Purchases and Sales Made in Q4 2022 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Capital Directions Investment Advisors, LLC

BUY
 -
1.77K
New
$108K - $124K
1.77K $51.3K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.73K
+ 11.37%
$106K - $121K
16.9K $492K
Jan 19, 2023 Q4 2022
Lincoln Capital Corp

BUY
 -
1.73K
+ 1.52%
$106K - $121K
115K $3.35M
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

BUY
 -
1.67K
+ 1.65%
$102K - $117K
103K $2.98M
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
1.65K
New
$101K - $115K
1.65K $47.9K
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.6K
+ 2.55%
$97.7K - $112K
64.5K $1.87M
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
1.59K
New
$96.9K - $111K
1.59K $46.1K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.55K
New
$94.8K - $109K
1.55K $45.1K
Jan 19, 2023 Q4 2022
Appleton Partners Inc

BUY
 -
1.54K
+ 42.32%
$94.3K - $108K
5.19K $151K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.53K
New
$93.5K - $107K
1.53K $44.4K
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
1.48K
+ 1.72%
$90.2K - $103K
87.3K $2.53M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
1.45K
+ 16.33%
$88.3K - $101K
10.3K $299K
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.41K
New
$86.1K - $98.6K
1.41K $40.9K
Jan 20, 2023 Q4 2022
Newton One Investments LLC

BUY
 -
1.39K
+ 0.66%
$84.9K - $97.3K
213K $6.17M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
1.38K
+ 23.48%
$84.4K - $96.7K
7.27K $211K
Feb 14, 2023 Q4 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
1.38K
New
$83.9K - $96.2K
1.38K $39.9K
Mar 06, 2023 Q4 2022
North Star Asset Management Inc

BUY
 -
1.31K
+ 1.1%
$79.9K - $91.5K
120K $3.49M
Feb 03, 2023 Q4 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.25K
+ 2.03%
$76.4K - $87.5K
62.7K $1.82M
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
1.25K
+ 6.83%
$76.3K - $87.4K
19.5K $567K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
1.25K
+ 20.48%
$76.3K - $87.4K
7.35K $213K
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
1.19K
+ 2.22%
$72.7K - $83.3K
54.9K $1.59M
Feb 09, 2023 Q4 2022
Blue Barn Wealth, LLC

BUY
 -
1.18K
+ 2.88%
$72.3K - $82.8K
42.3K $1.23M
Feb 06, 2023 Q4 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
1.18K
+ 4.3%
$71.9K - $82.4K
28.6K $829K
Jan 09, 2023 Q4 2022
Trinity Legacy Partners, LLC

BUY
 -
1.15K
+ 1.33%
$70.5K - $80.7K
88K $2.56M
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.07K
+ 13.38%
$65.3K - $74.8K
9.07K $263K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.05K
+ 15.85%
$63.8K - $73.1K
7.64K $222K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.03K
+ 1.49%
$62.8K - $71.9K
70K $2.03M
Feb 14, 2023 Q4 2022
Madden Advisory Services, Inc.

BUY
 -
1.03K
+ 2.27%
$62.6K - $71.7K
46.1K $1.34M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.01K
New
$61.7K - $70.6K
1.01K $29.3K
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
937
+ 2.06%
$57.2K - $65.5K
46.5K $1.35M
Jan 20, 2023 Q4 2022
Ltg Capital LLC

BUY
 -
920
+ 5.44%
$56.2K - $64.3K
17.8K $518K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
887
New
$54.2K - $62K
887 $25.7K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
887
+ 6.93%
$54.2K - $62K
13.7K $397K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
882
+ 1.54%
$53.8K - $61.7K
58.3K $1.69M
Jan 10, 2023 Q4 2022
Campbell Wealth Management

BUY
 -
876
+ 0.36%
$53.5K - $61.3K
245K $7.1M
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
831
New
$50.7K - $58.1K
831 $24.1K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
808
+ 0.41%
$49.3K - $56.5K
200K $5.81M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
807
+ 10.66%
$49.3K - $56.4K
8.38K $243K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
803
+ 0.46%
$49K - $56.2K
177K $5.13M
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
794
+ 1.38%
$48.5K - $55.5K
58.2K $1.69M
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

BUY
 -
793
+ 1.08%
$48.4K - $55.5K
74.1K $2.15M
Jan 18, 2023 Q4 2022
Juncture Wealth Strategies, LLC

BUY
 -
781
+ 2.7%
$47.7K - $54.6K
29.7K $861K
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

BUY
 -
777
+ 1.45%
$47.4K - $54.3K
54.3K $1.58M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
742
New
$45.3K - $51.9K
742 $21.5K
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
731
New
$44.6K - $51.1K
731 $21.2K
Feb 16, 2023 Q4 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
718
+ 2.32%
$43.8K - $50.2K
31.7K $921K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
718
+ 2.32%
$43.8K - $50.2K
31.7K $921K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
715
+ 1.23%
$43.7K - $50K
58.9K $1.71M
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
681
+ 0.63%
$41.6K - $47.6K
109K $3.16M

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