Purchases and Sales Made in Q2 2022 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM) during Q2 2022. 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 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.25M
+ 29.59%
$198M - $249M
14.3M $1.15B
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.34M
+ 34.01%
$142M - $178M
9.2M $743M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
404K
+ 49.2%
$24.6M - $30.8M
1.22M $98.7M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
234K
New
$14.3M - $17.9M
234K $18.9M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
214K
+ 19.79%
$13M - $16.4M
1.3M $105M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
203K
+ 94788.32%
$12.4M - $15.5M
203K $16.4M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
201K
+ 22.25%
$12.2M - $15.4M
1.1M $89.1M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
127K
+ 30.51%
$7.71M - $9.68M
542K $43.7M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
127K
+ 30.51%
$7.71M - $9.68M
542K $43.7M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
120K
+ 74.84%
$7.31M - $9.17M
280K $22.6M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
88.2K
+ 458.11%
$5.37M - $6.74M
107K $8.67M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
83K
+ 182.85%
$5.06M - $6.34M
128K $10.4M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
78.7K
+ 4.69%
$4.8M - $6.02M
1.76M $142M
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
67.1K
New
$4.09M - $5.13M
67.1K $5.41M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
58.4K
New
$3.56M - $4.46M
58.4K $4.71M
Jul 22, 2022 Q2 2022
Legacy Wealth Management, Inc

BUY
 -
55.5K
+ 4.12%
$3.38M - $4.24M
1.4M $113M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
54.4K
+ 9.31%
$3.31M - $4.16M
639K $51.5M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
48.5K
+ 14.67%
$2.95M - $3.7M
379K $30.6M
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
47K
+ 124.92%
$2.86M - $3.59M
84.6K $6.83M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
38K
New
$2.31M - $2.9M
38K $3.07M
Aug 01, 2022 Q2 2022
Argent Capital Management LLC

BUY
 -
36.5K
New
$2.23M - $2.79M
36.5K $2.95M
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
36.4K
+ 66.54%
$2.22M - $2.78M
91.1K $7.35M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
35.1K
+ 53.47%
$2.14M - $2.68M
101K $8.13M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
34.9K
+ 2.78%
$2.13M - $2.67M
1.29M $104M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
34.9K
+ 6.72%
$2.12M - $2.67M
554K $44.7M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
34.2K
+ 13.19%
$2.08M - $2.61M
294K $23.7M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
31.4K
+ 78.15%
$1.91M - $2.4M
71.6K $5.78M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
28.7K
+ 82.02%
$1.75M - $2.19M
63.6K $5.13M
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
24.5K
+ 9.89%
$1.49M - $1.87M
272K $22M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
24.4K
New
$1.49M - $1.87M
24.4K $1.97M
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
23.2K
+ 85.34%
$1.41M - $1.77M
50.4K $4.07M
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
21.9K
+ 11.13%
$1.33M - $1.67M
219K $17.6M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
21.6K
New
$1.32M - $1.65M
21.6K $1.74M
Jul 20, 2022 Q2 2022
First Pacific Financial

BUY
 -
21K
+ 294.8%
$1.28M - $1.61M
28.2K $2.27M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
20.7K
+ 30.22%
$1.26M - $1.58M
89.2K $7.2M
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

BUY
 -
19.7K
+ 58.42%
$1.2M - $1.5M
53.4K $4.31M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.2K
+ 3.31%
$1.17M - $1.47M
601K $48.5M
Aug 05, 2022 Q2 2022
Gilbert & Cook, Inc.

BUY
 -
19.1K
New
$1.16M - $1.46M
19.1K $1.54M
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
18.3K
+ 11.41%
$1.11M - $1.4M
178K $14.4M
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
17.9K
+ 11.03%
$1.09M - $1.37M
180K $14.5M
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
17.6K
+ 4.69%
$1.07M - $1.34M
393K $31.7M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
16.7K
+ 5.7%
$1.02M - $1.28M
310K $25M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
16.5K
New
$1.01M - $1.26M
16.5K $1.33M
Aug 15, 2022 Q2 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
16.1K
New
$984K - $1.23M
16.1K $1.3M
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
15.9K
+ 12.07%
$971K - $1.22M
148K $11.9M
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
15.6K
+ 97.59%
$948K - $1.19M
31.5K $2.54M
Jul 19, 2022 Q2 2022
Diversified, LLC

BUY
 -
15.1K
+ 116.83%
$920K - $1.15M
28K $2.26M
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
14.2K
+ 1037.59%
$866K - $1.09M
15.6K $1.26M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
13.9K
+ 2.03%
$849K - $1.06M
699K $56.4M

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