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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.14K- 9.74% |
$69K - $82.7K
|
10.6K
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.15K- 0.42% |
$69.6K - $83.4K
|
272K
$7.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.21K- 2.4% |
$73.2K - $87.7K
|
49.1K
$1.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-1.25K- 2.99% |
$75.5K - $90.5K
|
40.5K
$1.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 15.31% |
$76.7K - $91.9K
|
7.01K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.29K- 5.46% |
$77.7K - $93.2K
|
22.3K
$620K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.29K- 3.41% |
$78K - $93.5K
|
36.5K
$1.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.3K- 1.24% |
$78.4K - $94K
|
103K
$2.86M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 3.16% |
$81.6K - $97.8K
|
41.4K
$1.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.35K- 12.24% |
$81.9K - $98.2K
|
9.71K
$270K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 1.97% |
$89.4K - $107K
|
73.3K
$2.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.53K- 12.19% |
$92.4K - $111K
|
11K
$306K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.54K- 0.67% |
$92.9K - $111K
|
227K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.56K- 2.96% |
$94.6K - $113K
|
51.3K
$1.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.6K- 7.04% |
$96.9K - $116K
|
21.1K
$588K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.6K- 7.04% |
$96.9K - $116K
|
21.1K
$588K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.62K- 3.24% |
$97.8K - $117K
|
48.3K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.64K- 6.7% |
$99K - $119K
|
22.8K
$634K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.65K- 3.17% |
$100K - $120K
|
50.5K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 3.81% |
$103K - $123K
|
42.9K
$1.19M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.72KClosed |
$104K - $125K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$107K - $128K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.78K- 31.25% |
$107K - $129K
|
3.91K
$109K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.87K- 2.36% |
$113K - $136K
|
77.6K
$2.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.92K- 3.24% |
$116K - $139K
|
57.4K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.93K- 1.83% |
$116K - $140K
|
103K
$2.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.98K- 5.93% |
$119K - $143K
|
31.3K
$872K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.98K- 8.16% |
$120K - $143K
|
22.3K
$620K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 5.4% |
$124K - $148K
|
35.8K
$997K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.1K- 97.54% |
$127K - $152K
|
53
$1.47K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.2K- 1.21% |
$133K - $160K
|
181K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.25K- 12.15% |
$136K - $163K
|
16.2K
$452K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.25K- 8.35% |
$136K - $163K
|
24.8K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.36K- 13.41% |
$143K - $171K
|
15.2K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.39K- 1.13% |
$145K - $174K
|
210K
$5.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 21.86% |
$148K - $177K
|
8.74K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.44K- 0.14% |
$148K - $177K
|
1.75M
$48.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.49K- 2.55% |
$150K - $180K
|
95.1K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 13.28% |
$151K - $181K
|
16.3K
$453K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.55K- 32.56% |
$155K - $185K
|
5.29K
$147K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.56K- 9.53% |
$155K - $186K
|
24.3K
$676K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.59K- 1.43% |
$157K - $188K
|
179K
$4.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
SELL
|
- |
-2.6K- 41.37% |
$157K - $188K
|
3.68K
$102K
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.61K- 2.66% |
$158K - $189K
|
95.5K
$2.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.7K- 3.71% |
$163K - $196K
|
70.2K
$1.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.75K- 5.27% |
$167K - $200K
|
49.5K
$1.38M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.84K- 3.13% |
$172K - $206K
|
88K
$2.45M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.89K- 2.67% |
$175K - $210K
|
106K
$2.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.22K- 12.0% |
$195K - $233K
|
23.6K
$657K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.31K- 8.56% |
$200K - $240K
|
35.3K
$983K
|