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 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-111- 1.2% |
$6.76K - $8.48K
|
9.11K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-112Closed |
$6.82K - $8.56K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-114- 0.29% |
$6.94K - $8.71K
|
38.9K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-120- 1.13% |
$7.31K - $9.17K
|
10.5K
$305K
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-120- 0.36% |
$7.31K - $9.17K
|
33.3K
$967K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-123- 0.99% |
$7.49K - $9.4K
|
12.3K
$356K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.12% |
$7.55K - $9.47K
|
103K
$2.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-125- 2.2% |
$7.61K - $9.55K
|
5.57K
$162K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-128- 0.31% |
$7.8K - $9.78K
|
41.8K
$1.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 0.94% |
$7.92K - $9.93K
|
13.7K
$398K
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-132- 2.59% |
$8.04K - $10.1K
|
4.96K
$144K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-134- 6.95% |
$8.16K - $10.2K
|
1.8K
$52.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-135- 2.81% |
$8.22K - $10.3K
|
4.67K
$136K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-136- 37.88% |
$8.28K - $10.4K
|
223
$6.47K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-150- 1.42% |
$9.14K - $11.5K
|
10.4K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-158- 0.98% |
$9.62K - $12.1K
|
15.9K
$462K
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-160- 3.62% |
$9.75K - $12.2K
|
4.26K
$124K
|
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-167- 2.93% |
$10.2K - $12.8K
|
5.53K
$161K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-171- 0.26% |
$10.4K - $13.1K
|
66.5K
$1.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 89.23% |
$10.6K - $13.3K
|
21
$610
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-175- 0.7% |
$10.7K - $13.4K
|
24.9K
$724K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-176- 2.66% |
$10.7K - $13.4K
|
6.43K
$187K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-181- 77.02% |
$11K - $13.8K
|
54
$1.57K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-187- 25.51% |
$11.4K - $14.3K
|
546
$15.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-192- 1.44% |
$11.7K - $14.7K
|
13.1K
$381K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-195- 9.26% |
$11.9K - $14.9K
|
1.91K
$55.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 2.59% |
$12.1K - $15.2K
|
7.48K
$217K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.66% |
$12.2K - $15.3K
|
11.8K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 2.82% |
$12.2K - $15.3K
|
6.88K
$200K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-201Closed |
$12.2K - $15.4K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-202- 2.9% |
$12.3K - $15.4K
|
6.77K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-206- 4.29% |
$12.5K - $15.7K
|
4.6K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-214- 1.88% |
$13K - $16.3K
|
11.2K
$325K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-220- 3.81% |
$13.4K - $16.8K
|
5.56K
$161K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-224- 11.24% |
$13.6K - $17.1K
|
1.77K
$51.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-230- 1.09% |
$14K - $17.6K
|
20.9K
$606K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-232- 1.05% |
$14.1K - $17.7K
|
21.9K
$635K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-255- 12.14% |
$15.5K - $19.5K
|
1.85K
$53.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-263Closed |
$16K - $20.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-269- 1.1% |
$16.4K - $20.6K
|
24.2K
$704K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-272- 2.67% |
$16.6K - $20.8K
|
9.9K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-274- 0.48% |
$16.7K - $20.9K
|
56.4K
$1.64M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-275- 1.69% |
$16.8K - $21K
|
16K
$464K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-276- 39.94% |
$16.8K - $21.1K
|
415
$12K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-284- 2.09% |
$17.3K - $21.7K
|
13.3K
$386K
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-295- 6.08% |
$18K - $22.5K
|
4.56K
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-296- 4.22% |
$18K - $22.6K
|
6.72K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-300- 1.69% |
$18.3K - $22.9K
|
17.5K
$507K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-301- 0.7% |
$18.3K - $23K
|
42.7K
$1.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-309- 1.72% |
$18.8K - $23.6K
|
17.7K
$512K
|