - $207K
407K $11.3M
May 16, 2022 Q1 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-2.59K
Closed
$183K - $210K
0 $0
May 10, 2022 Q1 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-2.62K
- 1.82%
$185K - $212K
141K $3.93M
May 11, 2022 Q1 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-2.62K
- 1.82%
$185K - $212K
141K $3.93M
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

SELL
 -
-2.66K
Closed
$188K - $215K
0 $0
Apr 25, 2022 Q1 2022
Sharkey, Howes & Javer

SELL
 -
-2.7K
- 8.55%
$191K - $219K
28.9K $805K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.81K
- 97.4%
$198K - $227K
75 $2.09K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-2.85K
- 4.77%
$201K - $230K
56.8K $1.58M
May 06, 2022 Q1 2022
Mirador Capital Partners LP

SELL
 -
-2.9K
Closed
$205K - $235K
0 $0
Apr 20, 2022 Q1 2022
Wealth Management Resources, Inc.

SELL
 -
-2.91K
Closed
$206K - $235K
0 $0
Apr 25, 2022 Q1 2022
Orcam Financial Group

Encinitas, CA
SELL
 -
-2.98K
- 6.05%
$210K - $241K
46.2K $1.29M
May 05, 2022 Q1 2022
Falcon Wealth Planning

SELL
 -
-3.02K
Closed
$213K - $244K
0 $0
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

SELL
 -
-3.11K
Closed
$220K - $251K
0 $0
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-3.13K
- 22.73%
$221K - $253K
10.6K $296K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-3.15K
Closed
$223K - $255K
0 $0
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-3.2K
Closed
$226K - $259K
0 $0
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

SELL
 -
-3.23K
- 3.67%
$228K - $261K
84.8K $2.36M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

SELL
 -
-3.38K
Closed
$238K - $273K
0 $0
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-3.51K
- 31.64%
$248K - $284K
7.58K $211K
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-3.51K
- 31.64%
$248K - $284K
7.58K $211K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

SELL
 -
-3.57K
- 3.65%
$252K - $289K
94.3K $2.62M
May 12, 2022 Q1 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-3.61K
- 40.37%
$255K - $292K
5.33K $148K

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