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 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.79KNew |
$231K - $265K
|
3.79K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
3.77K+ 21.54% |
$230K - $264K
|
21.3K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.74KNew |
$228K - $261K
|
3.74K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.6KNew |
$220K - $252K
|
3.6K
$104K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 10.73% |
$218K - $250K
|
36.9K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
3.57KNew |
$218K - $249K
|
3.57K
$104K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
3.46KNew |
$211K - $242K
|
3.46K
$101K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3.36K+ 0.33% |
$205K - $235K
|
1.03M
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.34KNew |
$204K - $234K
|
3.34K
$97K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.32K+ 66.82% |
$203K - $232K
|
8.28K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.31K+ 9.38% |
$202K - $232K
|
38.6K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.3K+ 27.29% |
$201K - $231K
|
15.4K
$446K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.26K+ 2.18% |
$199K - $228K
|
152K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 7.19% |
$198K - $227K
|
48.4K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.23K+ 0.24% |
$197K - $226K
|
1.37M
$39.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.18KNew |
$194K - $222K
|
3.18K
$92.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.12K+ 4.61% |
$191K - $218K
|
70.8K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.09KNew |
$188K - $216K
|
3.09K
$89.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.08KNew |
$188K - $216K
|
3.08K
$89.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.08KNew |
$188K - $215K
|
3.08K
$89.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$184K - $210K
|
3.01K
$87.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.95K+ 55.67% |
$180K - $206K
|
8.24K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 63.59% |
$179K - $205K
|
7.54K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91K+ 983.11% |
$178K - $204K
|
3.21K
$93.1K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
2.89K+ 17.36% |
$177K - $202K
|
19.5K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.89K+ 628.76% |
$176K - $202K
|
3.35K
$97.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.77K+ 6.14% |
$169K - $194K
|
47.9K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.6K+ 4.95% |
$159K - $182K
|
55.1K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.58K+ 0.78% |
$158K - $181K
|
332K
$9.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
2.54K+ 36.9% |
$155K - $177K
|
9.41K
$273K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.5K+ 16.43% |
$153K - $175K
|
17.7K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.49KNew |
$152K - $174K
|
2.49K
$72.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.44K+ 5.66% |
$149K - $171K
|
45.6K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.41K+ 3.86% |
$147K - $168K
|
64.8K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.26K+ 2.63% |
$138K - $158K
|
88.1K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 2.42% |
$137K - $157K
|
94.7K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
2.22K+ 4.47% |
$135K - $155K
|
51.9K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.21KNew |
$135K - $155K
|
2.21K
$64.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.14K+ 1.2% |
$131K - $150K
|
181K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.11K+ 7.21% |
$129K - $148K
|
31.4K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.02K+ 5.79% |
$123K - $141K
|
36.9K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 4.03% |
$122K - $139K
|
51.5K
$1.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.97KNew |
$120K - $138K
|
1.97K
$57.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 1.61% |
$119K - $136K
|
123K
$3.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.89K+ 19.0% |
$115K - $132K
|
11.8K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 5.02% |
$114K - $130K
|
39K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.81K+ 1.45% |
$111K - $127K
|
127K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 2.68% |
$110K - $126K
|
69.3K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.79K+ 1.55% |
$110K - $125K
|
118K
$3.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.77K+ 1.01% |
$108K - $124K
|
177K
$5.13M
|