Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.25M
+ 29.59%
$198M - $249M
14.3M $406M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.34M
+ 34.01%
$142M - $178M
9.2M $262M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
404K
+ 49.2%
$24.6M - $30.8M
1.22M $34.9M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
234K
New
$14.3M - $17.9M
234K $6.68M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
214K
+ 19.79%
$13M - $16.4M
1.3M $36.9M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
203K
+ 94788.32%
$12.4M - $15.5M
203K $5.78M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
201K
+ 22.25%
$12.2M - $15.4M
1.1M $31.4M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
127K
+ 30.51%
$7.71M - $9.68M
542K $15.4M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
127K
+ 30.51%
$7.71M - $9.68M
542K $15.4M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
120K
+ 74.84%
$7.31M - $9.17M
280K $7.98M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
88.2K
+ 458.11%
$5.37M - $6.74M
107K $3.06M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
83K
+ 182.85%
$5.06M - $6.34M
128K $3.66M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
78.7K
+ 4.69%
$4.8M - $6.02M
1.76M $50.1M
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
67.1K
New
$4.09M - $5.13M
67.1K $1.91M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
58.4K
New
$3.56M - $4.46M
58.4K $1.66M
Jul 22, 2022 Q2 2022
Legacy Wealth Management, Inc

BUY
 -
55.5K
+ 4.12%
$3.38M - $4.24M
1.4M $39.9M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
54.4K
+ 9.31%
$3.31M - $4.16M
639K $18.2M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
48.5K
+ 14.67%
$2.95M - $3.7M
379K $10.8M
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
47K
+ 124.92%
$2.86M - $3.59M
84.6K $2.41M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
38K
New
$2.31M - $2.9M
38K $1.08M
Aug 01, 2022 Q2 2022
Argent Capital Management LLC

BUY
 -
36.5K
New
$2.23M - $2.79M
36.5K $1.04M
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
36.4K
+ 66.54%
$2.22M - $2.78M
91.1K $2.59M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
35.1K
+ 53.47%
$2.14M - $2.68M
101K $2.87M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
34.9K
+ 2.78%
$2.13M - $2.67M
1.29M $36.8M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
34.9K
+ 6.72%
$2.12M - $2.67M
554K $15.8M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
34.2K
+ 13.19%
$2.08M - $2.61M
294K $8.36M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
31.4K
+ 78.15%
$1.91M - $2.4M
71.6K $2.04M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
28.7K
+ 82.02%
$1.75M - $2.19M
63.6K $1.81M
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
24.5K
+ 9.89%
$1.49M - $1.87M
272K $7.76M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
24.4K
New
$1.49M - $1.87M
24.4K $696K
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
23.2K
+ 85.34%
$1.41M - $1.77M
50.4K $1.44M
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
21.9K
+ 11.13%
$1.33M - $1.67M
219K $6.23M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
21.6K
New
$1.32M - $1.65M
21.6K $615K
Jul 20, 2022 Q2 2022
First Pacific Financial

BUY
 -
21K
+ 294.8%
$1.28M - $1.61M
28.2K $803K
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
20.7K
+ 30.22%
$1.26M - $1.58M
89.2K $2.54M
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

BUY
 -
19.7K
+ 58.42%
$1.2M - $1.5M
53.4K $1.52M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.2K
+ 3.31%
$1.17M - $1.47M
601K $17.1M
Aug 05, 2022 Q2 2022
Gilbert & Cook, Inc.

BUY
 -
19.1K
New
$1.16M - $1.46M
19.1K $544K
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
18.3K
+ 11.41%
$1.11M - $1.4M
178K $5.08M
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
17.9K
+ 11.03%
$1.09M - $1.37M
180K $5.12M
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
17.6K
+ 4.69%
$1.07M - $1.34M
393K $11.2M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
16.7K
+ 5.7%
$1.02M - $1.28M
310K $8.83M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
16.5K
New
$1.01M - $1.26M
16.5K $471K
Aug 15, 2022 Q2 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
16.1K
New
$984K - $1.23M
16.1K $460K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
15.9K
+ 12.07%
$971K - $1.22M
148K $4.22M
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
15.6K
+ 97.59%
$948K - $1.19M
31.5K $898K
Jul 19, 2022 Q2 2022
Diversified, LLC

BUY
 -
15.1K
+ 116.83%
$920K - $1.15M
28K $799K
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
14.2K
+ 1037.59%
$866K - $1.09M
15.6K $444K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
13.9K
+ 2.03%
$849K - $1.06M
699K $19.9M

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