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
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 2.16% |
$176K - $187K
|
112K
$9.2M
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.29K+ 3.32% |
$171K - $182K
|
71.5K
$5.88M
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.29K+ 44.26% |
$171K - $181K
|
7.47K
$615K
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
2.29K+ 1.7% |
$171K - $181K
|
137K
$11.3M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.26K+ 6.2% |
$169K - $179K
|
38.8K
$3.19M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.22K+ 1.11% |
$166K - $176K
|
202K
$16.6M
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.07K+ 0.58% |
$154K - $164K
|
360K
$29.6M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 6.65% |
$153K - $162K
|
32.8K
$2.7M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
2.04K+ 7.03% |
$152K - $161K
|
31.1K
$2.55M
|
|
Jul 22, 2021
Q2 2021
|
Lincoln Capital Corp
|
BUY
|
- |
2.01K+ 1.92% |
$150K - $159K
|
107K
$8.81M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2K+ 10.41% |
$149K - $158K
|
21.2K
$1.74M
|
|
Aug 10, 2021
Q2 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.98K+ 13.81% |
$148K - $157K
|
16.3K
$1.34M
|
|
Jul 29, 2021
Q2 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.97K+ 27.36% |
$147K - $156K
|
9.16K
$753K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 19.38% |
$145K - $154K
|
12K
$987K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 0.95% |
$141K - $150K
|
202K
$16.6M
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.89K+ 13.41% |
$141K - $150K
|
16K
$1.32M
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.88K+ 2.25% |
$140K - $149K
|
85.3K
$7.01M
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.84K+ 1.0% |
$137K - $145K
|
186K
$15.3M
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.83K+ 1.05% |
$137K - $145K
|
177K
$14.5M
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 1.73% |
$135K - $143K
|
106K
$8.73M
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.8K+ 5.91% |
$134K - $142K
|
32.2K
$2.65M
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.8K+ 37.34% |
$134K - $142K
|
6.61K
$543K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8K+ 40.24% |
$134K - $142K
|
6.26K
$515K
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.78K+ 4.34% |
$133K - $141K
|
42.8K
$3.52M
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$132K - $140K
|
1.77K
$145K
|
|
Jul 30, 2021
Q2 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.76K+ 10.63% |
$131K - $139K
|
18.3K
$1.5M
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.71K+ 30.89% |
$128K - $136K
|
7.26K
$597K
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.69K+ 1.51% |
$126K - $134K
|
114K
$9.35M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.69K+ 20.11% |
$126K - $133K
|
10.1K
$827K
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 4.85% |
$122K - $130K
|
35.4K
$2.91M
|
|
Jul 22, 2021
Q2 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.61K+ 3.42% |
$120K - $127K
|
48.6K
$4M
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.6K+ 6.03% |
$119K - $127K
|
28.2K
$2.32M
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 24.07% |
$117K - $124K
|
8.06K
$663K
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.53K+ 66.38% |
$114K - $121K
|
3.83K
$315K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 1.95% |
$109K - $115K
|
75.9K
$6.24M
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.45K+ 14.5% |
$108K - $115K
|
11.5K
$942K
|
|
Jul 12, 2021
Q2 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 2.39% |
$108K - $115K
|
62K
$5.1M
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.37K+ 2.74% |
$102K - $109K
|
51.5K
$4.24M
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.36K+ 3.19% |
$102K - $108K
|
44.2K
$3.63M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 5.98% |
$102K - $108K
|
24.2K
$1.99M
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 1.28% |
$102K - $108K
|
108K
$8.89M
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 3.99% |
$101K - $108K
|
35.4K
$2.91M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
1.35K+ 16.53% |
$101K - $107K
|
9.53K
$784K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 408.81% |
$97K - $103K
|
1.62K
$133K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 9.22% |
$94.9K - $101K
|
15.1K
$1.24M
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 2.58% |
$88.5K - $93.8K
|
47.2K
$3.88M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.18K+ 30.63% |
$88.1K - $93.4K
|
5.04K
$414K
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.17K+ 8.08% |
$87.2K - $92.4K
|
15.6K
$1.29M
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.17K+ 1.38% |
$87.1K - $92.3K
|
85.5K
$7.03M
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.16K+ 2.75% |
$86.4K - $91.5K
|
43.3K
$3.56M
|