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 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 1.73% |
$104K - $114K
|
80.4K
$2.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.36K+ 5.44% |
$103K - $113K
|
26.4K
$761K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 5.93% |
$103K - $112K
|
24.1K
$694K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.34K+ 1.35% |
$102K - $112K
|
100K
$2.89M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.3KNew |
$98.4K - $108K
|
1.3K
$37.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28K+ 34.3% |
$97K - $106K
|
5K
$144K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.27K+ 31.18% |
$96.4K - $106K
|
5.34K
$154K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.24KNew |
$94.3K - $103K
|
1.24K
$35.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.24KNew |
$93.9K - $103K
|
1.24K
$35.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 1.46% |
$92.4K - $101K
|
84.3K
$2.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.61% |
$92.4K - $101K
|
47.7K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.21K+ 37.5% |
$92K - $101K
|
4.44K
$128K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.28% |
$91.3K - $100K
|
53.9K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.2K+ 10.77% |
$91.2K - $100K
|
12.3K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.18K+ 1.87% |
$89.5K - $98.2K
|
64K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.13K+ 5.79% |
$85.7K - $94K
|
20.6K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.13K+ 8.28% |
$85.5K - $93.8K
|
14.7K
$424K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
1.09K+ 0.72% |
$83.2K - $91.2K
|
153K
$4.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.05K+ 341.88% |
$80K - $87.8K
|
1.36K
$39.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 6.33% |
$78.3K - $85.9K
|
17.3K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.03K+ 1.45% |
$78K - $85.6K
|
71.8K
$2.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.02K+ 163.88% |
$77.6K - $85.1K
|
1.64K
$47.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
984+ 2.46% |
$74.8K - $82.1K
|
40.9K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
951+ 0.89% |
$72.3K - $79.3K
|
107K
$3.1M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
916New |
$69.6K - $76.4K
|
916
$26.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
905+ 1.44% |
$68.8K - $75.5K
|
63.6K
$1.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
904+ 9.21% |
$68.7K - $75.4K
|
10.7K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
896+ 6.92% |
$68.1K - $74.7K
|
13.8K
$399K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
894+ 2.62% |
$68K - $74.6K
|
35K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
884+ 11.05% |
$67.2K - $73.7K
|
8.88K
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
813+ 0.5% |
$61.8K - $67.8K
|
163K
$4.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
810+ 14.65% |
$61.6K - $67.5K
|
6.34K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
803+ 13.58% |
$61K - $67K
|
6.72K
$194K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
786+ 3.94% |
$59.7K - $65.5K
|
20.7K
$598K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
786New |
$59.7K - $65.5K
|
786
$22.7K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
786+ 3.94% |
$59.7K - $65.5K
|
20.7K
$598K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
785+ 4.16% |
$59.7K - $65.5K
|
19.7K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
758+ 1.26% |
$57.6K - $63.2K
|
60.8K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
752+ 7.2% |
$57.2K - $62.7K
|
11.2K
$323K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
749+ 1.33% |
$56.9K - $62.5K
|
56.9K
$1.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
737+ 0.9% |
$56K - $61.5K
|
82.4K
$2.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
733+ 7.13% |
$55.7K - $61.1K
|
11K
$317K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
725+ 6.33% |
$55.1K - $60.5K
|
12.2K
$351K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
715+ 0.66% |
$54.3K - $59.6K
|
110K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
694+ 3.09% |
$52.8K - $57.9K
|
23.1K
$667K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
678+ 1.28% |
$51.5K - $56.5K
|
53.6K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
677+ 6.43% |
$51.5K - $56.5K
|
11.2K
$323K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
664New |
$50.5K - $55.4K
|
664
$19.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
643+ 4.09% |
$48.9K - $53.6K
|
16.4K
$472K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
634+ 0.82% |
$48.2K - $52.9K
|
78.3K
$2.26M
|