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 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
1.14K+ 0.6% |
$84.9K - $90K
|
189K
$5.49M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
997+ 3.05% |
$74.4K - $78.9K
|
33.6K
$977K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
996New |
$74.3K - $78.8K
|
996
$28.9K
|
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
955New |
$71.3K - $75.6K
|
955
$27.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
925+ 3.44% |
$69K - $73.2K
|
27.8K
$808K
|
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
BUY
|
- |
925+ 3.81% |
$69K - $73.2K
|
25.2K
$732K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
924+ 6.16% |
$69K - $73.1K
|
15.9K
$462K
|
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
918+ 11.23% |
$68.5K - $72.6K
|
9.09K
$264K
|
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
BUY
|
- |
908New |
$67.8K - $71.8K
|
908
$26.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
874+ 6.6% |
$65.2K - $69.2K
|
14.1K
$410K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
811+ 2.23% |
$60.5K - $64.2K
|
37.1K
$1.08M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
782+ 4.33% |
$58.4K - $61.9K
|
18.9K
$547K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
746+ 6.3% |
$55.7K - $59K
|
12.6K
$365K
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
691+ 22.81% |
$51.6K - $54.7K
|
3.72K
$108K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
666+ 8.08% |
$49.7K - $52.7K
|
8.91K
$259K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
661+ 4.56% |
$49.3K - $52.3K
|
15.1K
$440K
|
|
|
Jul 06, 2021
Q2 2021
|
Boltwood Capital Management
|
BUY
|
- |
655+ 11.23% |
$48.9K - $51.8K
|
6.49K
$188K
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
639+ 142.32% |
$47.7K - $50.6K
|
1.09K
$31.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
599+ 3.66% |
$44.7K - $47.4K
|
17K
$493K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
590+ 0.74% |
$44K - $46.7K
|
80.4K
$2.34M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
548+ 4.89% |
$40.9K - $43.4K
|
11.8K
$341K
|
|
|
Aug 10, 2021
Q2 2021
|
American Money Management, LLC
|
BUY
|
- |
523+ 2.23% |
$39K - $41.4K
|
24K
$697K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
511+ 10.58% |
$38.1K - $40.4K
|
5.34K
$155K
|
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
477+ 2.74% |
$35.6K - $37.7K
|
17.9K
$519K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
473+ 26.77% |
$35.3K - $37.4K
|
2.24K
$65K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
471New |
$35.2K - $37.3K
|
471
$13.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
447+ 13.13% |
$33.4K - $35.4K
|
3.85K
$112K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
411+ 7.72% |
$30.7K - $32.5K
|
5.73K
$166K
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
397+ 9.78% |
$29.6K - $31.4K
|
4.46K
$129K
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
384+ 0.48% |
$28.7K - $30.4K
|
80.8K
$2.35M
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
382+ 80.59% |
$28.5K - $30.2K
|
856
$24.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
382+ 3.73% |
$28.5K - $30.2K
|
10.6K
$309K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
370+ 141.22% |
$27.6K - $29.3K
|
632
$18.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
348+ 0.64% |
$26K - $27.5K
|
54.8K
$1.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
347New |
$25.9K - $27.5K
|
347
$10.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
341+ 598.25% |
$25.5K - $27K
|
398
$11.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
339+ 12.35% |
$25.3K - $26.8K
|
3.08K
$89.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
334+ 0.44% |
$24.9K - $26.4K
|
75.9K
$2.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
317+ 1.18% |
$23.7K - $25.1K
|
27.3K
$792K
|
|
|
Jul 30, 2021
Q2 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
304+ 2.4% |
$22.7K - $24.1K
|
12.9K
$376K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
300+ 150.75% |
$22.4K - $23.7K
|
499
$14.5K
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
298+ 1.35% |
$22.2K - $23.6K
|
22.3K
$648K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
295New |
$22K - $23.3K
|
295
$8.56K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
274+ 2.49% |
$20.5K - $21.7K
|
11.3K
$328K
|
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
272+ 1.01% |
$20.3K - $21.5K
|
27.3K
$794K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
269+ 1.5% |
$20.1K - $21.3K
|
18.2K
$529K
|
|
|
Jul 26, 2021
Q2 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
260+ 4.14% |
$19.4K - $20.6K
|
6.53K
$190K
|
|
|
Aug 06, 2021
Q2 2021
|
Leisure Capital Management
|
BUY
|
- |
240+ 0.72% |
$17.9K - $19K
|
33.5K
$971K
|
|
|
Jul 22, 2021
Q2 2021
|
Calamos Advisors LLC
|
BUY
|
- |
238+ 3.14% |
$17.8K - $18.8K
|
7.81K
$227K
|
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
237+ 2.08% |
$17.7K - $18.8K
|
11.6K
$337K
|