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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.04K+ 9.08% |
$63.5K - $79.7K
|
12.5K
$364K
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
1.03K+ 33.44% |
$62.9K - $78.8K
|
4.12K
$120K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.03K+ 0.82% |
$62.6K - $78.5K
|
126K
$3.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 7.92% |
$62.6K - $78.5K
|
14K
$407K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.02KNew |
$62.1K - $77.9K
|
1.02K
$29.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.02K+ 506.97% |
$62.1K - $77.9K
|
1.22K
$35.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.01K+ 7.86% |
$61.8K - $77.5K
|
13.9K
$404K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1K+ 3.11% |
$61.1K - $76.6K
|
33.2K
$964K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
975+ 1.16% |
$59.4K - $74.5K
|
84.8K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
971+ 32.19% |
$59.1K - $74.2K
|
3.99K
$116K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
936+ 1.88% |
$57K - $71.5K
|
50.6K
$1.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
912+ 4.67% |
$55.5K - $69.7K
|
20.4K
$593K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
847+ 9.46% |
$51.6K - $64.7K
|
9.8K
$284K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
826+ 62.25% |
$50.3K - $63.1K
|
2.15K
$62.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
794+ 0.61% |
$48.4K - $60.7K
|
130K
$3.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
766+ 0.8% |
$46.7K - $58.5K
|
96.9K
$2.81M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
761+ 0.9% |
$46.4K - $58.1K
|
85.5K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
751+ 0.56% |
$45.7K - $57.4K
|
135K
$3.91M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
749+ 4.94% |
$45.6K - $57.2K
|
15.9K
$462K
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
747+ 0.52% |
$45.5K - $57.1K
|
143K
$4.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
746+ 4.31% |
$45.4K - $57K
|
18K
$524K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
740+ 0.44% |
$45.1K - $56.5K
|
167K
$4.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
737+ 0.73% |
$44.9K - $56.3K
|
102K
$2.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
690+ 4.67% |
$42K - $52.7K
|
15.5K
$449K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
683+ 5.34% |
$41.6K - $52.2K
|
13.5K
$391K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
682+ 4.25% |
$41.5K - $52.1K
|
16.7K
$485K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
675+ 6.82% |
$41.1K - $51.6K
|
10.6K
$307K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
673+ 0.38% |
$41K - $51.4K
|
178K
$5.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
666+ 3.09% |
$40.6K - $50.9K
|
22.2K
$644K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
661+ 20.74% |
$40.3K - $50.5K
|
3.85K
$112K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
640+ 0.77% |
$39K - $48.9K
|
83.3K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
627New |
$38.2K - $47.9K
|
627
$18.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
618+ 5.92% |
$37.6K - $47.2K
|
11.1K
$321K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
613+ 2.32% |
$37.3K - $46.8K
|
27K
$784K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
550New |
$33.5K - $42K
|
550
$16K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 0.84% |
$33.5K - $42K
|
66.1K
$1.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
547+ 2.67% |
$33.3K - $41.8K
|
21K
$611K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
527+ 3.11% |
$32.1K - $40.3K
|
17.5K
$508K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
522+ 1.2% |
$31.8K - $39.9K
|
43.9K
$1.27M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
500+ 7.17% |
$30.5K - $38.2K
|
7.48K
$217K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
485+ 2.95% |
$29.5K - $37.1K
|
16.9K
$491K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
470+ 2.19% |
$28.6K - $35.9K
|
22K
$638K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
434+ 1.97% |
$26.4K - $33.2K
|
22.5K
$653K
|
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
417+ 1.34% |
$25.4K - $31.9K
|
31.4K
$913K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
412+ 10.17% |
$25.1K - $31.5K
|
4.46K
$130K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
396+ 0.46% |
$24.1K - $30.3K
|
86K
$2.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
394+ 2.99% |
$24K - $30.1K
|
13.6K
$394K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
377+ 2.1% |
$23K - $28.8K
|
18.3K
$532K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
374New |
$22.8K - $28.6K
|
374
$10.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
364+ 9.85% |
$22.2K - $27.8K
|
4.06K
$118K
|