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
Jan 25, 2022 Q4 2021
Palouse Capital Management, Inc.

BUY
 -
2.52K
New
$192K - $210K
2.52K $69.8K
Jan 28, 2022 Q4 2021
Gw Henssler & Associates LTD

BUY
 -
2.52K
New
$191K - $210K
2.52K $69.7K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.5K
+ 12.15%
$190K - $209K
23.1K $639K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.5K
+ 12.15%
$190K - $209K
23.1K $639K
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

BUY
 -
2.5K
New
$190K - $208K
2.5K $69.1K
Feb 09, 2022 Q4 2021
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
2.49K
New
$189K - $208K
2.49K $69K
Feb 11, 2022 Q4 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
2.49K
+ 0.77%
$189K - $208K
326K $9.02M
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.47K
+ 706.57%
$188K - $206K
2.82K $78.1K
Feb 08, 2022 Q4 2021
Rkl Wealth Management LLC

BUY
 -
2.47K
+ 0.47%
$188K - $206K
526K $14.6M
Jan 28, 2022 Q4 2021
Essex LLC

BUY
 -
2.38K
+ 3.04%
$181K - $199K
80.8K $2.24M
Aug 18, 2023 Q4 2021
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
2.34K
+ 1.14%
$178K - $195K
207K $5.72M
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

BUY
 -
2.34K
+ 15.42%
$178K - $195K
17.5K $484K
Feb 02, 2022 Q4 2021
Valmark Advisers, Inc.

BUY
 -
2.32K
+ 5.06%
$176K - $193K
48.1K $1.33M
Feb 11, 2022 Q4 2021
American Money Management, LLC

BUY
 -
2.28K
+ 6.85%
$173K - $190K
35.6K $984K
Feb 14, 2022 Q4 2021
Blue Barn Wealth, LLC

BUY
 -
2.28K
+ 7.04%
$173K - $190K
34.6K $959K
Feb 11, 2022 Q4 2021
Mai Capital Management

BUY
 -
2.26K
+ 2.4%
$172K - $189K
96.4K $2.67M
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

BUY
 -
2.25K
+ 2.78%
$171K - $187K
83.2K $2.3M
Feb 11, 2022 Q4 2021
Payden & Rygel

Los Angeles, CA
BUY
 -
2.18K
+ 1.66%
$166K - $182K
134K $3.7M
Feb 08, 2022 Q4 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.13K
+ 0.37%
$162K - $178K
583K $16.1M
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.13K
+ 2.67%
$162K - $177K
81.9K $2.27M
Jan 24, 2022 Q4 2021
Avantax Advisory Services, Inc.

BUY
 -
2.13K
+ 28.79%
$162K - $177K
9.51K $263K
Feb 16, 2022 Q4 2021
First Community Trust Na

BUY
 -
2.1K
New
$160K - $175K
2.1K $58.1K
Jan 26, 2022 Q4 2021
Brightworth

BUY
 -
2.07K
+ 3.53%
$157K - $173K
60.8K $1.68M
Jan 26, 2022 Q4 2021
Northwest Investment Counselors, LLC

BUY
 -
2.05K
New
$156K - $171K
2.05K $56.8K
Jan 20, 2022 Q4 2021
Cra Financial Services, LLC

BUY
 -
1.92K
+ 6.58%
$146K - $160K
31K $859K
Feb 04, 2022 Q4 2021
Souders Financial Advisors

BUY
 -
1.88K
+ 7.0%
$143K - $156K
28.7K $794K
Jan 26, 2022 Q4 2021
Clearwater Capital Advisors, LLC

BUY
 -
1.86K
+ 1.62%
$141K - $155K
117K $3.23M
Jan 12, 2022 Q4 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.85K
+ 3.44%
$141K - $154K
55.6K $1.54M
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.77K
+ 10.78%
$135K - $148K
18.2K $504K
Jan 13, 2022 Q4 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.7K
+ 8.82%
$129K - $142K
20.9K $580K
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

BUY
 -
1.7K
+ 49.39%
$129K - $142K
5.13K $142K
Jan 19, 2022 Q4 2021
Strategic Capital Advisers, Inc.

BUY
 -
1.69K
+ 9.58%
$129K - $141K
19.3K $535K
Feb 01, 2022 Q4 2021
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.64K
+ 1.87%
$125K - $137K
89.4K $2.47M
Feb 14, 2022 Q4 2021
Red Door Wealth Management, LLC

BUY
 -
1.62K
+ 2.65%
$123K - $135K
62.9K $1.74M
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
1.62K
+ 4.17%
$123K - $135K
40.4K $1.12M
Feb 01, 2022 Q4 2021
Patriot Investment Management Inc.

BUY
 -
1.57K
+ 0.92%
$120K - $131K
173K $4.8M
Jan 25, 2022 Q4 2021
Newton One Investments LLC

BUY
 -
1.57K
+ 0.76%
$120K - $131K
209K $5.8M
Feb 04, 2022 Q4 2021
Mengis Capital Management, Inc.

BUY
 -
1.55K
+ 3.32%
$118K - $130K
48.3K $1.34M
Feb 07, 2022 Q4 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.55K
+ 4.57%
$118K - $129K
35.4K $980K
Feb 07, 2022 Q4 2021
Mc Carthy Asset Management, Inc.

BUY
 -
1.53K
+ 2.9%
$117K - $128K
54.5K $1.51M
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

BUY
 -
1.51K
+ 2.59%
$115K - $126K
59.8K $1.66M
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.5K
+ 1.6%
$114K - $125K
95.4K $2.64M
Jan 10, 2022 Q4 2021
Boltwood Capital Management

BUY
 -
1.49K
+ 18.06%
$113K - $124K
9.75K $270K
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

BUY
 -
1.47K
+ 5.44%
$111K - $122K
28.4K $786K
Feb 11, 2022 Q4 2021
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.45K
+ 21.52%
$110K - $121K
8.18K $226K
Jan 18, 2022 Q4 2021
Asset Planning Services Inc

BUY
 -
1.43K
+ 32.05%
$109K - $119K
5.89K $163K
Feb 17, 2022 Q4 2021
Oldfather Financial Services, LLC

BUY
 -
1.42K
+ 11.34%
$108K - $119K
14K $387K
Jan 31, 2022 Q4 2021
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.42K
+ 2.7%
$108K - $118K
53.8K $1.49M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
BUY
 -
1.39K
+ 12636.36%
$106K - $116K
1.4K $38.8K

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