Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.03MNew |
$62.1M - $74.4M
|
1.03M
$28.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
974K+ 10.58% |
$58.9M - $70.6M
|
10.2M
$283M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
643K+ 4.51% |
$38.9M - $46.6M
|
14.9M
$414M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
348K+ 6292.93% |
$21.1M - $25.2M
|
353K
$9.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
131K+ 770.3% |
$7.94M - $9.52M
|
148K
$4.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
111K+ 50.59% |
$6.69M - $8.02M
|
329K
$9.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
95.3KNew |
$5.77M - $6.91M
|
95.3K
$2.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
91.8KNew |
$5.55M - $6.66M
|
91.8K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.5K+ 9.53% |
$5.29M - $6.34M
|
1M
$28M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
78.3K+ 6.06% |
$4.73M - $5.67M
|
1.37M
$38.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
67.8K+ 4.78% |
$4.1M - $4.92M
|
1.49M
$41.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.6K+ 5.95% |
$4.03M - $4.83M
|
1.19M
$33M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65.8K+ 16.75% |
$3.98M - $4.77M
|
458K
$12.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.5K+ 964.81% |
$3.78M - $4.53M
|
68.9K
$1.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.7K+ 7.44% |
$3.73M - $4.47M
|
891K
$24.8M
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
57.9KNew |
$3.5M - $4.2M
|
57.9K
$1.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51.7K+ 7.17% |
$3.13M - $3.75M
|
772K
$21.5M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
50.5KNew |
$3.05M - $3.66M
|
50.5K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
37.7K+ 8.97% |
$2.28M - $2.73M
|
458K
$12.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
34.9KNew |
$2.11M - $2.53M
|
34.9K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.4K+ 63.76% |
$2.02M - $2.42M
|
85.9K
$2.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.7K+ 2.19% |
$1.85M - $2.22M
|
1.43M
$39.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.7K+ 10.11% |
$1.74M - $2.08M
|
313K
$8.71M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
28.5K+ 287.23% |
$1.72M - $2.07M
|
38.4K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
28.3K+ 10.45% |
$1.71M - $2.05M
|
299K
$8.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
28.3K+ 42.11% |
$1.71M - $2.05M
|
95.3K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26K+ 18.31% |
$1.58M - $1.89M
|
168K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.7K+ 394.3% |
$1.5M - $1.79M
|
31K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.9K+ 3.97% |
$1.44M - $1.73M
|
625K
$17.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
22.4K+ 12.46% |
$1.36M - $1.63M
|
202K
$5.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 31.26% |
$1.35M - $1.62M
|
94K
$2.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
22.1K+ 26.96% |
$1.34M - $1.61M
|
104K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 5.83% |
$1.34M - $1.6M
|
401K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 24.72% |
$1.33M - $1.6M
|
111K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
21.8K+ 523.2% |
$1.32M - $1.58M
|
26K
$724K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.1K+ 4.42% |
$1.28M - $1.53M
|
499K
$13.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21K+ 187.88% |
$1.27M - $1.52M
|
32.2K
$896K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
20.7K+ 68.42% |
$1.25M - $1.5M
|
51K
$1.42M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20.2K+ 203.24% |
$1.22M - $1.47M
|
30.2K
$840K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
20.2K+ 6.52% |
$1.22M - $1.47M
|
330K
$9.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19K+ 9.37% |
$1.15M - $1.38M
|
222K
$6.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.8K+ 13.43% |
$1.13M - $1.36M
|
158K
$4.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.6KNew |
$1.12M - $1.35M
|
18.6K
$517K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
17.9K+ 84.91% |
$1.08M - $1.3M
|
38.9K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.6K+ 15615.04% |
$1.07M - $1.28M
|
17.8K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
17.5KNew |
$1.06M - $1.27M
|
17.5K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
17.1K+ 173.27% |
$1.03M - $1.24M
|
26.9K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
16.9K+ 6.69% |
$1.03M - $1.23M
|
270K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.8K+ 7.15% |
$1.01M - $1.22M
|
251K
$6.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.8K+ 161.28% |
$956K - $1.15M
|
25.6K
$713K
|