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 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.12K+ 0.64% |
$79K - $90.4K
|
177K
$5.13M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.09K+ 6.02% |
$77.3K - $88.5K
|
19.3K
$559K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 3.75% |
$77.2K - $88.4K
|
30.3K
$879K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 1.66% |
$76.8K - $87.9K
|
66.4K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.05K+ 8.91% |
$73.8K - $84.5K
|
12.8K
$371K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
971+ 5.02% |
$68.6K - $78.5K
|
20.3K
$590K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
944+ 8.15% |
$66.7K - $76.4K
|
12.5K
$364K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
937+ 1.2% |
$66.2K - $75.8K
|
79.2K
$2.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
936+ 8.72% |
$66.1K - $75.7K
|
11.7K
$339K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
932+ 7.74% |
$65.9K - $75.4K
|
13K
$377K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
894New |
$63.2K - $72.3K
|
894
$26K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
876+ 5.28% |
$61.9K - $70.9K
|
17.5K
$507K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
852+ 0.85% |
$60.2K - $68.9K
|
101K
$2.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
814+ 1.51% |
$57.5K - $65.8K
|
54.7K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
790+ 10.02% |
$55.8K - $63.9K
|
8.68K
$252K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
782+ 1.29% |
$55.3K - $63.3K
|
61.5K
$1.79M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
781+ 1.74% |
$55.2K - $63.2K
|
45.8K
$1.33M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
775+ 3.76% |
$54.8K - $62.7K
|
21.4K
$620K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
771+ 3.62% |
$54.5K - $62.4K
|
22.1K
$641K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
764+ 1.52% |
$54K - $61.8K
|
50.9K
$1.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
724+ 2.24% |
$51.2K - $58.6K
|
33K
$959K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
716+ 0.25% |
$50.6K - $57.9K
|
288K
$8.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
712+ 7.48% |
$50.3K - $57.6K
|
10.2K
$297K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
700+ 3.72% |
$49.5K - $56.6K
|
19.5K
$566K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
700+ 14.01% |
$49.5K - $56.6K
|
5.7K
$165K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
689+ 55.56% |
$48.7K - $55.7K
|
1.93K
$56K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
683+ 21.86% |
$48.3K - $55.2K
|
3.81K
$111K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
681+ 0.65% |
$48.1K - $55.1K
|
105K
$3.05M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
662+ 12.94% |
$46.8K - $53.5K
|
5.78K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
658+ 0.29% |
$46.5K - $53.2K
|
230K
$6.66M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
657+ 2.82% |
$46.4K - $53.1K
|
23.9K
$695K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
649+ 1.83% |
$45.9K - $52.5K
|
36K
$1.05M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
642+ 18.56% |
$45.4K - $51.9K
|
4.1K
$119K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
576+ 2.75% |
$40.7K - $46.6K
|
21.5K
$625K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
550+ 70.79% |
$38.9K - $44.5K
|
1.33K
$38.5K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
538+ 4.95% |
$38K - $43.5K
|
11.4K
$331K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
515+ 9.44% |
$36.4K - $41.7K
|
5.97K
$173K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
512+ 16.98% |
$36.2K - $41.4K
|
3.53K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
504+ 11.59% |
$35.6K - $40.8K
|
4.85K
$141K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
483+ 1.02% |
$34.1K - $39.1K
|
47.8K
$1.39M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
474+ 1.68% |
$33.5K - $38.3K
|
28.6K
$832K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
446New |
$31.5K - $36.1K
|
446
$12.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
435+ 4.34% |
$30.7K - $35.2K
|
10.4K
$303K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
426+ 0.09% |
$30.1K - $34.5K
|
454K
$13.2M
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
418+ 8.94% |
$29.5K - $33.8K
|
5.09K
$148K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
410+ 19.78% |
$29K - $33.2K
|
2.48K
$72.1K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
405+ 0.94% |
$28.6K - $32.8K
|
43.5K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
401+ 14.39% |
$28.3K - $32.4K
|
3.19K
$92.5K
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
400+ 9.84% |
$28.3K - $32.4K
|
4.46K
$130K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
399+ 9.65% |
$28.2K - $32.3K
|
4.53K
$132K
|