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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.3K- 20.87% |
$1.22M - $1.4M
|
65.6K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 20.89% |
$1.28M - $1.46M
|
68.5K
$1.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-19K- 18.25% |
$1.34M - $1.54M
|
85.3K
$2.38M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.9K- 2.75% |
$1.48M - $1.69M
|
740K
$20.6M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-21.5KClosed |
$1.52M - $1.74M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23.2K- 58.35% |
$1.64M - $1.88M
|
16.6K
$462K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 12.86% |
$1.66M - $1.9M
|
159K
$4.43M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23.9K- 21.79% |
$1.69M - $1.93M
|
85.6K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.7K- 89.86% |
$1.75M - $2M
|
2.79K
$77.9K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-25.6K- 5.91% |
$1.81M - $2.07M
|
408K
$11.4M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-26.6K- 73.69% |
$1.88M - $2.15M
|
9.48K
$264K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-27.9K- 25.9% |
$1.97M - $2.25M
|
79.7K
$2.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28.2K- 49.93% |
$1.99M - $2.28M
|
28.2K
$788K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-28.6K- 47.32% |
$2.02M - $2.32M
|
31.9K
$889K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.7K- 45.12% |
$2.03M - $2.32M
|
35K
$975K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.4K- 15.83% |
$2.36M - $2.7M
|
178K
$4.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-33.8K- 42.4% |
$2.39M - $2.74M
|
46K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-35.3K- 88.3% |
$2.5M - $2.86M
|
4.68K
$131K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-48.8KClosed |
$3.45M - $3.95M
|
0
$0
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-51K- 13.44% |
$3.6M - $4.13M
|
328K
$9.16M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-51.6KClosed |
$3.64M - $4.17M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-52.1K- 39.03% |
$3.68M - $4.22M
|
81.4K
$2.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-55.7KClosed |
$3.94M - $4.51M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.6K- 9.0% |
$4.07M - $4.66M
|
582K
$16.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-61.9K- 45.01% |
$4.37M - $5M
|
75.6K
$2.11M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64.5K- 93.26% |
$4.55M - $5.21M
|
4.66K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71K- 7.02% |
$5.02M - $5.74M
|
940K
$26.2M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-89.4KClosed |
$6.32M - $7.23M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-101K- 38.7% |
$7.15M - $8.19M
|
160K
$4.47M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-119K- 11.34% |
$8.4M - $9.61M
|
929K
$25.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 23.38% |
$8.95M - $10.2M
|
415K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-140K- 11.48% |
$9.92M - $11.4M
|
1.08M
$30.2M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-196K- 78.99% |
$13.8M - $15.8M
|
52.1K
$1.45M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-207KClosed |
$14.6M - $16.7M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-296K- 31.12% |
$20.9M - $24M
|
656K
$18.3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-309K- 25.49% |
$21.8M - $25M
|
903K
$25.2M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-461K- 52.63% |
$32.6M - $37.3M
|
415K
$11.6M
|