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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
49+ 1.68% |
$3.66K - $3.97K
|
2.97K
$85.5K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
39+ 0.48% |
$2.91K - $3.16K
|
8.1K
$233K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
37+ 6.31% |
$2.76K - $3K
|
623
$18K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
31+ 0.35% |
$2.31K - $2.51K
|
8.94K
$258K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
29+ 0.4% |
$2.16K - $2.35K
|
7.32K
$211K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
29+ 1.94% |
$2.16K - $2.35K
|
1.53K
$44K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
28+ 0.14% |
$2.09K - $2.27K
|
19.7K
$568K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
24+ 0.61% |
$1.79K - $1.94K
|
3.95K
$114K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 0.28% |
$1.79K - $1.94K
|
8.63K
$249K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22+ 0.2% |
$1.64K - $1.78K
|
11.3K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
20+ 0.35% |
$1.49K - $1.62K
|
5.68K
$164K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.19% |
$1.42K - $1.54K
|
10.2K
$293K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.23% |
$1.27K - $1.38K
|
7.39K
$213K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
16+ 0.22% |
$1.19K - $1.3K
|
7.23K
$208K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 2.46% |
$1.19K - $1.3K
|
667
$19.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Tenret CO LLC
|
BUY
|
- |
15+ 0.35% |
$1.12K - $1.21K
|
4.26K
$123K
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14+ 0.32% |
$1.05K - $1.13K
|
4.46K
$128K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11+ 0.34% |
$821 - $890
|
3.23K
$93.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
10+ 0.35% |
$747 - $810
|
2.85K
$82.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.34% |
$672 - $729
|
2.63K
$75.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.02% |
$672 - $729
|
48.3K
$1.39M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.07% |
$597 - $648
|
11.3K
$326K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.09% |
$523 - $567
|
7.48K
$216K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
7+ 0.1% |
$523 - $567
|
6.71K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$448 - $486
|
6
$173
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
6+ 0.03% |
$448 - $486
|
20.9K
$602K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
5+ 0.09% |
$373 - $405
|
5.75K
$166K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.36% |
$373 - $405
|
1.39K
$40.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.19% |
$373 - $405
|
2.62K
$75.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$373 - $405
|
1.64K
$47.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
4+ 0.11% |
$299 - $324
|
3.65K
$105K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$299 - $324
|
6.12K
$176K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.33% |
$224 - $243
|
926
$26.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.01% |
$149 - $162
|
21.1K
$609K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.07% |
$149 - $162
|
3.04K
$87.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.01% |
$149 - $162
|
16.3K
$469K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.02% |
$149 - $162
|
11.4K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 1.14% |
$74.7 - $81
|
89
$2.56K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.29% |
$74.7 - $81
|
350
$10.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.2% |
$74.7 - $81
|
84
$2.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$74.7 - $81
|
6.51K
$188K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.29% |
$74.7 - $81
|
348
$10K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.32% |
$74.7 - $81
|
312
$8.99K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3- 0.08% |
$224 - $243
|
3.72K
$107K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-3- 0.21% |
$224 - $243
|
1.45K
$41.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-3- 3.49% |
$224 - $243
|
83
$2.39K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6- 42.86% |
$448 - $486
|
8
$231
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6- 0.1% |
$448 - $486
|
6.14K
$177K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 1.05% |
$448 - $486
|
568
$16.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-7- 0.03% |
$523 - $567
|
27.3K
$786K
|