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 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-40.6K- 14.1% |
$2.45M - $2.94M
|
247K
$6.88M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-45.8K- 86.59% |
$2.77M - $3.32M
|
7.09K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.4K- 72.95% |
$2.81M - $3.37M
|
17.2K
$479K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-49.2K- 5.22% |
$2.98M - $3.57M
|
893K
$24.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-52.4K- 9.81% |
$3.17M - $3.8M
|
482K
$13.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-53.5K- 53.1% |
$3.24M - $3.88M
|
47.2K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-71.9K- 6.9% |
$4.35M - $5.22M
|
970K
$27M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-83.3K- 70.49% |
$5.04M - $6.04M
|
34.9K
$971K
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-84K- 34.93% |
$5.08M - $6.09M
|
156K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.2K- 28.61% |
$5.33M - $6.39M
|
220K
$6.12M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-91.8K- 15.58% |
$5.56M - $6.66M
|
498K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-97.9K- 8.0% |
$5.92M - $7.1M
|
1.13M
$31.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103K- 9.33% |
$6.23M - $7.47M
|
1M
$27.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 62.95% |
$6.41M - $7.69M
|
62.4K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-111K- 6.33% |
$6.73M - $8.06M
|
1.65M
$45.8M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-153K- 56.3% |
$9.28M - $11.1M
|
119K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 29.09% |
$9.53M - $11.4M
|
384K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-171K- 13.19% |
$10.4M - $12.4M
|
1.13M
$31.3M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-247K- 99.94% |
$15M - $17.9M
|
150
$4.17K
|
|
|
Dec 15, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-348K- 98.46% |
$21.1M - $25.2M
|
5.45K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-683K- 19.7% |
$41.3M - $49.5M
|
2.78M
$77.4M
|