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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.71K- 64.0% |
$724K - $768K
|
5.46K
$159K
|
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-9.82K- 9.79% |
$733K - $777K
|
90.5K
$2.63M
|
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10K- 35.66% |
$747K - $792K
|
18.1K
$524K
|
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-10.5K- 6.97% |
$787K - $834K
|
141K
$4.08M
|
|
|
Oct 21, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.3K- 31.66% |
$845K - $896K
|
24.4K
$710K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14.2K- 2.52% |
$1.06M - $1.13M
|
552K
$16M
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15.6K- 53.39% |
$1.17M - $1.24M
|
13.6K
$396K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.2K- 2.9% |
$1.28M - $1.36M
|
576K
$16.7M
|
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-18.5K- 7.3% |
$1.38M - $1.47M
|
235K
$6.83M
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-19KClosed |
$1.42M - $1.51M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19K- 55.66% |
$1.42M - $1.51M
|
15.2K
$440K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.9K- 4.3% |
$1.48M - $1.57M
|
442K
$12.8M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 8.03% |
$1.55M - $1.64M
|
238K
$6.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 84.38% |
$1.56M - $1.66M
|
3.88K
$113K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.9K- 21.7% |
$1.86M - $1.97M
|
89.7K
$2.6M
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-26K- 72.62% |
$1.94M - $2.05M
|
9.79K
$284K
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 1.86% |
$1.96M - $2.08M
|
1.39M
$40.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Campbell Wealth Management
|
SELL
|
- |
-30.1K- 12.83% |
$2.24M - $2.38M
|
204K
$5.93M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38.1K- 15.24% |
$2.84M - $3.01M
|
212K
$6.15M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-43.4K- 57.19% |
$3.24M - $3.43M
|
32.5K
$943K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-44.5K- 98.65% |
$3.32M - $3.52M
|
607
$17.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-49.2KClosed |
$3.67M - $3.89M
|
0
$0
|
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.9K- 11.81% |
$4.25M - $4.5M
|
425K
$12.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-70.2K- 63.64% |
$5.24M - $5.55M
|
40.1K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-83.7KClosed |
$6.24M - $6.62M
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-84.5K- 58.61% |
$6.3M - $6.68M
|
59.6K
$1.73M
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-87.6K- 14.55% |
$6.54M - $6.93M
|
514K
$14.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-121K- 48.09% |
$9.04M - $9.58M
|
131K
$3.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-150K- 36.82% |
$11.2M - $11.9M
|
258K
$7.48M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-215K- 3.85% |
$16M - $17M
|
5.37M
$156M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1M- 88.49% |
$74.6M - $79.1M
|
130K
$3.78M
|