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 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
35+ 0.89% |
$2.61K - $2.77K
|
3.95K
$325K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.45% |
$2.61K - $2.77K
|
7.9K
$649K
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33+ 2.54% |
$2.46K - $2.61K
|
1.33K
$110K
|
|
Aug 10, 2021
Q2 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
29+ 0.25% |
$2.16K - $2.29K
|
11.6K
$956K
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
BUY
|
- |
27+ 0.13% |
$2.02K - $2.14K
|
20.2K
$1.66M
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26+ 0.57% |
$1.94K - $2.06K
|
4.61K
$379K
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 0.16% |
$1.94K - $2.06K
|
16.4K
$1.35M
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
23+ 0.51% |
$1.72K - $1.82K
|
4.52K
$372K
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
20+ 0.76% |
$1.49K - $1.58K
|
2.66K
$218K
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 3.01% |
$1.42K - $1.5K
|
651
$53.5K
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14+ 0.44% |
$1.04K - $1.11K
|
3.22K
$265K
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
14+ 0.25% |
$1.04K - $1.11K
|
5.66K
$465K
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
13+ 0.08% |
$970 - $1.03K
|
15.7K
$1.29M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12+ 0.18% |
$896 - $949
|
6.83K
$562K
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.11% |
$821 - $870
|
10.2K
$835K
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11+ 0.25% |
$821 - $870
|
4.44K
$365K
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
BUY
|
- |
7+ 0.27% |
$522 - $554
|
2.62K
$216K
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
BUY
|
- |
7+ 0.25% |
$522 - $554
|
2.84K
$234K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.03% |
$448 - $475
|
22.6K
$1.86M
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
6+ 0.09% |
$448 - $475
|
6.7K
$551K
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
5+ 0.11% |
$373 - $396
|
4.35K
$358K
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
5+ 0.05% |
$373 - $396
|
10.2K
$839K
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
4+ 0.07% |
$299 - $316
|
5.75K
$473K
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
4+ 0.02% |
$299 - $316
|
20.9K
$1.72M
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.22% |
$224 - $237
|
1.39K
$114K
|
|
Oct 19, 2021
Q2 2021
|
Next Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$224 - $237
|
3.65K
$300K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$224 - $237
|
1.63K
$134K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 4.55% |
$224 - $237
|
69
$5.67K
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$149 - $158
|
4
$329
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.02% |
$149 - $158
|
10.4K
$858K
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.05% |
$149 - $158
|
4.08K
$335K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.04% |
$149 - $158
|
4.54K
$373K
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
2+ 0.17% |
$149 - $158
|
1.19K
$97.9K
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$74.6 - $79.1
|
6.51K
$535K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$74.6 - $79.1
|
231
$19K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.29% |
$74.6 - $79.1
|
347
$28.5K
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$74.6 - $79.1
|
68.7K
$5.65M
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$74.6 - $79.1
|
403
$33.1K
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 6.67% |
$74.6 - $79.1
|
14
$1.15K
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1- 1.15% |
$74.6 - $79.1
|
86
$7.07K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.01% |
$149 - $158
|
20.3K
$1.67M
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2- 0.01% |
$149 - $158
|
20.3K
$1.67M
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.03% |
$149 - $158
|
7.52K
$618K
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-6- 0.05% |
$448 - $475
|
12.5K
$1.03M
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.07% |
$672 - $712
|
12.9K
$1.06M
|
|
Jul 21, 2021
Q2 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-10- 0.2% |
$746 - $791
|
5.03K
$413K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-14- 0.12% |
$1.04K - $1.11K
|
11.2K
$924K
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-21- 2.22% |
$1.57K - $1.66K
|
923
$75.9K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 9.64% |
$1.79K - $1.9K
|
225
$18.5K
|