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 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-944- 4.14% |
$70.5K - $74.7K
|
21.8K
$634K
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-977- 5.47% |
$72.9K - $77.3K
|
16.9K
$490K
|
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.02K- 12.17% |
$76.2K - $80.8K
|
7.37K
$214K
|
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.03K- 6.86% |
$77.1K - $81.7K
|
14K
$407K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 12.49% |
$81.4K - $86.2K
|
7.63K
$222K
|
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 3.89% |
$82.6K - $87.6K
|
27.4K
$794K
|
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.12K- 1.47% |
$83.3K - $88.3K
|
75.1K
$2.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 2.65% |
$86.1K - $91.3K
|
42.5K
$1.23M
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 1.83% |
$88.1K - $93.4K
|
63.3K
$1.84M
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.51% |
$88.5K - $93.8K
|
46K
$1.33M
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.23K- 1.86% |
$91.8K - $97.3K
|
65.1K
$1.89M
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.23K- 5.17% |
$91.8K - $97.3K
|
22.5K
$655K
|
|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.23K- 5.05% |
$92K - $97.5K
|
23.2K
$672K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.27K- 11.92% |
$94.9K - $101K
|
9.4K
$273K
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.29K- 0.79% |
$96.1K - $102K
|
161K
$4.67M
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.29K- 4.54% |
$96.4K - $102K
|
27.1K
$788K
|
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.37K- 7.82% |
$102K - $108K
|
16.1K
$467K
|
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.38K- 1.09% |
$103K - $109K
|
125K
$3.63M
|
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.39K- 0.83% |
$104K - $110K
|
166K
$4.8M
|
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 2.72% |
$109K - $115K
|
52.1K
$1.51M
|
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.46K- 4.59% |
$109K - $116K
|
30.4K
$882K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.51K- 4.87% |
$113K - $119K
|
29.5K
$856K
|
|
|
Jul 26, 2021
Q2 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.51K- 8.42% |
$113K - $120K
|
16.4K
$478K
|
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.54K- 1.16% |
$115K - $121K
|
131K
$3.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 31.13% |
$119K - $126K
|
3.53K
$103K
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 3.92% |
$119K - $126K
|
39.1K
$1.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 25.26% |
$120K - $127K
|
4.74K
$138K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.71K- 2.78% |
$128K - $135K
|
59.7K
$1.73M
|
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.8K- 5.08% |
$135K - $143K
|
33.7K
$978K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.85K- 0.37% |
$138K - $146K
|
493K
$14.3M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$139K - $147K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.94K- 3.25% |
$145K - $153K
|
57.8K
$1.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.94K- 5.35% |
$145K - $154K
|
34.4K
$998K
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 8.44% |
$151K - $160K
|
21.9K
$637K
|
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 0.24% |
$156K - $166K
|
858K
$24.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.11K- 44.62% |
$157K - $167K
|
2.62K
$76K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 8.47% |
$159K - $169K
|
23.1K
$669K
|
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.19K- 1.3% |
$163K - $173K
|
167K
$4.83M
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.21KClosed |
$165K - $175K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.26K- 41.3% |
$169K - $179K
|
3.22K
$93.3K
|
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
SELL
|
- |
-2.3K- 10.0% |
$172K - $182K
|
20.7K
$602K
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.37K- 1.83% |
$177K - $188K
|
127K
$3.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.38K- 3.15% |
$177K - $188K
|
72.9K
$2.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.38K- 11.8% |
$178K - $188K
|
17.8K
$516K
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.38K- 0.46% |
$178K - $189K
|
519K
$15.1M
|
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 3.88% |
$179K - $190K
|
59.3K
$1.72M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.43K- 0.95% |
$181K - $192K
|
254K
$7.38M
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.49K- 4.99% |
$186K - $197K
|
47.4K
$1.38M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.57K- 5.77% |
$192K - $203K
|
41.9K
$1.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.71K- 6.07% |
$202K - $214K
|
41.8K
$1.21M
|