Purchases and Sales Made in Q4 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 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 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.8KClosed |
$899K - $986K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.3KClosed |
$933K - $1.02M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.7K- 58.22% |
$1.04M - $1.14M
|
9.84K
$272K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13.7K- 24.06% |
$1.04M - $1.14M
|
43.3K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.4K- 83.29% |
$1.09M - $1.2M
|
2.88K
$79.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-15.6K- 3.48% |
$1.19M - $1.3M
|
434K
$12M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-15.9K- 20.43% |
$1.21M - $1.33M
|
62K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-17.5K- 64.34% |
$1.33M - $1.46M
|
9.72K
$269K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.7KClosed |
$1.42M - $1.56M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 8.42% |
$1.47M - $1.62M
|
211K
$5.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-20.2KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-20.2K- 11.47% |
$1.54M - $1.69M
|
156K
$4.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-21.6K- 8.08% |
$1.64M - $1.8M
|
246K
$6.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-21.8K- 12.48% |
$1.66M - $1.82M
|
153K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.9KClosed |
$1.66M - $1.82M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-22K- 43.03% |
$1.67M - $1.84M
|
29.2K
$808K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-22.4KClosed |
$1.7M - $1.87M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23.2K- 39.44% |
$1.76M - $1.93M
|
35.6K
$985K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.1K- 88.28% |
$1.83M - $2.01M
|
3.2K
$88.6K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.7K- 14.0% |
$2.26M - $2.48M
|
182K
$5.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-31.2K- 81.32% |
$2.37M - $2.61M
|
7.18K
$199K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-31.5KClosed |
$2.4M - $2.63M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.2K- 4.83% |
$4.19M - $4.6M
|
1.09M
$30.1M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.6K- 12.97% |
$4.3M - $4.72M
|
379K
$10.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-58.2K- 39.92% |
$4.42M - $4.85M
|
87.6K
$2.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.8KClosed |
$4.69M - $5.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62.1K- 40.61% |
$4.72M - $5.18M
|
90.9K
$2.51M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-67.1K- 95.99% |
$5.1M - $5.6M
|
2.8K
$77.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-80.5K- 56.12% |
$6.12M - $6.71M
|
62.9K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-93.5K- 30.91% |
$7.11M - $7.8M
|
209K
$5.79M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-109K- 10.3% |
$8.31M - $9.12M
|
952K
$26.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 8.34% |
$8.45M - $9.27M
|
1.22M
$33.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-186K- 19.63% |
$14.1M - $15.5M
|
760K
$21M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-210KClosed |
$16M - $17.5M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-277K- 93.67% |
$21.1M - $23.1M
|
18.7K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-309K- 68.78% |
$23.5M - $25.8M
|
140K
$3.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-493K- 92.43% |
$37.4M - $41.1M
|
40.3K
$1.12M
|