Purchases and Sales Made in Q1 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 Q1 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 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.38M+ 25.21% |
$97.7M - $112M
|
6.87M
$192M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
890K+ 8.81% |
$62.9M - $72M
|
11M
$307M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
346K+ 38.0% |
$24.5M - $28M
|
1.26M
$35.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
288K+ 139.08% |
$20.4M - $23.3M
|
496K
$13.8M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
268K+ 8.09% |
$19M - $21.7M
|
3.58M
$100M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
225K+ 30.46% |
$15.9M - $18.2M
|
963K
$26.9M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
189KNew |
$13.4M - $15.3M
|
189K
$5.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
177KNew |
$12.5M - $14.3M
|
177K
$4.93M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
175K+ 20.38% |
$12.4M - $14.2M
|
1.04M
$28.9M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
127K+ 697.19% |
$8.98M - $10.3M
|
145K
$4.05M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
120K+ 17.21% |
$8.51M - $9.74M
|
820K
$22.9M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
92.1KNew |
$6.51M - $7.45M
|
92.1K
$2.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
73.7K+ 5.48% |
$5.21M - $5.96M
|
1.42M
$39.6M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
65.9K+ 38.61% |
$4.65M - $5.33M
|
236K
$6.6M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65.4K+ 1746.74% |
$4.62M - $5.29M
|
69.1K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60.6KNew |
$4.28M - $4.9M
|
60.6K
$1.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53.2K+ 1515.14% |
$3.76M - $4.31M
|
56.7K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 14.81% |
$3.66M - $4.19M
|
401K
$11.2M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
46.7K+ 1064.63% |
$3.3M - $3.78M
|
51.1K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
42.5K+ 52.59% |
$3M - $3.43M
|
123K
$3.44M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.2K+ 51.57% |
$2.99M - $3.42M
|
124K
$3.46M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.9K+ 8.56% |
$2.89M - $3.31M
|
519K
$14.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
40.9KNew |
$2.89M - $3.31M
|
40.9K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
39.7K+ 15.64% |
$2.8M - $3.21M
|
293K
$8.18M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
38.3K+ 33.23% |
$2.71M - $3.1M
|
154K
$4.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
32.8K+ 685.7% |
$2.32M - $2.65M
|
37.6K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 696.36% |
$2.08M - $2.38M
|
33.7K
$940K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.3K+ 2.7% |
$2.07M - $2.37M
|
1.12M
$31.1M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.7K+ 2.67% |
$1.95M - $2.24M
|
1.06M
$29.6M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.6KNew |
$1.88M - $2.15M
|
26.6K
$742K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
25K+ 1.41% |
$1.77M - $2.02M
|
1.8M
$50.1M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
24.7KNew |
$1.74M - $2M
|
24.7K
$689K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.1K+ 7.26% |
$1.63M - $1.87M
|
341K
$9.52M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.8K+ 16.37% |
$1.61M - $1.84M
|
162K
$4.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
22.7K+ 39.84% |
$1.6M - $1.83M
|
79.6K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22.1K+ 27.04% |
$1.56M - $1.79M
|
104K
$2.89M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.6K+ 6.99% |
$1.53M - $1.75M
|
330K
$9.22M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21K+ 14.53% |
$1.49M - $1.7M
|
166K
$4.62M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
20.3KNew |
$1.44M - $1.64M
|
20.3K
$567K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
19.7KNew |
$1.39M - $1.59M
|
19.7K
$549K
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
19.6KNew |
$1.38M - $1.58M
|
19.6K
$545K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.5K+ 8.11% |
$1.37M - $1.57M
|
259K
$7.23M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.3K+ 10.48% |
$1.36M - $1.56M
|
203K
$5.66M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$1.34M - $1.53M
|
19K
$529K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
18KNew |
$1.27M - $1.45M
|
18K
$501K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
17.9K+ 11.34% |
$1.27M - $1.45M
|
176K
$4.91M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.9K+ 3.25% |
$1.26M - $1.45M
|
569K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 77.38% |
$1.24M - $1.42M
|
40.3K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.3K+ 4.59% |
$1.22M - $1.4M
|
394K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16.8K+ 6.19% |
$1.19M - $1.36M
|
289K
$8.06M
|