Purchases and Sales Made in Q4 2022 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 2022. 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 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
25.4KNew |
$1.55M - $1.77M
|
25.4K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.2K+ 141.85% |
$1.54M - $1.76M
|
42.9K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
23.2K+ 4.92% |
$1.42M - $1.62M
|
494K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.1KNew |
$1.41M - $1.62M
|
23.1K
$672K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
22.5K+ 4.91% |
$1.37M - $1.57M
|
480K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.2K+ 5.55% |
$1.36M - $1.56M
|
423K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21.6KNew |
$1.32M - $1.51M
|
21.6K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.5KNew |
$1.31M - $1.5M
|
21.5K
$624K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.4KNew |
$1.25M - $1.43M
|
20.4K
$593K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
20.3K+ 7.71% |
$1.24M - $1.42M
|
284K
$8.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19.9KNew |
$1.21M - $1.39M
|
19.9K
$577K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17.7KNew |
$1.08M - $1.24M
|
17.7K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
17.4K+ 29.33% |
$1.06M - $1.21M
|
76.6K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 8.34% |
$975K - $1.12M
|
208K
$6.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14.8K+ 91.86% |
$903K - $1.03M
|
30.9K
$897K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
14.6K+ 73.77% |
$890K - $1.02M
|
34.3K
$997K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
14.6K+ 4.42% |
$890K - $1.02M
|
345K
$10M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.3K+ 27.96% |
$873K - $1M
|
65.5K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
14.2K+ 2497.18% |
$864K - $990K
|
14.7K
$427K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.9K+ 8.89% |
$849K - $972K
|
170K
$4.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
13.7K+ 41.84% |
$837K - $959K
|
46.5K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13.7K+ 15.95% |
$836K - $958K
|
99.5K
$2.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13.5K+ 74.5% |
$823K - $943K
|
31.6K
$917K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
13.5K+ 124.77% |
$822K - $941K
|
24.3K
$704K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.4K+ 5.64% |
$816K - $934K
|
250K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 109.72% |
$802K - $918K
|
25.1K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 5.69% |
$771K - $884K
|
235K
$6.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
12.2KNew |
$746K - $855K
|
12.2K
$355K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 6.7% |
$743K - $851K
|
194K
$5.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
12.1K+ 23.03% |
$736K - $843K
|
64.4K
$1.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2KNew |
$685K - $785K
|
11.2K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
10.8K+ 294.7% |
$662K - $758K
|
14.5K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6K+ 65.04% |
$647K - $741K
|
26.9K
$780K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.5K+ 80.98% |
$640K - $733K
|
23.4K
$680K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10.4KNew |
$638K - $730K
|
10.4K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.2KNew |
$624K - $715K
|
10.2K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
10.2K+ 3.78% |
$623K - $714K
|
280K
$8.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.9K+ 292.72% |
$604K - $692K
|
13.3K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
9.81K+ 46.92% |
$599K - $686K
|
30.7K
$892K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.47K+ 18.59% |
$578K - $663K
|
60.4K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.46K+ 12.52% |
$577K - $661K
|
85K
$2.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
9.37K+ 42.14% |
$572K - $655K
|
31.6K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.31K+ 247.03% |
$569K - $651K
|
13.1K
$380K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.06K+ 0.61% |
$553K - $634K
|
1.49M
$43.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.98K+ 14.23% |
$548K - $628K
|
72K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.96KNew |
$547K - $626K
|
8.96K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
8.95K+ 37.1% |
$547K - $626K
|
33.1K
$960K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
8.42KNew |
$514K - $589K
|
8.42K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.31K+ 2.96% |
$508K - $581K
|
289K
$8.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
8.27K+ 9.01% |
$505K - $578K
|
100K
$2.9M
|