Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-14.1K- 6.29% |
$1.05M - $1.14M
|
210K
$5.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-14.5K- 12.26% |
$1.08M - $1.17M
|
104K
$2.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-15.4KClosed |
$1.15M - $1.25M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15.5KClosed |
$1.16M - $1.26M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-15.7K- 7.88% |
$1.17M - $1.27M
|
183K
$5.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.9K- 6.18% |
$1.19M - $1.29M
|
242K
$6.67M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.1K- 70.86% |
$1.5M - $1.63M
|
8.27K
$228K
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-20.2KClosed |
$1.51M - $1.64M
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20.6K- 18.97% |
$1.54M - $1.67M
|
87.9K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.5K- 38.79% |
$1.6M - $1.74M
|
33.9K
$935K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.7K- 10.8% |
$1.92M - $2.08M
|
212K
$5.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.8K- 15.22% |
$1.92M - $2.08M
|
143K
$3.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.1K- 68.61% |
$2.1M - $2.28M
|
12.9K
$355K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.8KClosed |
$2.45M - $2.65M
|
0
$0
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-34.2K- 14.04% |
$2.55M - $2.77M
|
209K
$5.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-44.3K- 74.88% |
$3.3M - $3.58M
|
14.8K
$410K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48.6KClosed |
$3.63M - $3.94M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-50.1K- 36.44% |
$3.74M - $4.05M
|
87.4K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53K- 3.82% |
$3.96M - $4.29M
|
1.33M
$36.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-65.2K- 12.67% |
$4.86M - $5.27M
|
449K
$12.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68.7KClosed |
$5.13M - $5.56M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75.8K- 82.18% |
$5.66M - $6.14M
|
16.4K
$454K
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-80.8KClosed |
$6.03M - $6.54M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-80.8KClosed |
$6.03M - $6.54M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-147KClosed |
$11M - $11.9M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-204KClosed |
$15.2M - $16.5M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-238K- 75.39% |
$17.8M - $19.3M
|
77.6K
$2.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-240K- 19.77% |
$17.9M - $19.4M
|
973K
$26.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-297K- 25.3% |
$22.2M - $24.1M
|
878K
$24.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-384K- 28.87% |
$28.7M - $31.1M
|
946K
$26.1M
|
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-672K- 92.95% |
$50.2M - $54.4M
|
51K
$1.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.2M- 52.97% |
$89.3M - $96.8M
|
1.06M
$29.3M
|