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 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
8+ 0.01% |
$565 - $647
|
63.6K
$1.81M
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8New |
$565 - $647
|
8
$228
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
7+ 0.12% |
$495 - $566
|
5.7K
$162K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
7+ 0.1% |
$495 - $566
|
7.16K
$204K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
6+ 0.03% |
$424 - $485
|
20.9K
$595K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 2.55% |
$424 - $485
|
241
$6.86K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.12% |
$353 - $404
|
4.09K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.1% |
$353 - $404
|
4.83K
$138K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.36% |
$353 - $404
|
1.4K
$39.9K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.15% |
$283 - $324
|
2.63K
$75K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.18% |
$283 - $324
|
2.25K
$64K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
4+ 0.06% |
$283 - $324
|
6.86K
$195K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.15% |
$212 - $243
|
2.06K
$58.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.24% |
$212 - $243
|
1.24K
$35.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.32% |
$212 - $243
|
932
$26.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.11% |
$212 - $243
|
2.65K
$75.4K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.02% |
$141 - $162
|
11.4K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.33% |
$141 - $162
|
604
$17.2K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.05% |
$141 - $162
|
3.82K
$109K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.28% |
$141 - $162
|
709
$20.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.69% |
$70.7 - $80.9
|
60
$1.71K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.16% |
$70.7 - $80.9
|
636
$18.1K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.28% |
$70.7 - $80.9
|
356
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$70.7 - $80.9
|
4.2K
$120K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$70.7 - $80.9
|
5.04K
$143K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$70.7 - $80.9
|
16.2K
$461K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.03% |
$70.7 - $80.9
|
3.18K
$90.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$70.7 - $80.9
|
5.35K
$152K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.29% |
$70.7 - $80.9
|
350
$9.97K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2Closed |
$141 - $162
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2- 0.7% |
$141 - $162
|
283
$8.06K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4- 1.14% |
$283 - $324
|
346
$9.85K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.03% |
$353 - $404
|
16.7K
$476K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-5- 3.01% |
$353 - $404
|
161
$4.59K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-6- 0.18% |
$424 - $485
|
3.31K
$94.2K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$919 - $1.05K
|
10.2K
$290K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15- 0.05% |
$1.06K - $1.21K
|
29.4K
$838K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-15- 2.12% |
$1.06K - $1.21K
|
691
$19.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-17- 0.16% |
$1.2K - $1.38K
|
10.7K
$305K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-25Closed |
$1.77K - $2.02K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-26- 0.8% |
$1.84K - $2.1K
|
3.21K
$91.4K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-27- 0.27% |
$1.91K - $2.18K
|
9.85K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 2.16% |
$1.98K - $2.26K
|
1.27K
$36.1K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29- 0.25% |
$2.05K - $2.35K
|
11.8K
$335K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 0.42% |
$2.12K - $2.43K
|
7.06K
$201K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-34- 9.32% |
$2.4K - $2.75K
|
331
$9.43K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-35- 0.3% |
$2.47K - $2.83K
|
11.5K
$327K
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-35- 0.69% |
$2.47K - $2.83K
|
5.05K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-36- 1.07% |
$2.54K - $2.91K
|
3.32K
$94.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-38- 58.46% |
$2.69K - $3.07K
|
27
$769
|