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 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
398+ 2.6% |
$28.1K - $32.2K
|
15.7K
$438K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
350+ 1.58% |
$24.7K - $28.3K
|
22.5K
$628K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
332+ 11.19% |
$23.5K - $26.9K
|
3.3K
$92K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
327+ 2.47% |
$23.1K - $26.5K
|
13.6K
$379K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
322+ 3.45% |
$22.8K - $26K
|
9.65K
$269K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
307+ 157.44% |
$21.7K - $24.8K
|
502
$14K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
294+ 10.6% |
$20.8K - $23.8K
|
3.07K
$85.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
293+ 0.58% |
$20.7K - $23.7K
|
50.9K
$1.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
291+ 2.06% |
$20.6K - $23.5K
|
14.4K
$402K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
285+ 55.02% |
$20.1K - $23.1K
|
803
$22.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
281+ 2.18% |
$19.9K - $22.7K
|
13.2K
$368K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
280+ 7000.0% |
$19.8K - $22.6K
|
284
$7.92K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
280New |
$19.8K - $22.6K
|
280
$7.81K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
275+ 1.97% |
$19.4K - $22.2K
|
14.2K
$397K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263New |
$18.6K - $21.3K
|
263
$7.34K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 1.26% |
$17.7K - $20.2K
|
20.1K
$560K
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
243+ 5.41% |
$17.2K - $19.7K
|
4.73K
$132K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
243+ 2.37% |
$17.2K - $19.7K
|
10.5K
$293K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
225+ 3.05% |
$15.9K - $18.2K
|
7.6K
$212K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
222+ 1.1% |
$15.7K - $18K
|
20.5K
$571K
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
208+ 3.1% |
$14.7K - $16.8K
|
6.93K
$193K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
206New |
$14.6K - $16.7K
|
206
$5.75K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
204+ 0.37% |
$14.4K - $16.5K
|
55.8K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
203+ 1.19% |
$14.3K - $16.4K
|
17.3K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
201New |
$14.2K - $16.3K
|
201
$5.61K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
196+ 0.49% |
$13.8K - $15.9K
|
40.6K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
195+ 10.21% |
$13.8K - $15.8K
|
2.11K
$58.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
194New |
$13.7K - $15.7K
|
194
$5.41K
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
181+ 3.28% |
$12.8K - $14.6K
|
5.7K
$159K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
181+ 0.56% |
$12.8K - $14.6K
|
32.7K
$911K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.53% |
$12.4K - $14.2K
|
11.6K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
169+ 0.53% |
$11.9K - $13.7K
|
32.2K
$899K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
165+ 0.1% |
$11.7K - $13.3K
|
161K
$4.49M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
164+ 1.96% |
$11.6K - $13.3K
|
8.53K
$238K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
155+ 1.02% |
$11K - $12.5K
|
15.4K
$429K
|
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
153+ 4.36% |
$10.8K - $12.4K
|
3.66K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
143+ 3.53% |
$10.1K - $11.6K
|
4.19K
$117K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
142+ 3.14% |
$10K - $11.5K
|
4.66K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
136+ 0.25% |
$9.61K - $11K
|
54.9K
$1.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
132+ 1.13% |
$9.33K - $10.7K
|
11.8K
$329K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
131+ 0.27% |
$9.26K - $10.6K
|
48.6K
$1.35M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
129+ 3.89% |
$9.12K - $10.4K
|
3.44K
$96K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125+ 4.43% |
$8.83K - $10.1K
|
2.95K
$82.2K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104+ 1.37% |
$7.35K - $8.41K
|
7.67K
$214K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
100+ 4.02% |
$7.07K - $8.09K
|
2.59K
$72.2K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
99+ 0.48% |
$7K - $8.01K
|
20.8K
$581K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 0.48% |
$7K - $8.01K
|
20.8K
$581K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
87+ 5.28% |
$6.15K - $7.04K
|
1.73K
$48.4K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
85+ 0.54% |
$6.01K - $6.88K
|
16K
$445K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
81+ 1.04% |
$5.72K - $6.55K
|
7.84K
$219K
|