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 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
18+ 0.32% |
$1.37K - $1.5K
|
5.7K
$140K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.18% |
$1.37K - $1.5K
|
10.2K
$250K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
16+ 0.2% |
$1.22K - $1.33K
|
7.98K
$196K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14+ 0.06% |
$1.06K - $1.17K
|
22.2K
$545K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
14+ 0.35% |
$1.06K - $1.17K
|
3.97K
$97.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.35% |
$988 - $1.08K
|
3.71K
$90.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
13+ 0.03% |
$988 - $1.08K
|
49.8K
$1.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10+ 0.12% |
$760 - $834
|
8.26K
$202K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
10+ 0.35% |
$760 - $834
|
2.86K
$70.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.34% |
$684 - $751
|
2.64K
$64.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.12% |
$608 - $667
|
6.72K
$165K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 3.38% |
$532 - $584
|
214
$5.24K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
6New |
$456 - $500
|
6
$147
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
6+ 0.03% |
$456 - $500
|
20.9K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.36% |
$380 - $417
|
1.4K
$34.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.22% |
$380 - $417
|
2.24K
$55K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.15% |
$304 - $334
|
2.63K
$64.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
4+ 0.11% |
$304 - $334
|
3.65K
$89.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $250
|
2.65K
$64.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.1% |
$228 - $250
|
3.04K
$74.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.09% |
$228 - $250
|
3.35K
$82.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.32% |
$228 - $250
|
929
$22.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.43% |
$228 - $250
|
707
$17.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.08% |
$228 - $250
|
3.62K
$88.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.02% |
$152 - $167
|
11.4K
$280K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$152 - $167
|
6.12K
$150K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2New |
$152 - $167
|
2
$49
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 1.79% |
$76 - $83.4
|
57
$1.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.29% |
$76 - $83.4
|
349
$8.55K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.18% |
$76 - $83.4
|
571
$14K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 1.45% |
$76 - $83.4
|
70
$1.72K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.28% |
$76 - $83.4
|
355
$8.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$76 - $83.4
|
1
$24.5
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$152 - $167
|
1.63K
$40K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6Closed |
$456 - $500
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6- 75.0% |
$456 - $500
|
2
$49
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-6- 0.05% |
$456 - $500
|
11K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10- 3.39% |
$760 - $834
|
285
$6.98K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-15- 0.09% |
$1.14K - $1.25K
|
17.3K
$425K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-16- 0.23% |
$1.22K - $1.33K
|
7.09K
$174K
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-17- 0.11% |
$1.29K - $1.42K
|
16K
$392K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-18- 21.69% |
$1.37K - $1.5K
|
65
$1.59K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-19- 0.02% |
$1.44K - $1.58K
|
109K
$2.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 0.26% |
$1.52K - $1.67K
|
7.57K
$185K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-20- 0.12% |
$1.52K - $1.67K
|
16.2K
$397K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-20- 0.51% |
$1.52K - $1.67K
|
3.93K
$96.2K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-27- 0.42% |
$2.05K - $2.25K
|
6.34K
$155K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-30- 21.9% |
$2.28K - $2.5K
|
107
$2.62K
|
|
|
Mar 28, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-34- 0.31% |
$2.58K - $2.84K
|
10.8K
$265K
|
|
|
Mar 04, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-34- 0.31% |
$2.58K - $2.84K
|
10.8K
$265K
|