Purchases and Sales Made in Q2 2022 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 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
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.96K+ 22.75% |
$180K - $226K
|
15.9K
$463K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 92.4% |
$178K - $224K
|
6.1K
$177K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.91K+ 9.65% |
$177K - $222K
|
33K
$959K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.86K+ 0.26% |
$174K - $219K
|
1.12M
$32.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.81K+ 24.49% |
$171K - $215K
|
14.3K
$414K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.79K+ 1.65% |
$170K - $213K
|
172K
$4.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.79K+ 6.01% |
$170K - $213K
|
49.2K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.64K+ 0.47% |
$161K - $202K
|
571K
$16.6M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.55K+ 2.85% |
$156K - $195K
|
92.2K
$2.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.52K+ 3.16% |
$153K - $192K
|
82.1K
$2.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.5K+ 4.96% |
$152K - $191K
|
52.8K
$1.53M
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.42K+ 12.29% |
$148K - $185K
|
22.1K
$642K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.3K+ 3.94% |
$140K - $176K
|
60.6K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$140K - $175K
|
2.29K
$66.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.29K+ 7.41% |
$139K - $175K
|
33.1K
$961K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
2.28K+ 2.04% |
$139K - $174K
|
114K
$3.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.24K+ 33.29% |
$136K - $171K
|
8.95K
$260K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.22K+ 0.97% |
$135K - $170K
|
232K
$6.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.16K+ 3.93% |
$132K - $165K
|
57.1K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.14K+ 36.19% |
$130K - $163K
|
8.04K
$233K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.11K+ 1611.45% |
$129K - $161K
|
2.24K
$65.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
2.1K+ 6.84% |
$128K - $160K
|
32.8K
$951K
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 7.43% |
$127K - $160K
|
30.3K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2K+ 25.45% |
$122K - $153K
|
9.86K
$286K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.99K+ 1.63% |
$121K - $152K
|
125K
$3.61M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.94K+ 18.95% |
$118K - $148K
|
12.2K
$353K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.91K+ 24.38% |
$116K - $146K
|
9.75K
$283K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.89K+ 4.65% |
$115K - $144K
|
42.4K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.77K+ 11.17% |
$108K - $135K
|
17.6K
$510K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.76K+ 4.9% |
$107K - $135K
|
37.8K
$1.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.67K+ 3.29% |
$102K - $128K
|
52.5K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.46% |
$101K - $127K
|
115K
$3.35M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.5K+ 10.72% |
$91.5K - $115K
|
15.5K
$450K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.49K+ 0.81% |
$90.6K - $114K
|
185K
$5.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.47K+ 1.44% |
$89.4K - $112K
|
103K
$3M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
1.46K+ 0.89% |
$88.8K - $111K
|
165K
$4.78M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.39K+ 12636.36% |
$84.7K - $106K
|
1.4K
$40.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.33K+ 610.09% |
$81K - $102K
|
1.55K
$44.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.29K+ 19.7% |
$78.7K - $98.7K
|
7.85K
$228K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 3.11% |
$76.4K - $95.9K
|
41.5K
$1.21M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.19K+ 0.63% |
$72.5K - $91K
|
190K
$5.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.17K+ 8.24% |
$71.5K - $89.7K
|
15.4K
$448K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 25.22% |
$71.5K - $89.7K
|
5.83K
$169K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.17K+ 5.07% |
$71.3K - $89.4K
|
24.3K
$705K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.17K+ 10.91% |
$71.1K - $89.2K
|
11.9K
$345K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.16K+ 3.04% |
$70.9K - $88.9K
|
39.5K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 4.34% |
$70.4K - $88.2K
|
27.8K
$806K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.15K+ 145.33% |
$70.1K - $87.9K
|
1.94K
$56.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.1K+ 1.32% |
$66.9K - $83.9K
|
84.3K
$2.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.23% |
$64.8K - $81.3K
|
48.8K
$1.42M
|