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 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-4.08K
- 2.89%
$249K - $312K
137K $3.98M
Aug 11, 2022 Q2 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-4.08K
- 2.89%
$249K - $312K
137K $3.98M
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-4.1K
- 13.26%
$250K - $313K
26.9K $779K
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-4.26K
- 22.04%
$260K - $326K
15.1K $437K
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-4.28K
- 4.93%
$261K - $327K
82.4K $2.39M
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-4.64K
Closed
$283K - $355K
0 $0
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-4.66K
- 3.06%
$284K - $356K
148K $4.29M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.7K
- 9.61%
$286K - $359K
44.2K $1.28M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-4.75K
- 11.37%
$289K - $363K
37K $1.07M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-4.86K
- 20.81%
$296K - $371K
18.5K $537K
Jul 22, 2022 Q2 2022
Trinity Financial Advisors LLC

SELL
 -
-4.97K
Closed
$303K - $379K
0 $0
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-5.05K
- 96.12%
$308K - $386K
204 $5.92K
Jul 21, 2022 Q2 2022
Leo H. Evart, Inc.

SELL
 -
-5.12K
- 13.81%
$312K - $391K
31.9K $927K
Aug 05, 2022 Q2 2022
Benedetti & Gucer, Inc.

SELL
 -
-5.15K
Closed
$314K - $394K
0 $0
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

SELL
 -
-5.21K
- 2.96%
$317K - $398K
171K $4.96M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

SELL
 -
-5.25K
Closed
$320K - $401K
0 $0
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-5.26K
- 4.66%
$321K - $402K
108K $3.12M
Jul 28, 2022 Q2 2022
Asset Advisors Investment Management, LLC

SELL
 -
-5.3K
- 2.86%
$323K - $405K
180K $5.22M
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-5.33K
Closed
$325K - $407K
0 $0
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

SELL
 -
-5.35K
- 10.51%
$326K - $408K
45.5K $1.32M
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

SELL
 -
-5.39K
- 4.46%
$328K - $412K
115K $3.35M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-5.57K
- 3.35%
$339K - $425K
160K $4.66M
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-5.7K
Closed
$347K - $436K
0 $0
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

SELL
 -
-5.85K
- 3.1%
$357K - $447K
183K $5.3M
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

SELL
 -
-5.94K
- 30.2%
$362K - $454K
13.7K $399K
Jul 12, 2022 Q2 2022
Flower City Capital

SELL
 -
-6.38K
- 16.67%
$388K - $487K
31.9K $925K
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

SELL
 -
-6.62K
Closed
$403K - $506K
0 $0
Aug 10, 2022 Q2 2022
Fortis Capital Management LLC

SELL
 -
-6.77K
- 12.52%
$412K - $517K
47.3K $1.37M
Aug 02, 2022 Q2 2022
Northwest Capital Management Inc

SELL
 -
-6.82K
- 7.9%
$416K - $521K
79.5K $2.31M
Aug 09, 2022 Q2 2022
Forte Capital LLC

SELL
 -
-8.04K
- 16.16%
$490K - $614K
41.7K $1.21M
Jul 08, 2022 Q2 2022
Kohmann Bosshard Financial Services, LLC

SELL
 -
-8.56K
- 5.78%
$522K - $654K
140K $4.05M
Aug 15, 2022 Q2 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-8.82K
- 7.73%
$537K - $673K
105K $3.05M
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

SELL
 -
-8.84K
- 7.17%
$538K - $675K
114K $3.32M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-8.89K
- 1.49%
$542K - $680K
589K $17.1M
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-10.7K
Closed
$649K - $814K
0 $0
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-11.3K
Closed
$687K - $862K
0 $0
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-11.5K
- 7.48%
$700K - $878K
142K $4.13M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-11.8K
Closed
$716K - $899K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-11.8K
Closed
$717K - $899K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-12K
Closed
$729K - $914K
0 $0
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-12K
- 72.32%
$730K - $916K
4.59K $133K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-12.1K
- 12.12%
$735K - $922K
87.5K $2.54M
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-13.8K
- 19.47%
$842K - $1.06M
57.2K $1.66M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-14.9K
- 62.28%
$908K - $1.14M
9.03K $262K
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-15.3K
- 98.77%
$929K - $1.17M
190 $5.52K
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-15.9K
- 3.33%
$967K - $1.21M
461K $13.4M
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-16K
- 14.02%
$974K - $1.22M
98.1K $2.85M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-16K
- 5.54%
$975K - $1.22M
273K $7.92M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-16.1K
- 90.34%
$982K - $1.23M
1.72K $50K

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