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
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.65K+ 4.22% |
$187K - $215K
|
65.5K
$1.9M
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
2.55K+ 2.52% |
$180K - $207K
|
104K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.48K+ 30.25% |
$175K - $200K
|
10.7K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 2.86% |
$170K - $195K
|
86.7K
$2.52M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.21K+ 6.25% |
$156K - $179K
|
37.6K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.17K+ 4.51% |
$153K - $176K
|
50.3K
$1.46M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.14K+ 5.41% |
$151K - $173K
|
41.8K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.1K+ 12.85% |
$149K - $170K
|
18.5K
$536K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 4.95% |
$144K - $164K
|
43K
$1.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.96K+ 2.42% |
$139K - $159K
|
83.2K
$2.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
1.95K+ 1.78% |
$138K - $157K
|
112K
$3.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
1.94K+ 2.41% |
$137K - $157K
|
82.7K
$2.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1.82K+ 0.8% |
$129K - $147K
|
229K
$6.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.8K+ 1.41% |
$127K - $145K
|
130K
$3.76M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$125K - $143K
|
1.77K
$51.3K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.77K+ 17.78% |
$125K - $143K
|
11.7K
$340K
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.75K+ 0.58% |
$124K - $142K
|
301K
$8.74M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
1.74K+ 4.9% |
$123K - $141K
|
37.3K
$1.08M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.74K+ 3.23% |
$123K - $141K
|
55.6K
$1.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.71KNew |
$120K - $138K
|
1.71K
$49.5K
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.69K+ 10.58% |
$120K - $137K
|
17.7K
$514K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.66K+ 1.77% |
$117K - $134K
|
95.1K
$2.76M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.65K+ 1.35% |
$117K - $133K
|
124K
$3.61M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.57K+ 50.88% |
$111K - $127K
|
4.64K
$135K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.57K+ 5.38% |
$111K - $127K
|
30.7K
$890K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.55K+ 13.6% |
$109K - $125K
|
12.9K
$375K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.53K+ 10.62% |
$108K - $124K
|
15.9K
$462K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.52K+ 1.58% |
$108K - $123K
|
97.7K
$2.84M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.52K+ 4.26% |
$107K - $123K
|
37.1K
$1.08M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.51K+ 1.81% |
$106K - $122K
|
84.7K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.51K+ 0.75% |
$106K - $122K
|
201K
$5.85M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.5K+ 0.36% |
$106K - $121K
|
414K
$12M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.49K+ 18.37% |
$105K - $121K
|
9.61K
$279K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.49K+ 12.07% |
$105K - $121K
|
13.8K
$402K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.47K+ 1.78% |
$104K - $119K
|
83.8K
$2.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 2.3% |
$103K - $118K
|
64.8K
$1.88M
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.44K+ 5.03% |
$102K - $117K
|
30.1K
$875K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 3.26% |
$101K - $116K
|
45.4K
$1.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.4K+ 0.64% |
$98.6K - $113K
|
219K
$6.36M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.37K+ 2.84% |
$96.9K - $111K
|
49.7K
$1.44M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.35K+ 0.23% |
$95.6K - $109K
|
584K
$17M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.35K+ 0.74% |
$95.5K - $109K
|
185K
$5.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 3.02% |
$95.2K - $109K
|
45.9K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33K+ 200.15% |
$93.9K - $108K
|
1.99K
$57.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.27K+ 223.99% |
$89.7K - $103K
|
1.84K
$53.3K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.22K+ 0.55% |
$86.3K - $98.8K
|
222K
$6.44M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.21K+ 0.67% |
$85.5K - $97.9K
|
182K
$5.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
1.19K+ 46.79% |
$84.4K - $96.6K
|
3.75K
$109K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.15K+ 1.55% |
$80.9K - $92.6K
|
75.1K
$2.18M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.13K+ 1.97% |
$79.8K - $91.3K
|
58.3K
$1.69M
|