Purchases and Sales Made in Q1 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 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 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-3.79K
- 1.27%
$268K - $307K
294K $8.36M
May 10, 2022 Q1 2022
Cordant, Inc.

Portland, OR
SELL
 -
-3.81K
- 24.13%
$269K - $308K
12K $341K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-4.01K
Closed
$283K - $324K
0 $0
Apr 14, 2022 Q1 2022
Flower City Capital

SELL
 -
-4.02K
- 9.5%
$284K - $325K
38.3K $1.09M
May 06, 2022 Q1 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-4.27K
- 6.69%
$301K - $345K
59.4K $1.69M
Aug 31, 2022 Q1 2022
Acute Investment Advisory, LLC

Mesa, AZ
SELL
 -
-4.28K
Closed
$302K - $346K
0 $0
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-4.32K
- 99.49%
$305K - $350K
22 $627
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

SELL
 -
-4.36K
- 5.42%
$308K - $352K
76K $2.17M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.39K
- 1.52%
$310K - $355K
285K $8.11M
May 05, 2022 Q1 2022
Strategic Financial Planning, Inc.

SELL
 -
-4.49K
- 15.62%
$317K - $363K
24.2K $690K
Apr 15, 2022 Q1 2022
Seven Bridge Financial Group, LLC

SELL
 -
-4.59K
Closed
$324K - $371K
0 $0
May 09, 2022 Q1 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-4.9K
- 7.19%
$346K - $396K
63.2K $1.8M
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-5.16K
- 24.49%
$364K - $417K
15.9K $453K
Apr 28, 2022 Q1 2022
Bcs Wealth Management

SELL
 -
-5.16K
- 14.6%
$365K - $418K
30.2K $860K
May 09, 2022 Q1 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-5.36K
- 0.32%
$379K - $434K
1.68M $47.8M
Apr 26, 2022 Q1 2022
Northern Capital Management, Inc.

SELL
 -
-5.96K
- 4.37%
$421K - $482K
130K $3.71M
Apr 14, 2022 Q1 2022
Minot Wealth Management LLC

SELL
 -
-6K
- 16.22%
$424K - $485K
31K $883K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-6.11K
- 55.6%
$432K - $494K
4.88K $139K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-6.46K
- 4.61%
$457K - $523K
134K $3.81M
May 09, 2022 Q1 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-6.47K
- 43.06%
$457K - $523K
8.56K $244K
Apr 29, 2022 Q1 2022
Brightworth

SELL
 -
-6.56K
- 10.79%
$463K - $530K
54.2K $1.54M
Apr 25, 2022 Q1 2022
Harbor Group, Inc.

SELL
 -
-6.64K
- 3.61%
$469K - $537K
177K $5.05M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-6.89K
Closed
$487K - $558K
0 $0
Mar 28, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-6.97K
- 58.87%
$493K - $564K
4.87K $139K
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

SELL
 -
-7.69K
Closed
$543K - $622K
0 $0
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

SELL
 -
-8.19K
- 4.16%
$579K - $663K
189K $5.37M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-8.34K
- 14.58%
$589K - $674K
48.8K $1.39M
May 12, 2022 Q1 2022
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-9.14K
- 5.45%
$646K - $739K
159K $4.52M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-9.21K
- 1.33%
$650K - $745K
685K $19.5M
May 03, 2022 Q1 2022
Fort Pitt Capital Group, LLC

SELL
 -
-9.62K
Closed
$680K - $778K
0 $0
May 11, 2022 Q1 2022
Advisor Os, LLC

SELL
 -
-10.1K
Closed
$710K - $813K
0 $0
May 09, 2022 Q1 2022
Ulland Investment Advisors, LLC

SELL
 -
-10.1K
- 18.13%
$712K - $815K
45.5K $1.3M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-10.6K
- 11.2%
$749K - $857K
84K $2.39M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-10.7K
- 43.4%
$759K - $869K
14K $399K
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-10.8K
- 59.67%
$762K - $872K
7.29K $207K
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-11K
Closed
$778K - $891K
0 $0
May 16, 2022 Q1 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-11.1K
- 17.95%
$787K - $900K
50.9K $1.45M
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-11.3K
- 79.08%
$797K - $912K
2.98K $84.9K
Apr 27, 2022 Q1 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-11.9K
- 3.09%
$844K - $967K
375K $10.7M
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

SELL
 -
-12.1K
- 14.54%
$853K - $977K
71K $2.02M
May 11, 2022 Q1 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-12.2K
- 17.09%
$859K - $983K
59K $1.68M
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-12.4K
- 19.64%
$873K - $1M
50.6K $1.44M
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-14.7K
Closed
$1.04M - $1.19M
0 $0
May 02, 2022 Q1 2022
Hudock, Inc.

SELL
 -
-15.3K
- 91.75%
$1.08M - $1.24M
1.38K $39.2K
Apr 13, 2022 Q1 2022
Transparent Wealth Partners LLC

Little Rock, AR
SELL
 -
-16.3K
Closed
$1.15M - $1.32M
0 $0
May 02, 2022 Q1 2022
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-16.3K
- 8.64%
$1.15M - $1.32M
173K $4.92M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-16.7K
- 26.5%
$1.18M - $1.35M
46.4K $1.32M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-17.3K
- 27.9%
$1.22M - $1.4M
44.6K $1.27M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-17.3K
- 20.87%
$1.22M - $1.4M
65.6K $1.87M

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