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 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.59KNew |
$349K - $382K
|
4.59K
$127K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 3.77% |
$344K - $378K
|
125K
$3.45M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.28KNew |
$325K - $357K
|
4.28K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.19K+ 8.27% |
$318K - $349K
|
54.8K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.13KNew |
$314K - $345K
|
4.13K
$114K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.12K+ 6.91% |
$313K - $343K
|
63.7K
$1.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 3580.0% |
$313K - $343K
|
4.23K
$117K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
4.02KNew |
$306K - $335K
|
4.02K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.91K+ 64.87% |
$297K - $326K
|
9.93K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.88K+ 3.41% |
$295K - $324K
|
118K
$3.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.86K+ 4.31% |
$293K - $322K
|
93.4K
$2.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.77K+ 12.58% |
$287K - $314K
|
33.8K
$934K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74KNew |
$284K - $312K
|
3.74K
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.72K+ 2.66% |
$283K - $311K
|
144K
$3.98M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.72K+ 2.66% |
$283K - $311K
|
144K
$3.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.6K+ 4.7% |
$274K - $300K
|
80.2K
$2.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3.56K+ 3.97% |
$271K - $297K
|
93.3K
$2.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 5.58% |
$263K - $288K
|
65.3K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.43K+ 29.91% |
$260K - $286K
|
14.9K
$412K
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.39KNew |
$258K - $283K
|
3.39K
$93.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$257K - $281K
|
3.38K
$93.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.3K+ 1.86% |
$251K - $275K
|
181K
$5.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.15KNew |
$239K - $263K
|
3.15K
$87.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.11KNew |
$236K - $259K
|
3.11K
$86.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.11K+ 0.57% |
$236K - $259K
|
551K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$236K - $259K
|
3.11K
$86K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.09K+ 12.44% |
$235K - $258K
|
28K
$774K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.09K+ 4.37% |
$235K - $258K
|
73.9K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$234K - $257K
|
3.08K
$85.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$231K - $254K
|
3.04K
$84.1K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.02K+ 3.44% |
$229K - $252K
|
90.9K
$2.52M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.02KNew |
$229K - $251K
|
3.02K
$83.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.98K+ 1.11% |
$227K - $249K
|
272K
$7.53M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.97KNew |
$226K - $248K
|
2.97K
$82.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.91KNew |
$221K - $243K
|
2.91K
$80.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.9K+ 8.94% |
$221K - $242K
|
35.4K
$979K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.89K+ 683.22% |
$220K - $241K
|
3.31K
$91.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.87K+ 4.75% |
$218K - $239K
|
63.3K
$1.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
2.87K+ 17.98% |
$218K - $239K
|
18.8K
$521K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$212K - $232K
|
2.79K
$77.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
2.77KNew |
$211K - $231K
|
2.77K
$76.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66KNew |
$202K - $222K
|
2.66K
$73.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 32.51% |
$200K - $220K
|
10.7K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.59KNew |
$197K - $216K
|
2.59K
$71.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.59KNew |
$197K - $216K
|
2.59K
$71.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.56K+ 4.82% |
$195K - $214K
|
55.7K
$1.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.56KNew |
$194K - $213K
|
2.56K
$70.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.53KNew |
$193K - $211K
|
2.53K
$70.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 2.24% |
$192K - $211K
|
115K
$3.19M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$192K - $211K
|
2.53K
$69.9K
|