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 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.2K+ 9.48% |
$1.14M - $1.31M
|
187K
$5.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
16.2K+ 1.21% |
$1.14M - $1.31M
|
1.35M
$38.4M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15.3K+ 607.65% |
$1.08M - $1.24M
|
17.8K
$508K
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15.3K+ 17.84% |
$1.08M - $1.24M
|
101K
$2.88M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$1.04M - $1.2M
|
14.8K
$421K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
14.8K+ 6.0% |
$1.04M - $1.19M
|
261K
$7.43M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.6K+ 4.48% |
$1.03M - $1.18M
|
341K
$9.7M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
14.4K+ 1332.28% |
$1.01M - $1.16M
|
15.4K
$440K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.1K+ 8.7% |
$999K - $1.14M
|
177K
$5.03M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
13.3KNew |
$939K - $1.07M
|
13.3K
$378K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.1K+ 44.62% |
$925K - $1.06M
|
42.4K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13KNew |
$918K - $1.05M
|
13K
$370K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
12.9KNew |
$914K - $1.05M
|
12.9K
$368K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
12.7K+ 5.41% |
$899K - $1.03M
|
248K
$7.06M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.5K+ 9.79% |
$886K - $1.01M
|
141K
$4.01M
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
12.3K+ 29.56% |
$871K - $997K
|
54K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 473.07% |
$866K - $992K
|
14.9K
$423K
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
11.8K+ 4.81% |
$830K - $951K
|
256K
$7.29M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11.6K+ 5.89% |
$820K - $938K
|
209K
$5.94M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$799K - $914K
|
11.3K
$322K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.3KNew |
$797K - $912K
|
11.3K
$321K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 8.89% |
$783K - $896K
|
136K
$3.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.8K+ 7.85% |
$760K - $870K
|
148K
$4.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
10.5KNew |
$742K - $850K
|
10.5K
$299K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.2K+ 23.64% |
$724K - $829K
|
53.6K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.2K+ 5.88% |
$721K - $826K
|
184K
$5.23M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.95K+ 5.72% |
$703K - $805K
|
184K
$5.23M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
9.86K+ 6.43% |
$697K - $798K
|
163K
$4.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.65K+ 21.43% |
$682K - $781K
|
54.7K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
9.39KNew |
$663K - $760K
|
9.39K
$267K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8.66K+ 9.29% |
$612K - $701K
|
102K
$2.9M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.34K+ 1.59% |
$589K - $675K
|
535K
$15.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
8.09K+ 25.21% |
$572K - $655K
|
40.2K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
8.08K+ 3.43% |
$571K - $653K
|
243K
$6.93M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.02K+ 5.72% |
$567K - $649K
|
148K
$4.22M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.86KNew |
$555K - $636K
|
7.86K
$224K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.83K+ 4.14% |
$553K - $634K
|
197K
$5.61M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.75KNew |
$548K - $627K
|
7.75K
$221K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.44K+ 8.23% |
$525K - $602K
|
97.8K
$2.79M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
7.14KNew |
$504K - $577K
|
7.14K
$203K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 3.39% |
$501K - $574K
|
216K
$6.16M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7.05K+ 4.46% |
$498K - $570K
|
165K
$4.7M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.03KNew |
$497K - $569K
|
7.03K
$200K
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
6.97KNew |
$492K - $564K
|
6.97K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.91K+ 4.98% |
$488K - $559K
|
146K
$4.15M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
6.62K+ 21.34% |
$468K - $536K
|
37.7K
$1.07M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.62KNew |
$468K - $536K
|
6.62K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.49K+ 8.49% |
$458K - $525K
|
82.9K
$2.36M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.44K+ 51.63% |
$455K - $521K
|
18.9K
$538K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.35K+ 2.35% |
$449K - $513K
|
276K
$7.86M
|