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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
71+ 0.53% |
$4.33K - $4.97K
|
13.4K
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
61+ 0.19% |
$3.72K - $4.27K
|
31.8K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
61+ 1.74% |
$3.72K - $4.27K
|
3.57K
$103K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
61+ 0.51% |
$3.72K - $4.27K
|
12.1K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 0.07% |
$3.66K - $4.2K
|
81.6K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
59+ 0.83% |
$3.6K - $4.13K
|
7.15K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
58New |
$3.54K - $4.06K
|
58
$1.68K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
54+ 1.18% |
$3.3K - $3.78K
|
4.63K
$134K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
54+ 0.34% |
$3.3K - $3.78K
|
15.8K
$458K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
52+ 0.58% |
$3.17K - $3.64K
|
8.95K
$259K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
49+ 1.63% |
$2.99K - $3.43K
|
3.06K
$88.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
46+ 0.48% |
$2.81K - $3.22K
|
9.62K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
43New |
$2.63K - $3.01K
|
43
$1.24K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
41+ 0.81% |
$2.5K - $2.87K
|
5.08K
$147K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 0.48% |
$2.38K - $2.73K
|
8.2K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
35+ 0.34% |
$2.14K - $2.45K
|
10.4K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35+ 0.52% |
$2.14K - $2.45K
|
6.78K
$196K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34New |
$2.08K - $2.38K
|
34
$983
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
32+ 0.25% |
$1.95K - $2.24K
|
12.6K
$364K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
29+ 0.5% |
$1.77K - $2.03K
|
5.82K
$168K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
29New |
$1.77K - $2.03K
|
29
$838
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.12% |
$1.53K - $1.75K
|
20.8K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.64% |
$1.53K - $1.75K
|
3.93K
$114K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
24+ 0.26% |
$1.47K - $1.68K
|
9.19K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$1.28K - $1.47K
|
4.04K
$117K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.47K
|
21
$607
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
20New |
$1.22K - $1.4K
|
20
$578
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
19+ 0.51% |
$1.16K - $1.33K
|
3.78K
$109K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
19+ 0.87% |
$1.16K - $1.33K
|
2.21K
$63.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 2.34% |
$1.16K - $1.33K
|
830
$24K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$1.1K - $1.26K
|
18
$520
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
18+ 0.02% |
$1.1K - $1.26K
|
96.4K
$2.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17+ 0.38% |
$1.04K - $1.19K
|
4.5K
$130K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.32% |
$1.04K - $1.19K
|
5.37K
$155K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
17+ 0.05% |
$1.04K - $1.19K
|
32K
$925K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
15+ 0.04% |
$916 - $1.05K
|
38.9K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
14+ 0.42% |
$855 - $979
|
3.38K
$97.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.25% |
$855 - $979
|
5.62K
$162K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
13New |
$794 - $909
|
13
$376
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9+ 0.17% |
$549 - $629
|
5.46K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.31% |
$427 - $490
|
2.27K
$65.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.31% |
$366 - $420
|
1.94K
$56.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5+ 1.33% |
$305 - $350
|
380
$11K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.25% |
$305 - $350
|
1.97K
$56.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.43% |
$244 - $280
|
945
$27.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.48% |
$244 - $280
|
841
$24.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4+ 0.03% |
$244 - $280
|
11.4K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.42% |
$183 - $210
|
719
$20.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.39% |
$122 - $140
|
509
$14.7K
|