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
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
621+ 3.23% |
$47.2K - $51.8K
|
19.8K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
611+ 7.34% |
$46.4K - $51K
|
8.94K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
606+ 1.83% |
$46.1K - $50.5K
|
33.6K
$931K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
602New |
$45.8K - $50.2K
|
602
$16.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
569+ 3.25% |
$43.2K - $47.4K
|
18.1K
$500K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
562New |
$42.7K - $46.9K
|
562
$15.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
518New |
$39.4K - $43.2K
|
518
$14.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
518+ 4.6% |
$39.4K - $43.2K
|
11.8K
$326K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
515+ 4.16% |
$39.1K - $42.9K
|
12.9K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
515+ 3.3% |
$39.1K - $42.9K
|
16.1K
$446K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
510+ 637.5% |
$38.8K - $42.5K
|
590
$16.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
493+ 0.06% |
$37.5K - $41.1K
|
861K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
487+ 124.87% |
$37K - $40.6K
|
877
$24.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
462+ 0.74% |
$35.1K - $38.5K
|
62.6K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
439+ 10.12% |
$33.4K - $36.6K
|
4.78K
$132K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
414+ 3.34% |
$31.5K - $34.5K
|
12.8K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
404+ 5.4% |
$30.7K - $33.7K
|
7.89K
$218K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
376New |
$28.6K - $31.4K
|
376
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
337+ 4.32% |
$25.6K - $28.1K
|
8.14K
$225K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
331+ 3.68% |
$25.2K - $27.6K
|
9.32K
$258K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
329+ 0.68% |
$25K - $27.4K
|
48.6K
$1.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
323+ 103.53% |
$24.6K - $26.9K
|
635
$17.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
303New |
$23K - $25.3K
|
303
$8.39K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
302+ 2.74% |
$23K - $25.2K
|
11.3K
$313K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
298+ 0.94% |
$22.7K - $24.9K
|
32.1K
$887K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
298+ 5.78% |
$22.7K - $24.9K
|
5.45K
$151K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
293+ 2.75% |
$22.3K - $24.4K
|
11K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
292+ 7.43% |
$22.2K - $24.3K
|
4.22K
$117K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
289+ 28.73% |
$22K - $24.1K
|
1.3K
$35.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
273+ 2.67% |
$20.8K - $22.8K
|
10.5K
$291K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
271+ 5.12% |
$20.6K - $22.6K
|
5.57K
$154K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
265+ 4.0% |
$20.1K - $22.1K
|
6.89K
$191K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
263+ 1.11% |
$20K - $21.9K
|
24.1K
$666K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
259+ 9.79% |
$19.7K - $21.6K
|
2.9K
$80.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
246+ 2.19% |
$18.7K - $20.5K
|
11.5K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
237+ 4.85% |
$18K - $19.8K
|
5.12K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
221+ 2.29% |
$16.8K - $18.4K
|
9.88K
$273K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204+ 618.18% |
$15.5K - $17K
|
237
$6.56K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
200+ 5.3% |
$15.2K - $16.7K
|
3.97K
$110K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
195New |
$14.8K - $16.3K
|
195
$5.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
195New |
$14.8K - $16.3K
|
195
$5.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
192+ 1.62% |
$14.6K - $16K
|
12K
$334K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
188+ 1.9% |
$14.3K - $15.7K
|
10.1K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
186+ 1.62% |
$14.1K - $15.5K
|
11.7K
$324K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
183+ 1.23% |
$13.9K - $15.3K
|
15K
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
173New |
$13.1K - $14.4K
|
173
$4.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
168+ 0.93% |
$12.8K - $14K
|
18.2K
$505K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
164+ 0.6% |
$12.5K - $13.7K
|
27.7K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
163+ 0.77% |
$12.4K - $13.6K
|
21.4K
$592K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
154New |
$11.7K - $12.8K
|
154
$4.26K
|