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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
80+ 0.49% |
$5.65K - $6.47K
|
16.3K
$453K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$5.65K - $6.47K
|
80
$2.23K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
79New |
$5.58K - $6.39K
|
79
$2.2K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
77New |
$5.44K - $6.23K
|
77
$2.14K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75+ 1.13% |
$5.3K - $6.07K
|
6.72K
$187K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
74+ 1.56% |
$5.23K - $5.99K
|
4.8K
$134K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
73+ 0.58% |
$5.16K - $5.9K
|
12.7K
$353K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
70+ 5.38% |
$4.95K - $5.66K
|
1.37K
$38.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
67+ 2.41% |
$4.73K - $5.42K
|
2.85K
$79.3K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
67+ 2.25% |
$4.73K - $5.42K
|
3.04K
$84.6K
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
66+ 1.29% |
$4.66K - $5.34K
|
5.19K
$144K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
65+ 5.18% |
$4.59K - $5.26K
|
1.32K
$36.8K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
60+ 1.97% |
$4.24K - $4.85K
|
3.1K
$86.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
59+ 0.35% |
$4.17K - $4.77K
|
17.1K
$477K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
58+ 54.21% |
$4.1K - $4.69K
|
165
$4.59K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
58New |
$4.1K - $4.69K
|
58
$1.61K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 3.47% |
$4.03K - $4.61K
|
1.7K
$47.3K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 2.0% |
$4.03K - $4.61K
|
2.91K
$80.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
BUY
|
- |
55+ 0.93% |
$3.89K - $4.45K
|
5.95K
$166K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53+ 0.11% |
$3.74K - $4.29K
|
48.7K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
51+ 0.88% |
$3.6K - $4.13K
|
5.83K
$162K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
46+ 3.38% |
$3.25K - $3.72K
|
1.41K
$39.2K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42+ 7.17% |
$2.97K - $3.4K
|
628
$17.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
42+ 0.09% |
$2.97K - $3.4K
|
47.8K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
39+ 0.48% |
$2.76K - $3.15K
|
8.18K
$228K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
38+ 0.05% |
$2.69K - $3.07K
|
73.7K
$2.05M
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37+ 0.19% |
$2.61K - $2.99K
|
19.7K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 6.78% |
$2.33K - $2.67K
|
520
$14.5K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33+ 0.27% |
$2.33K - $2.67K
|
12.1K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32+ 0.42% |
$2.26K - $2.59K
|
7.63K
$212K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 0.14% |
$1.84K - $2.1K
|
19.1K
$531K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 2.48% |
$1.77K - $2.02K
|
1.03K
$28.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
25+ 0.11% |
$1.77K - $2.02K
|
21.9K
$609K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.44% |
$1.77K - $2.02K
|
5.66K
$157K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 1.85% |
$1.7K - $1.94K
|
1.32K
$36.7K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
23New |
$1.63K - $1.86K
|
23
$640
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
16+ 0.07% |
$1.13K - $1.29K
|
22.2K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 6.27% |
$1.13K - $1.29K
|
271
$7.54K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14+ 0.22% |
$989 - $1.13K
|
6.38K
$178K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
13+ 0.21% |
$919 - $1.05K
|
6.13K
$171K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
13+ 0.33% |
$919 - $1.05K
|
3.98K
$111K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.29% |
$919 - $1.05K
|
4.57K
$127K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
12+ 0.32% |
$848 - $971
|
3.72K
$104K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.75% |
$848 - $971
|
699
$19.5K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11+ 0.25% |
$777 - $890
|
4.45K
$124K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
10+ 0.35% |
$707 - $809
|
2.87K
$80K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.36% |
$707 - $809
|
2.81K
$78.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
9+ 0.07% |
$636 - $728
|
12.8K
$356K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.34% |
$636 - $728
|
2.65K
$73.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9+ 0.13% |
$636 - $728
|
6.68K
$186K
|