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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-211- 2.01% |
$14.9K - $17.1K
|
10.3K
$293K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-226- 1.96% |
$16K - $18.3K
|
11.3K
$323K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-229- 1.93% |
$16.2K - $18.5K
|
11.6K
$332K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-229- 3.19% |
$16.2K - $18.5K
|
6.95K
$198K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-238- 1.02% |
$16.8K - $19.3K
|
23.1K
$658K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-240- 6.04% |
$17K - $19.4K
|
3.73K
$106K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-242- 2.37% |
$17.1K - $19.6K
|
9.95K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-254- 2.1% |
$17.9K - $20.5K
|
11.8K
$337K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-262- 1.59% |
$18.5K - $21.2K
|
16.2K
$463K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-269- 1.48% |
$19K - $21.8K
|
17.9K
$511K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-286- 0.19% |
$20.2K - $23.1K
|
152K
$4.34M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-287- 0.3% |
$20.3K - $23.2K
|
96.2K
$2.74M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-291- 6.09% |
$20.6K - $23.5K
|
4.49K
$128K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-303Closed |
$21.4K - $24.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-308- 3.86% |
$21.8K - $24.9K
|
7.67K
$218K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-308- 1.78% |
$21.8K - $24.9K
|
17K
$483K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 0.71% |
$23.8K - $27.3K
|
46.9K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-339Closed |
$24K - $27.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-342- 0.2% |
$24.2K - $27.7K
|
169K
$4.81M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-353- 5.25% |
$24.9K - $28.6K
|
6.37K
$181K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-364- 1.83% |
$25.7K - $29.4K
|
19.5K
$556K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-374Closed |
$26.4K - $30.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-376Closed |
$26.6K - $30.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-382- 6.29% |
$27K - $30.9K
|
5.69K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-390- 1.47% |
$27.6K - $31.5K
|
26.1K
$745K
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-393- 8.85% |
$27.8K - $31.8K
|
4.05K
$115K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-397- 5.53% |
$28.1K - $32.1K
|
6.78K
$193K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-419- 1.81% |
$29.6K - $33.9K
|
22.7K
$646K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-419- 1.81% |
$29.6K - $33.9K
|
22.7K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-432- 1.02% |
$30.5K - $34.9K
|
41.9K
$1.19M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-435- 0.86% |
$30.7K - $35.2K
|
50.2K
$1.43M
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-443- 2.48% |
$31.3K - $35.8K
|
17.4K
$496K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-445- 4.01% |
$31.4K - $36K
|
10.6K
$303K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-445- 3.47% |
$31.4K - $36K
|
12.4K
$353K
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-459- 6.92% |
$32.4K - $37.1K
|
6.18K
$176K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-473- 1.45% |
$33.4K - $38.3K
|
32.2K
$917K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-482- 37.83% |
$34.1K - $39K
|
792
$22.6K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-491- 0.9% |
$34.7K - $39.7K
|
54K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-498- 5.61% |
$35.2K - $40.3K
|
8.39K
$239K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-500- 5.36% |
$35.3K - $40.4K
|
8.83K
$251K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-524- 3.79% |
$37K - $42.4K
|
13.3K
$379K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-525- 2.1% |
$37.1K - $42.5K
|
24.5K
$698K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-527- 5.42% |
$37.2K - $42.6K
|
9.2K
$262K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-537- 15.11% |
$37.9K - $43.4K
|
3.02K
$85.9K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-539- 1.43% |
$38.1K - $43.6K
|
37K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-546- 6.31% |
$38.6K - $44.2K
|
8.11K
$231K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-557- 3.04% |
$39.4K - $45.1K
|
17.8K
$506K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-562Closed |
$39.7K - $45.5K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-563- 0.09% |
$39.8K - $45.5K
|
598K
$17M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-570- 11.98% |
$40.3K - $46.1K
|
4.19K
$119K
|