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 $7.6M
Apr 13, 2022 Q1 2022
Trinity Legacy Partners, LLC

BUY
 -
6.29K
+ 6.38%
$444K - $508K
105K $2.92M
Jun 13, 2022 Q1 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
6.17K
+ 4.5%
$436K - $499K
143K $3.99M
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
5.82K
+ 51.99%
$412K - $471K
17K $475K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
5.82K
+ 24.21%
$411K - $471K
29.9K $833K
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5.82K
+ 29.58%
$411K - $471K
25.5K $711K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.4K
+ 0.42%
$382K - $437K
1.29M $35.9M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
5.37K
+ 5.0%
$379K - $434K
113K $3.15M
May 06, 2022 Q1 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
5.36K
+ 6.69%
$379K - $434K
85.6K $2.39M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.36K
+ 20.27%
$378K - $433K
31.8K $886K
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
5.07K
New
$358K - $410K
5.07K $141K
Apr 13, 2022 Q1 2022
Vista Private Wealth Partners. LLC

BUY
 -
5.04K
+ 2.29%
$356K - $408K
225K $6.28M
Apr 27, 2022 Q1 2022
Trinity Financial Advisors LLC

BUY
 -
4.97K
New
$351K - $402K
4.97K $139K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.8K
+ 42.45%
$339K - $389K
16.1K $450K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
4.79K
+ 43.7%
$338K - $387K
15.7K $439K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.78K
+ 8.58%
$338K - $386K
60.5K $1.69M
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
4.74K
+ 4.02%
$335K - $383K
123K $3.42M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.69K
+ 6.67%
$332K - $380K
75K $2.09M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
4.61K
+ 41.12%
$325K - $372K
15.8K $441K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4.56K
+ 17.29%
$322K - $369K
31K $863K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
4.35K
+ 3.73%
$307K - $351K
121K $3.37M
Apr 12, 2022 Q1 2022
Life Steps Financial, Inc.

BUY
 -
4.19K
+ 12.42%
$296K - $339K
37.9K $1.06M
May 16, 2022 Q1 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
4.13K
+ 6.45%
$292K - $334K
68.2K $1.9M
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
4.01K
+ 2.57%
$283K - $324K
160K $4.47M
May 13, 2022 Q1 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
3.99K
New
$282K - $322K
3.99K $111K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.93K
+ 11.21%
$278K - $318K
39K $1.09M
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

BUY
 -
3.65K
+ 10.52%
$258K - $295K
38.3K $1.07M
May 11, 2022 Q1 2022
Powers Advisory Group, LLC

BUY
 -
3.55K
+ 10.0%
$251K - $287K
39K $1.09M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.54K
+ 42.85%
$250K - $286K
11.8K $329K
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
3.45K
+ 19.13%
$244K - $279K
21.5K $600K
May 02, 2022 Q1 2022
Sage Financial Group Inc

BUY
 -
3.41K
+ 2.15%
$241K - $276K
162K $4.52M
Apr 28, 2022 Q1 2022
Newton One Investments LLC

BUY
 -
3.41K
+ 1.63%
$241K - $276K
213K $5.94M
May 04, 2022 Q1 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
3.31K
+ 11.93%
$234K - $267K
31K $865K
May 11, 2022 Q1 2022
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
3.27K
+ 4.55%
$231K - $264K
75.1K $2.09M
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

BUY
 -
3.21K
+ 95.53%
$226K - $259K
6.56K $183K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.17K
New
$224K - $256K
3.17K $88.4K
Apr 20, 2022 Q1 2022
Boltwood Capital Management

BUY
 -
3.16K
+ 32.43%
$223K - $256K
12.9K $360K
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

BUY
 -
3.13K
+ 4.41%
$221K - $253K
74K $2.06M
May 05, 2022 Q1 2022
Human Investing LLC

BUY
 -
3.09K
New
$218K - $250K
3.09K $86.1K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.08K
+ 24.99%
$218K - $249K
15.4K $429K
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
3.05K
+ 2.54%
$216K - $247K
123K $3.44M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
3.03K
+ 5.65%
$214K - $245K
56.6K $1.58M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
3K
+ 71.06%
$212K - $243K
7.22K $201K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
3K
+ 7.44%
$212K - $243K
43.3K $1.21M
May 10, 2022 Q1 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
3K
+ 7.59%
$212K - $242K
42.5K $1.18M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
2.92K
+ 10.28%
$206K - $236K
31.3K $874K
Apr 19, 2022 Q1 2022
Hilltop Wealth Advisors, LLC

BUY
 -
2.88K
+ 4.6%
$203K - $233K
65.4K $1.83M
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

BUY
 -
2.79K
+ 2.16%
$197K - $225K
132K $3.68M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
2.75K
+ 5.91%
$194K - $222K
49.2K $1.37M

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