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 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.85K+ 24.77% |
$362K - $384K
|
24.4K
$710K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8KNew |
$358K - $380K
|
4.8K
$139K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.56KNew |
$341K - $361K
|
4.56K
$132K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.42K+ 15.18% |
$330K - $350K
|
33.5K
$973K
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 6.09% |
$327K - $347K
|
76.3K
$2.22M
|
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.38K+ 18.87% |
$327K - $346K
|
27.6K
$801K
|
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.37K+ 4.98% |
$326K - $346K
|
92.2K
$2.68M
|
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
BUY
|
- |
4.26KNew |
$318K - $337K
|
4.26K
$124K
|
|
|
Aug 02, 2021
Q2 2021
|
Tenret CO LLC
|
BUY
|
- |
4.25KNew |
$317K - $336K
|
4.25K
$123K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 7.04% |
$305K - $323K
|
62.1K
$1.8M
|
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
4K+ 14.81% |
$299K - $316K
|
31K
$900K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.99KNew |
$298K - $316K
|
3.99K
$116K
|
|
|
Jul 29, 2021
Q2 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
3.98KNew |
$297K - $315K
|
3.98K
$115K
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.95KNew |
$295K - $313K
|
3.95K
$115K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.94KNew |
$294K - $311K
|
3.94K
$114K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 8.51% |
$287K - $304K
|
49K
$1.42M
|
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$277K - $293K
|
3.71K
$108K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.55K+ 40.71% |
$265K - $281K
|
12.3K
$357K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.55KNew |
$265K - $281K
|
3.55K
$103K
|
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.53K+ 6.07% |
$263K - $279K
|
61.6K
$1.79M
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3.52K+ 7.36% |
$263K - $279K
|
51.3K
$1.49M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.49K+ 3.98% |
$260K - $276K
|
91.1K
$2.65M
|
|
|
Jul 12, 2021
Q2 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.37K+ 58.05% |
$252K - $267K
|
9.19K
$267K
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.33K+ 6.2% |
$248K - $263K
|
57K
$1.65M
|
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 11.62% |
$244K - $259K
|
31.4K
$913K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.24KNew |
$241K - $256K
|
3.24K
$93.9K
|
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
3.24KNew |
$241K - $256K
|
3.24K
$93.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.14K+ 28.51% |
$234K - $248K
|
14.1K
$411K
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.04KNew |
$227K - $240K
|
3.04K
$88.1K
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.03K+ 20.61% |
$226K - $239K
|
17.7K
$514K
|
|
|
Aug 26, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3KNew |
$224K - $237K
|
3K
$87.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.82KNew |
$210K - $223K
|
2.82K
$81.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.79K+ 6.07% |
$208K - $220K
|
48.7K
$1.41M
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.76K+ 3.67% |
$206K - $219K
|
78.1K
$2.27M
|
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.76K+ 4.28% |
$206K - $218K
|
67.2K
$1.95M
|
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.73K+ 6.39% |
$204K - $216K
|
45.4K
$1.32M
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.71K+ 5.17% |
$203K - $215K
|
55.2K
$1.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.68KNew |
$200K - $212K
|
2.68K
$77.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$199K - $211K
|
2.67K
$77.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.66KNew |
$199K - $211K
|
2.66K
$77.2K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.63KNew |
$196K - $208K
|
2.63K
$76.3K
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.62K+ 5.26% |
$195K - $207K
|
52.3K
$1.52M
|
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
BUY
|
- |
2.6KNew |
$194K - $205K
|
2.6K
$75.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.58KNew |
$193K - $204K
|
2.58K
$75K
|
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.58K+ 19.37% |
$193K - $204K
|
15.9K
$462K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.55KNew |
$191K - $202K
|
2.55K
$74.1K
|
|
|
Aug 05, 2021
Q2 2021
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.55K+ 10.59% |
$190K - $201K
|
26.6K
$771K
|
|
|
Jul 29, 2021
Q2 2021
|
Brightworth
|
BUY
|
- |
2.54K+ 4.84% |
$190K - $201K
|
55.1K
$1.6M
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.5K+ 4.91% |
$186K - $198K
|
53.4K
$1.55M
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.38K+ 2.85% |
$177K - $188K
|
85.8K
$2.49M
|