Purchases and Sales Made in Q4 2021 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM) during Q4 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
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-785
- 1.93%
$59.7K - $65.5K
39.8K $1.15M
Feb 04, 2022 Q4 2021
Advisor Os, LLC

SELL
 -
-828
- 7.61%
$62.9K - $69K
10.1K $290K
Feb 09, 2022 Q4 2021
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-854
- 1.19%
$64.9K - $71.2K
71.1K $2.05M
Jan 19, 2022 Q4 2021
Vista Private Wealth Partners. LLC

SELL
 -
-874
- 0.4%
$66.4K - $72.9K
220K $6.35M
Jan 27, 2022 Q4 2021
Exchange Capital Management, Inc.

SELL
 -
-894
- 0.88%
$68K - $74.6K
100K $2.89M
Jan 04, 2022 Q4 2021
Modus Advisors, LLC

SELL
 -
-905
- 9.58%
$68.8K - $75.5K
8.54K $246K
Feb 11, 2022 Q4 2021
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-939
- 2.39%
$71.4K - $78.3K
38.4K $1.11M
Feb 02, 2022 Q4 2021
Barnett & Company, Inc.

SELL
 -
-1.01K
- 20.86%
$76.6K - $84.1K
3.82K $110K
Feb 15, 2022 Q4 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-1.02K
- 10.66%
$77.4K - $84.9K
8.53K $246K
Feb 08, 2022 Q4 2021
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
SELL
 -
-1.07K
- 1.1%
$81.2K - $89.1K
96.2K $2.77M
Jan 21, 2022 Q4 2021
Everhart Financial Group, Inc.

SELL
 -
-1.19K
- 1.93%
$90.1K - $98.8K
60.3K $1.74M
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-1.19K
Closed
$90.5K - $99.2K
0 $0
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-1.19K
- 50.4%
$90.8K - $99.6K
1.18K $33.9K
Feb 11, 2022 Q4 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.22K
- 12.81%
$92.4K - $101K
8.28K $238K
Jan 25, 2022 Q4 2021
Cordant, Inc.

Portland, OR
SELL
 -
-1.24K
- 7.31%
$94.5K - $104K
15.8K $454K
Jan 19, 2022 Q4 2021
Orser Capital Management, LLC

SELL
 -
-1.28K
- 33.37%
$97.1K - $107K
2.55K $73.5K
Jan 26, 2022 Q4 2021
Hya Advisors, Inc

SELL
 -
-1.29K
- 15.87%
$98.3K - $108K
6.85K $198K
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.3K
Closed
$98.8K - $108K
0 $0
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-1.34K
- 23.57%
$102K - $112K
4.35K $125K
Feb 15, 2022 Q4 2021
Greenwood Gearhart Inc

Fayetteville, AR
SELL
 -
-1.37K
- 24.28%
$104K - $114K
4.27K $123K
Feb 03, 2022 Q4 2021
Sharkey, Howes & Javer

SELL
 -
-1.38K
- 4.18%
$105K - $115K
31.6K $911K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.44K
- 52.47%
$110K - $120K
1.31K $37.7K
Jan 18, 2022 Q4 2021
Alpha Omega Wealth Management LLC

SELL
 -
-1.45K
- 2.79%
$110K - $121K
50.6K $1.46M
Jan 18, 2022 Q4 2021
Miracle Mile Advisors, LLC

SELL
 -
-1.46K
- 1.11%
$111K - $121K
129K $3.73M
Jan 18, 2022 Q4 2021
Collective Family Office LLC

SELL
 -
-1.47K
- 3.58%
$112K - $123K
39.6K $1.14M
Jan 24, 2022 Q4 2021
Sage Financial Group Inc

SELL
 -
-1.48K
- 0.93%
$113K - $124K
159K $4.57M
Feb 08, 2022 Q4 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.54K
- 27.35%
$117K - $128K
4.08K $118K
Jan 12, 2022 Q4 2021
Private Capital Management LLC

SELL
 -
-1.54K
- 5.47%
$117K - $128K
26.5K $765K
Jan 21, 2022 Q4 2021
Columbus Macro, LLC

SELL
 -
-1.57K
- 11.93%
$119K - $131K
11.6K $333K
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-1.59K
- 38.92%
$121K - $132K
2.49K $71.7K
Jan 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

SELL
 -
-1.6K
- 1.51%
$121K - $133K
104K $3M
Jan 31, 2022 Q4 2021
Smith Anglin Financial, LLC

SELL
 -
-1.61K
- 3.72%
$122K - $134K
41.6K $1.2M
Jan 18, 2022 Q4 2021
Systelligence, LLC

SELL
 -
-1.63K
- 1.7%
$124K - $136K
94K $2.71M
Feb 08, 2022 Q4 2021
St. Johns Investment Management Company, LLC

SELL
 -
-1.64K
- 1.32%
$124K - $136K
123K $3.53M
Feb 14, 2022 Q4 2021
Barry Investment Advisors, LLC

SELL
 -
-1.67K
- 20.1%
$127K - $139K
6.63K $191K
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.76K
- 2.76%
$133K - $146K
61.9K $1.78M
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

SELL
 -
-1.76K
- 18.8%
$134K - $147K
7.6K $219K
Feb 22, 2022 Q4 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-1.77K
Closed
$134K - $147K
0 $0
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.78K
- 0.74%
$136K - $149K
240K $6.91M
Jan 27, 2022 Q4 2021
Asset Advisors Investment Management, LLC

SELL
 -
-1.81K
- 0.97%
$137K - $151K
184K $5.3M
Feb 14, 2022 Q4 2021
Waterfront Wealth Inc.

SELL
 -
-1.9K
- 7.05%
$144K - $158K
25K $721K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

SELL
 -
-1.92K
- 4.61%
$146K - $160K
39.7K $1.14M
Jan 28, 2022 Q4 2021
Colorado Capital Management, Inc.

SELL
 -
-1.99K
- 2.73%
$151K - $166K
70.9K $2.04M
Feb 03, 2022 Q4 2021
Chesapeake Wealth Management

SELL
 -
-2.03K
- 7.29%
$154K - $169K
25.8K $744K
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-2.07K
- 1.74%
$157K - $173K
117K $3.37M
Feb 07, 2022 Q4 2021
Strategic Financial Planning, Inc.

SELL
 -
-2.13K
- 6.89%
$162K - $177K
28.7K $828K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-2.13K
Closed
$162K - $177K
0 $0
Jan 13, 2022 Q4 2021
Northern Capital Management, Inc.

SELL
 -
-2.27K
- 1.63%
$172K - $189K
136K $3.93M
Jan 12, 2022 Q4 2021
First Hawaiian Bank

SELL
 -
-2.31K
- 6.02%
$176K - $193K
36K $1.04M

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