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 10, 2021
Q2 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-237- 7.21% |
$17.7K - $18.8K
|
3.05K
$251K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-244- 0.4% |
$18.2K - $19.3K
|
61.1K
$5.03M
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-245- 0.77% |
$18.3K - $19.4K
|
31.5K
$2.59M
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-258- 0.16% |
$19.3K - $20.4K
|
161K
$13.3M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-273- 6.85% |
$20.4K - $21.6K
|
3.71K
$305K
|
|
Aug 13, 2021
Q2 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-280- 0.55% |
$20.9K - $22.2K
|
50.9K
$4.18M
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-285- 4.36% |
$21.3K - $22.5K
|
6.25K
$514K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-286- 2.65% |
$21.3K - $22.6K
|
10.5K
$863K
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-291- 4.52% |
$21.7K - $23K
|
6.15K
$506K
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-294- 48.6% |
$21.9K - $23.3K
|
311
$25.6K
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-297- 1.39% |
$22.2K - $23.5K
|
21.1K
$1.74M
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-300- 4.8% |
$22.4K - $23.7K
|
5.95K
$490K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300- 5.01% |
$22.4K - $23.7K
|
5.68K
$467K
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-314- 1.11% |
$23.4K - $24.8K
|
27.9K
$2.29M
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-319- 74.01% |
$23.8K - $25.2K
|
112
$9.21K
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-321- 2.02% |
$24K - $25.4K
|
15.5K
$1.28M
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-330- 2.86% |
$24.6K - $26.1K
|
11.2K
$921K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-331Closed |
$24.7K - $26.2K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-335Closed |
$25K - $26.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-339- 6.47% |
$25.3K - $26.8K
|
4.9K
$403K
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-350- 10.38% |
$26.1K - $27.7K
|
3.02K
$248K
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-377- 3.29% |
$28.1K - $29.8K
|
11.1K
$911K
|
|
Jul 15, 2021
Q2 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-382- 0.53% |
$28.5K - $30.2K
|
71.1K
$5.85M
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-391- 1.69% |
$29.2K - $30.9K
|
22.8K
$1.87M
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-403- 3.79% |
$30.1K - $31.9K
|
10.2K
$842K
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-409- 2.0% |
$30.5K - $32.4K
|
20.1K
$1.65M
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-424- 9.97% |
$31.6K - $33.5K
|
3.83K
$315K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-431- 74.96% |
$32.2K - $34.1K
|
144
$11.8K
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-452- 9.24% |
$33.7K - $35.8K
|
4.44K
$365K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-459- 7.1% |
$34.3K - $36.3K
|
6.01K
$494K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-464- 4.79% |
$34.6K - $36.7K
|
9.22K
$758K
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-465- 4.03% |
$34.7K - $36.8K
|
11.1K
$910K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-490- 1.62% |
$36.6K - $38.8K
|
29.7K
$2.45M
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-505- 0.42% |
$37.7K - $40K
|
121K
$9.92M
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-537- 4.19% |
$40.1K - $42.5K
|
12.3K
$1.01M
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-568- 3.03% |
$42.4K - $44.9K
|
18.2K
$1.5M
|
|
Jul 06, 2021
Q2 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-574- 7.04% |
$42.8K - $45.4K
|
7.59K
$624K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-578- 0.33% |
$43.1K - $45.7K
|
174K
$14.3M
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-601- 0.54% |
$44.9K - $47.6K
|
111K
$9.14M
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
SELL
|
- |
-621- 2.25% |
$46.4K - $49.1K
|
27K
$2.22M
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-628- 0.61% |
$46.9K - $49.7K
|
103K
$8.44M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-654- 0.84% |
$48.8K - $51.7K
|
77.2K
$6.35M
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-664- 4.02% |
$49.6K - $52.5K
|
15.9K
$1.3M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-759Closed |
$56.7K - $60.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-796- 2.52% |
$59.4K - $63K
|
30.8K
$2.53M
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-818- 1.52% |
$61.1K - $64.7K
|
53K
$4.36M
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-819Closed |
$61.1K - $64.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-844- 41.35% |
$63K - $66.8K
|
1.2K
$98.4K
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-845- 15.82% |
$63.1K - $66.9K
|
4.5K
$370K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-882- 3.02% |
$65.8K - $69.8K
|
28.4K
$2.33M
|