Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.26MNew |
$169M - $179M
|
2.26M
$65.9M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.08M+ 831.91% |
$80.8M - $85.6M
|
1.21M
$35.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.04M+ 14.44% |
$78M - $82.6M
|
8.28M
$242M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
485K+ 57.32% |
$36.2M - $38.3M
|
1.33M
$38.8M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255KNew |
$19M - $20.2M
|
255K
$7.45M
|
|
|
Jul 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
224KNew |
$16.7M - $17.7M
|
224K
$6.55M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
138K+ 447.45% |
$10.3M - $10.9M
|
169K
$4.94M
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
118K+ 60.03% |
$8.84M - $9.37M
|
316K
$9.21M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 10.24% |
$8.15M - $8.64M
|
1.18M
$34.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
102K+ 11.85% |
$7.62M - $8.08M
|
963K
$28.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
85.7K+ 5.25% |
$6.4M - $6.78M
|
1.72M
$50.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
85.2K+ 10.91% |
$6.36M - $6.74M
|
866K
$25.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
80.8KNew |
$6.03M - $6.39M
|
80.8K
$2.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
79.8K+ 642.88% |
$5.96M - $6.31M
|
92.2K
$2.69M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
73.4K+ 303.18% |
$5.47M - $5.8M
|
97.5K
$2.85M
|
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
71.8K+ 24.4% |
$5.36M - $5.68M
|
366K
$10.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
70.9K+ 12.25% |
$5.29M - $5.61M
|
650K
$19M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
56.7K+ 36.03% |
$4.23M - $4.48M
|
214K
$6.25M
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
52.7K+ 4.32% |
$3.93M - $4.17M
|
1.27M
$37.1M
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
50.9K+ 38.76% |
$3.8M - $4.03M
|
182K
$5.32M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.9K+ 2.21% |
$3.8M - $4.03M
|
2.36M
$68.8M
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48.6KNew |
$3.63M - $3.85M
|
48.6K
$1.42M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48.3KNew |
$3.61M - $3.82M
|
48.3K
$1.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.3KNew |
$3.38M - $3.58M
|
45.3K
$1.32M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
43KNew |
$3.21M - $3.4M
|
43K
$1.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39K+ 15.68% |
$2.91M - $3.08M
|
287K
$8.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
38.3K+ 176.98% |
$2.86M - $3.03M
|
59.9K
$1.75M
|
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.2K+ 5.66% |
$2.85M - $3.02M
|
713K
$20.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 6.74% |
$2.43M - $2.57M
|
515K
$15M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31.1KNew |
$2.32M - $2.46M
|
31.1K
$908K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27.1K+ 5.07% |
$2.02M - $2.15M
|
562K
$16.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.5K+ 11.14% |
$1.9M - $2.01M
|
254K
$7.41M
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.4K+ 8.62% |
$1.82M - $1.93M
|
307K
$8.96M
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24.1K+ 7.53% |
$1.8M - $1.91M
|
344K
$10M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9K+ 75.92% |
$1.78M - $1.89M
|
55.3K
$1.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.1K+ 1.46% |
$1.65M - $1.75M
|
1.54M
$44.9M
|
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
21K+ 11.02% |
$1.56M - $1.66M
|
211K
$6.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
20.8K+ 12.49% |
$1.55M - $1.64M
|
187K
$5.46M
|
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
19.6K+ 1.68% |
$1.46M - $1.55M
|
1.18M
$34.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3K+ 8.44% |
$1.37M - $1.45M
|
235K
$6.87M
|
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
17K+ 14.69% |
$1.27M - $1.35M
|
133K
$3.88M
|
|
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
16KNew |
$1.2M - $1.27M
|
16K
$468K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.1K+ 212.68% |
$1.13M - $1.19M
|
22.2K
$648K
|
|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14.5K+ 3.45% |
$1.08M - $1.15M
|
434K
$12.7M
|
|
|
Aug 06, 2021
Q2 2021
|
St. Louis Trust CO
|
BUY
|
- |
14.4K+ 86.3% |
$1.07M - $1.14M
|
31K
$906K
|
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.3K+ 31.96% |
$1.07M - $1.13M
|
59.1K
$1.73M
|
|
|
Aug 11, 2021
Q2 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
13.5KNew |
$1.01M - $1.07M
|
13.5K
$393K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 1.15% |
$1M - $1.06M
|
1.18M
$34.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.3K+ 53.88% |
$996K - $1.06M
|
38.1K
$1.11M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.2K+ 320.64% |
$983K - $1.04M
|
17.3K
$505K
|