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
Apr 15, 2022 Q1 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
6.34K
+ 2.38%
$448K - $513K
272K $7.91M
Apr 13, 2022 Q1 2022
Trinity Legacy Partners, LLC

BUY
 -
6.29K
+ 6.38%
$444K - $508K
105K $3.04M
Jun 13, 2022 Q1 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
6.17K
+ 4.5%
$436K - $499K
143K $4.16M
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
5.82K
+ 51.99%
$412K - $471K
17K $494K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
5.82K
+ 24.21%
$411K - $471K
29.9K $867K
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5.82K
+ 29.58%
$411K - $471K
25.5K $740K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.4K
+ 0.42%
$382K - $437K
1.29M $37.4M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
5.37K
+ 5.0%
$379K - $434K
113K $3.28M
May 06, 2022 Q1 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
5.36K
+ 6.69%
$379K - $434K
85.6K $2.48M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.36K
+ 20.27%
$378K - $433K
31.8K $922K
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
5.07K
New
$358K - $410K
5.07K $147K
Apr 13, 2022 Q1 2022
Vista Private Wealth Partners. LLC

BUY
 -
5.04K
+ 2.29%
$356K - $408K
225K $6.54M
Apr 27, 2022 Q1 2022
Trinity Financial Advisors LLC

BUY
 -
4.97K
New
$351K - $402K
4.97K $144K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.8K
+ 42.45%
$339K - $389K
16.1K $468K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
4.79K
+ 43.7%
$338K - $387K
15.7K $457K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.78K
+ 8.58%
$338K - $386K
60.5K $1.76M
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
4.74K
+ 4.02%
$335K - $383K
123K $3.56M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.69K
+ 6.67%
$332K - $380K
75K $2.18M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
4.61K
+ 41.12%
$325K - $372K
15.8K $459K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4.56K
+ 17.29%
$322K - $369K
31K $899K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
4.35K
+ 3.73%
$307K - $351K
121K $3.51M
Apr 12, 2022 Q1 2022
Life Steps Financial, Inc.

BUY
 -
4.19K
+ 12.42%
$296K - $339K
37.9K $1.1M
May 16, 2022 Q1 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
4.13K
+ 6.45%
$292K - $334K
68.2K $1.98M
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
4.01K
+ 2.57%
$283K - $324K
160K $4.65M
May 13, 2022 Q1 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
3.99K
New
$282K - $322K
3.99K $116K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.93K
+ 11.21%
$278K - $318K
39K $1.13M
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

BUY
 -
3.65K
+ 10.52%
$258K - $295K
38.3K $1.11M
May 11, 2022 Q1 2022
Powers Advisory Group, LLC

BUY
 -
3.55K
+ 10.0%
$251K - $287K
39K $1.13M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.54K
+ 42.85%
$250K - $286K
11.8K $343K
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
3.45K
+ 19.13%
$244K - $279K
21.5K $624K
May 02, 2022 Q1 2022
Sage Financial Group Inc

BUY
 -
3.41K
+ 2.15%
$241K - $276K
162K $4.7M
Apr 28, 2022 Q1 2022
Newton One Investments LLC

BUY
 -
3.41K
+ 1.63%
$241K - $276K
213K $6.18M
May 04, 2022 Q1 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
3.31K
+ 11.93%
$234K - $267K
31K $901K
May 11, 2022 Q1 2022
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
3.27K
+ 4.55%
$231K - $264K
75.1K $2.18M
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

BUY
 -
3.21K
+ 95.53%
$226K - $259K
6.56K $190K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.17K
New
$224K - $256K
3.17K $92K
Apr 20, 2022 Q1 2022
Boltwood Capital Management

BUY
 -
3.16K
+ 32.43%
$223K - $256K
12.9K $375K
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

BUY
 -
3.13K
+ 4.41%
$221K - $253K
74K $2.15M
May 05, 2022 Q1 2022
Human Investing LLC

BUY
 -
3.09K
New
$218K - $250K
3.09K $89.6K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.08K
+ 24.99%
$218K - $249K
15.4K $447K
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
3.05K
+ 2.54%
$216K - $247K
123K $3.58M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
3.03K
+ 5.65%
$214K - $245K
56.6K $1.64M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
3K
+ 71.06%
$212K - $243K
7.22K $210K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
3K
+ 7.44%
$212K - $243K
43.3K $1.26M
May 10, 2022 Q1 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
3K
+ 7.59%
$212K - $242K
42.5K $1.23M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
2.92K
+ 10.28%
$206K - $236K
31.3K $910K
Apr 19, 2022 Q1 2022
Hilltop Wealth Advisors, LLC

BUY
 -
2.88K
+ 4.6%
$203K - $233K
65.4K $1.9M
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

BUY
 -
2.79K
+ 2.16%
$197K - $225K
132K $3.83M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
2.75K
+ 5.91%
$194K - $222K
49.2K $1.43M

Track Institutional and Insider Activities on SCHM

Follow SCHWAB STRATEGIC U.S. MID-CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHM shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic U.S. Mid Cap insider buys or sells SCHM shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC U.S. MID-CAP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHM