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 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
145+ 0.86% |
$11K - $12.1K
|
17.1K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
141+ 101.44% |
$10.7K - $11.8K
|
280
$7.75K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
133+ 0.85% |
$10.1K - $11.1K
|
15.9K
$439K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
132+ 0.6% |
$10K - $11K
|
22.2K
$613K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
132+ 0.67% |
$10K - $11K
|
19.9K
$550K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
130+ 3.01% |
$9.88K - $10.8K
|
4.44K
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
127+ 0.08% |
$9.65K - $10.6K
|
168K
$4.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$9.5K - $10.4K
|
125
$3.46K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
121+ 7.93% |
$9.2K - $10.1K
|
1.65K
$45.6K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
113New |
$8.59K - $9.42K
|
113
$3.13K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
109+ 0.34% |
$8.29K - $9.09K
|
32.5K
$899K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
103New |
$7.83K - $8.59K
|
103
$2.85K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$7.6K - $8.34K
|
100
$2.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
100New |
$7.6K - $8.34K
|
100
$2.77K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
94+ 0.75% |
$7.14K - $7.84K
|
12.6K
$349K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
90+ 1.47% |
$6.84K - $7.51K
|
6.2K
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
82New |
$6.23K - $6.84K
|
82
$2.27K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 10.84% |
$5.78K - $6.34K
|
777
$21.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
75+ 1.53% |
$5.7K - $6.25K
|
4.97K
$138K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
71+ 0.64% |
$5.4K - $5.92K
|
11.1K
$307K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
68+ 0.74% |
$5.17K - $5.67K
|
9.22K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
68+ 0.76% |
$5.17K - $5.67K
|
9.01K
$249K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
60+ 857.14% |
$4.56K - $5K
|
67
$1.85K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60+ 1.35% |
$4.56K - $5K
|
4.52K
$125K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
59New |
$4.48K - $4.92K
|
59
$1.63K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
57+ 0.78% |
$4.33K - $4.75K
|
7.37K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
57+ 0.33% |
$4.33K - $4.75K
|
17.1K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
55+ 0.11% |
$4.18K - $4.59K
|
50.6K
$1.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
53+ 0.32% |
$4.03K - $4.42K
|
16.7K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
52+ 1.07% |
$3.95K - $4.34K
|
4.9K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
50+ 1.25% |
$3.8K - $4.17K
|
4.06K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
49New |
$3.72K - $4.09K
|
49
$1.36K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45+ 0.45% |
$3.42K - $3.75K
|
10K
$277K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 1.57% |
$3.34K - $3.67K
|
2.85K
$78.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
41+ 0.35% |
$3.12K - $3.42K
|
11.7K
$325K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37+ 2.78% |
$2.81K - $3.09K
|
1.37K
$37.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36+ 0.9% |
$2.74K - $3K
|
4.05K
$112K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
35New |
$2.66K - $2.92K
|
35
$969
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 0.71% |
$2.58K - $2.84K
|
4.82K
$133K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$2.36K - $2.59K
|
31
$858
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 69.77% |
$2.28K - $2.5K
|
73
$2.02K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 0.32% |
$2.13K - $2.33K
|
8.65K
$240K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
28+ 0.49% |
$2.13K - $2.33K
|
5.78K
$160K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
25New |
$1.9K - $2.08K
|
25
$692
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
24+ 0.6% |
$1.82K - $2K
|
4K
$111K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
22New |
$1.67K - $1.83K
|
22
$609
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 3.0% |
$1.52K - $1.67K
|
687
$19K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 0.42% |
$1.44K - $1.58K
|
4.55K
$126K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
18+ 0.32% |
$1.37K - $1.5K
|
5.7K
$158K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.18% |
$1.37K - $1.5K
|
10.2K
$282K
|