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
Citigroup Inc

BUY
 -
356
+ 215.76%
$21.7K - $27.2K
521 $15.1K
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
354
+ 3.25%
$21.6K - $27K
11.3K $327K
Aug 16, 2022 Q2 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
308
+ 7.5%
$18.8K - $23.5K
4.42K $128K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
308
+ 21.89%
$18.8K - $23.5K
1.72K $49.8K
Jul 19, 2022 Q2 2022
Powers Advisory Group, LLC

BUY
 -
300
+ 0.77%
$18.3K - $22.9K
39.3K $1.14M
Jul 22, 2022 Q2 2022
Hendershot Investments Inc.

BUY
 -
297
+ 5.51%
$18.1K - $22.7K
5.69K $165K
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

BUY
 -
296
+ 3.15%
$18K - $22.6K
9.69K $281K
Aug 03, 2022 Q2 2022
Ltg Capital LLC

BUY
 -
259
+ 1.49%
$15.8K - $19.8K
17.7K $513K
Jul 22, 2022 Q2 2022
Horizon Financial Services, LLC

BUY
 -
249
+ 0.2%
$15.2K - $19K
123K $3.58M
Jul 21, 2022 Q2 2022
Orca Investment Management, LLC

BUY
 -
248
+ 1.72%
$15.1K - $18.9K
14.7K $425K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
248
+ 14.58%
$15.1K - $18.9K
1.95K $56.6K
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
244
+ 1.91%
$14.9K - $18.6K
13K $378K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
226
+ 0.27%
$13.8K - $17.3K
83.2K $2.41M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
219
New
$13.3K - $16.7K
219 $6.36K
Aug 01, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
219
New
$13.3K - $16.7K
219 $6.36K
Jul 20, 2022 Q2 2022
Founders Capital Management

BUY
 -
206
+ 3433.33%
$12.5K - $15.7K
212 $6.15K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
204
+ 0.34%
$12.4K - $15.6K
60.8K $1.76M
Aug 01, 2022 Q2 2022
Calamos Advisors LLC

BUY
 -
204
+ 2.43%
$12.4K - $15.6K
8.59K $249K
Jul 13, 2022 Q2 2022
Contravisory Investment Management, Inc.

BUY
 -
198
+ 11.42%
$12.1K - $15.1K
1.93K $56.1K
Jul 22, 2022 Q2 2022
Grimes & Company, Inc.

BUY
 -
193
+ 1.78%
$11.8K - $14.7K
11K $320K
Aug 11, 2022 Q2 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
187
+ 3.95%
$11.4K - $14.3K
4.92K $143K
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
185
+ 4.71%
$11.3K - $14.1K
4.11K $119K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
184
+ 0.92%
$11.2K - $14.1K
20.1K $584K
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
184
+ 4.58%
$11.2K - $14.1K
4.2K $122K
Aug 11, 2022 Q2 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
181
+ 3.49%
$11K - $13.8K
5.37K $156K
Jul 15, 2022 Q2 2022
Sigma Investment Counselors Inc

BUY
 -
176
+ 1.49%
$10.7K - $13.4K
12K $348K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
168
New
$10.2K - $12.8K
168 $4.88K
Aug 04, 2022 Q2 2022
Jackson Creek Investment Advisors LLC

BUY
 -
166
+ 0.53%
$10.1K - $12.7K
31.5K $914K
Jul 15, 2022 Q2 2022
York Bridge Wealth Partners, LLC

BUY
 -
131
+ 0.43%
$7.98K - $10K
30.4K $882K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
131
+ 0.23%
$7.98K - $10K
57K $1.65M
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
127
+ 0.43%
$7.74K - $9.7K
29.6K $858K
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
115
+ 0.23%
$7K - $8.79K
50.3K $1.46M
Aug 01, 2022 Q2 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
106
+ 2.01%
$6.46K - $8.1K
5.38K $156K
Jul 22, 2022 Q2 2022
Ironwood Wealth Management, Llc.

BUY
 -
104
+ 0.69%
$6.33K - $7.95K
15.2K $441K
Aug 15, 2022 Q2 2022
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
100
+ 2.24%
$6.09K - $7.64K
4.56K $132K
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
97
+ 1.82%
$5.91K - $7.41K
5.44K $158K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
91
+ 0.1%
$5.54K - $6.95K
90.8K $2.64M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
89
+ 1.56%
$5.42K - $6.8K
5.79K $168K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
85
New
$5.18K - $6.49K
85 $2.47K
Jul 25, 2022 Q2 2022
Onyx Bridge Wealth Group LLC

BUY
 -
84
+ 0.98%
$5.12K - $6.42K
8.64K $251K
Aug 09, 2022 Q2 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
83
+ 0.11%
$5.06K - $6.34K
73.8K $2.14M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
80
+ 0.69%
$4.87K - $6.11K
11.7K $340K
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
78
+ 1.67%
$4.75K - $5.96K
4.76K $138K
Jul 11, 2022 Q2 2022
Chandler Asset Management, Inc.

BUY
 -
77
+ 0.45%
$4.69K - $5.88K
17.2K $500K
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
70
+ 0.31%
$4.26K - $5.35K
22.7K $660K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
70
+ 0.31%
$4.26K - $5.35K
22.7K $660K
Jul 27, 2022 Q2 2022
Leisure Capital Management

BUY
 -
67
+ 0.21%
$4.08K - $5.12K
32.4K $940K
Aug 12, 2022 Q2 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
67
+ 10.67%
$4.08K - $5.12K
695 $20.2K
Jul 07, 2022 Q2 2022
Raub Brock Capital Management LP

BUY
 -
64
+ 1.75%
$3.9K - $4.89K
3.73K $108K

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