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 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1K+ 6.26% |
$74.9K - $81.2K
|
17K
$471K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
995+ 5.46% |
$74.3K - $80.5K
|
19.2K
$532K
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
985+ 3.17% |
$73.5K - $79.7K
|
32K
$887K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
984+ 14.4% |
$73.5K - $79.7K
|
7.82K
$216K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
960+ 3.41% |
$71.7K - $77.7K
|
29.1K
$806K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
956+ 9.0% |
$71.4K - $77.4K
|
11.6K
$321K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
917+ 11.09% |
$68.5K - $74.2K
|
9.19K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
902+ 22.13% |
$67.3K - $73K
|
4.98K
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
891+ 2.66% |
$66.5K - $72.1K
|
34.4K
$953K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
885+ 1.72% |
$66.1K - $71.6K
|
52.4K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
860+ 1.13% |
$64.2K - $69.6K
|
76.7K
$2.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
846+ 1.19% |
$63.2K - $68.5K
|
72K
$1.99M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
823+ 18.3% |
$61.4K - $66.6K
|
5.32K
$147K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
809+ 0.25% |
$60.4K - $65.5K
|
323K
$8.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
806+ 13.41% |
$60.2K - $65.2K
|
6.82K
$189K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
802+ 3.32% |
$59.9K - $64.9K
|
25K
$691K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
782+ 0.44% |
$58.4K - $63.3K
|
178K
$4.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
752+ 6.47% |
$56.1K - $60.9K
|
12.4K
$343K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
749+ 7.86% |
$55.9K - $60.6K
|
10.3K
$285K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
720+ 1.21% |
$53.7K - $58.3K
|
60K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
704New |
$52.6K - $57K
|
704
$19.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
694+ 5.51% |
$51.8K - $56.2K
|
13.3K
$368K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
660+ 3.13% |
$49.3K - $53.4K
|
21.7K
$601K
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
640+ 0.49% |
$47.8K - $51.8K
|
131K
$3.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
633+ 6.89% |
$47.3K - $51.2K
|
9.82K
$272K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
623+ 5.3% |
$46.5K - $50.4K
|
12.4K
$343K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
586+ 1.24% |
$43.7K - $47.4K
|
48K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
584+ 2.39% |
$43.6K - $47.3K
|
25K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
584+ 18.94% |
$43.6K - $47.3K
|
3.67K
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
545+ 1.19% |
$40.7K - $44.1K
|
46.5K
$1.29M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
542New |
$40.5K - $43.9K
|
542
$15K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
541+ 7.45% |
$40.4K - $43.8K
|
7.8K
$216K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
522+ 4.98% |
$39K - $42.3K
|
11K
$305K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
517+ 3.04% |
$38.6K - $41.9K
|
17.5K
$484K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.99% |
$38.4K - $41.6K
|
52.7K
$1.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
512+ 22.86% |
$38.2K - $41.4K
|
2.75K
$76.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
476+ 1.57% |
$35.5K - $38.5K
|
30.9K
$854K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
445+ 18.85% |
$33.2K - $36K
|
2.81K
$77.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
390+ 0.21% |
$29.1K - $31.6K
|
186K
$5.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
372+ 13.9% |
$27.8K - $30.1K
|
3.05K
$84.4K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
367+ 26.73% |
$27.4K - $29.7K
|
1.74K
$48.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
365New |
$27.2K - $29.5K
|
365
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
359+ 103.46% |
$26.8K - $29.1K
|
706
$19.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
347+ 0.76% |
$25.9K - $28.1K
|
45.7K
$1.27M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
347+ 11.07% |
$25.9K - $28.1K
|
3.48K
$96.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
336New |
$25.1K - $27.2K
|
336
$9.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
332+ 1.19% |
$24.8K - $26.9K
|
28.2K
$781K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
328+ 5.03% |
$24.5K - $26.6K
|
6.85K
$189K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
322+ 1.4% |
$24K - $26.1K
|
23.4K
$647K
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
313+ 2.0% |
$23.4K - $25.3K
|
15.9K
$441K
|