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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.78K+ 6.84% |
$668K - $732K
|
137K
$3.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.65K+ 4.59% |
$657K - $721K
|
197K
$5.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.36KNew |
$636K - $697K
|
8.36K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
8.31K+ 5.56% |
$631K - $693K
|
158K
$4.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.29K+ 25.32% |
$630K - $691K
|
41K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.82K+ 1.07% |
$595K - $652K
|
738K
$20.4M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.76KNew |
$590K - $647K
|
7.76K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.69KNew |
$584K - $641K
|
7.69K
$213K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 16.36% |
$551K - $605K
|
51.6K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.23KNew |
$550K - $603K
|
7.23K
$200K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
7.22K+ 3.05% |
$549K - $602K
|
244K
$6.76M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.98KNew |
$530K - $582K
|
6.98K
$193K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.97KNew |
$530K - $581K
|
6.97K
$193K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.75KNew |
$513K - $563K
|
6.75K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.69K+ 5.13% |
$508K - $558K
|
137K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.67KNew |
$507K - $556K
|
6.67K
$185K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.66K+ 5.48% |
$506K - $555K
|
128K
$3.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
6.59K+ 2.98% |
$501K - $549K
|
228K
$6.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.34K+ 4.59% |
$482K - $529K
|
145K
$4M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
6.25K+ 21.44% |
$475K - $521K
|
35.4K
$979K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.12K+ 3.95% |
$465K - $510K
|
161K
$4.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
6.1K+ 6.42% |
$464K - $509K
|
101K
$2.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
6K+ 19.35% |
$456K - $500K
|
37K
$1.02M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.77KNew |
$439K - $481K
|
5.77K
$160K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7K+ 1.95% |
$433K - $475K
|
297K
$8.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.66K+ 5.88% |
$430K - $472K
|
102K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.61K+ 16.3% |
$426K - $468K
|
40K
$1.11M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.52KNew |
$419K - $460K
|
5.52K
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.5K+ 80.66% |
$418K - $459K
|
12.3K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.47KNew |
$416K - $456K
|
5.47K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.46K+ 6.12% |
$415K - $455K
|
94.6K
$2.62M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.44K+ 3.23% |
$414K - $454K
|
174K
$4.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.39K+ 2.04% |
$409K - $449K
|
270K
$7.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.32K+ 2.51% |
$404K - $444K
|
218K
$6.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.27K+ 121.44% |
$401K - $440K
|
9.62K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.26K+ 91.57% |
$399K - $438K
|
11K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
5.2K+ 23.08% |
$395K - $433K
|
27.7K
$767K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.2K+ 3.18% |
$395K - $433K
|
169K
$4.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.12KNew |
$389K - $427K
|
5.12K
$142K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.06K+ 2.26% |
$384K - $422K
|
229K
$6.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.04KNew |
$383K - $420K
|
5.04K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$138K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5KNew |
$380K - $417K
|
5K
$138K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.99K+ 1.95% |
$380K - $416K
|
262K
$7.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4.83K+ 23.83% |
$367K - $403K
|
25.1K
$694K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.82K+ 5.14% |
$366K - $402K
|
98.5K
$2.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.78KNew |
$364K - $399K
|
4.78K
$132K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.76KNew |
$362K - $397K
|
4.76K
$132K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$360K - $394K
|
4.73K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.66K+ 8.47% |
$354K - $389K
|
59.7K
$1.65M
|