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 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
670+ 4.53% |
$40.9K - $46.9K
|
15.5K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
646+ 16.78% |
$39.4K - $45.2K
|
4.5K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
646+ 3.13% |
$39.4K - $45.2K
|
21.3K
$618K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
624+ 3.97% |
$38.1K - $43.6K
|
16.3K
$474K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
620+ 0.23% |
$37.9K - $43.4K
|
272K
$7.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
618+ 13.01% |
$37.7K - $43.2K
|
5.37K
$156K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
610+ 4.15% |
$37.2K - $42.7K
|
15.3K
$444K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
599+ 0.87% |
$36.6K - $41.9K
|
69.8K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
594+ 2.66% |
$36.3K - $41.5K
|
22.9K
$666K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
593+ 0.32% |
$36.2K - $41.5K
|
187K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
588+ 1.53% |
$35.9K - $41.1K
|
39K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
585+ 0.8% |
$35.7K - $40.9K
|
73.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
584+ 1536.84% |
$35.7K - $40.8K
|
622
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
576New |
$35.2K - $40.3K
|
576
$16.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
575+ 4.68% |
$35.1K - $40.2K
|
12.9K
$373K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
564+ 2.5% |
$34.4K - $39.4K
|
23.1K
$670K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
558+ 0.75% |
$34.1K - $39K
|
74.6K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
541+ 1.11% |
$33K - $37.8K
|
49.3K
$1.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
535+ 1.64% |
$32.7K - $37.4K
|
33.2K
$964K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
528+ 16.5% |
$32.2K - $36.9K
|
3.73K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
527+ 1.49% |
$32.2K - $36.9K
|
36K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
522New |
$31.9K - $36.5K
|
522
$15.2K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
505+ 5.01% |
$30.8K - $35.3K
|
10.6K
$307K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
500+ 4.31% |
$30.5K - $35K
|
12.1K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
498+ 12.71% |
$30.4K - $34.8K
|
4.42K
$128K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
445+ 6.84% |
$27.2K - $31.1K
|
6.96K
$202K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
411+ 0.93% |
$25.1K - $28.7K
|
44.4K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
405+ 0.43% |
$24.7K - $28.3K
|
93.6K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
386+ 0.99% |
$23.6K - $27K
|
39.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
385+ 100.0% |
$23.5K - $26.9K
|
770
$22.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
383New |
$23.4K - $26.8K
|
383
$11.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
379+ 0.44% |
$23.1K - $26.5K
|
86.1K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
377+ 837.78% |
$23K - $26.4K
|
422
$12.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
368+ 10.65% |
$22.5K - $25.7K
|
3.83K
$111K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
364+ 1.62% |
$22.2K - $25.5K
|
22.8K
$661K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
357+ 1.71% |
$21.8K - $25K
|
21.2K
$617K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
357+ 0.21% |
$21.8K - $25K
|
169K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
350New |
$21.4K - $24.5K
|
350
$10.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
350+ 8.33% |
$21.4K - $24.5K
|
4.55K
$132K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
348+ 1.52% |
$21.2K - $24.3K
|
23.3K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
346+ 4.49% |
$21.1K - $24.2K
|
8.05K
$234K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
345+ 0.3% |
$21.1K - $24.1K
|
117K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
315+ 0.61% |
$19.2K - $22K
|
51.6K
$1.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
309+ 1.92% |
$18.9K - $21.6K
|
16.4K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
306+ 1.86% |
$18.7K - $21.4K
|
16.7K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
304+ 33.33% |
$18.6K - $21.3K
|
1.22K
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
304+ 33.33% |
$18.6K - $21.3K
|
1.22K
$35.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
303+ 22.28% |
$18.5K - $21.2K
|
1.66K
$48.3K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
300New |
$18.3K - $21K
|
300
$8.71K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
293+ 1.75% |
$17.9K - $20.5K
|
17K
$494K
|