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
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

SELL
 -
-309
- 6.89%
$18.8K - $23.6K
4.18K $119K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

SELL
 -
-312
- 0.82%
$19K - $23.8K
37.9K $1.08M
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

SELL
 -
-318
- 1.45%
$19.4K - $24.3K
21.6K $614K
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-321
- 1.54%
$19.6K - $24.5K
20.5K $584K
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

SELL
 -
-321
- 1.54%
$19.6K - $24.5K
20.5K $584K
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-323
- 1.65%
$19.7K - $24.7K
19.2K $547K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-325
- 1.32%
$19.8K - $24.8K
24.4K $694K
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

SELL
 -
-327
- 0.55%
$19.9K - $25K
59.3K $1.69M
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-331
Closed
$20.2K - $25.3K
0 $0
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-340
- 2.79%
$20.7K - $26K
11.8K $337K
Jul 21, 2022 Q2 2022
Bowling Portfolio Management LLC

SELL
 -
-341
- 2.75%
$20.8K - $26.1K
12.1K $344K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-347
- 4.69%
$21.1K - $26.5K
7.05K $201K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-359
- 28.33%
$21.9K - $27.4K
908 $25.9K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-361
- 2.16%
$22K - $27.6K
16.4K $466K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-363
- 9.53%
$22.1K - $27.7K
3.45K $98.1K
Jul 29, 2022 Q2 2022
Albion Financial Group

SELL
 -
-364
- 5.24%
$22.2K - $27.8K
6.59K $188K
Jul 22, 2022 Q2 2022
Asset Planning Services Inc

SELL
 -
-370
- 6.22%
$22.5K - $28.3K
5.58K $159K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-375
- 0.96%
$22.8K - $28.7K
38.6K $1.1M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

SELL
 -
-411
- 31.16%
$25K - $31.4K
908 $25.9K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-418
- 52.05%
$25.5K - $31.9K
385 $11K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-421
- 2.61%
$25.6K - $32.2K
15.7K $447K
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-424
- 12.56%
$25.8K - $32.4K
2.95K $84.1K
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

SELL
 -
-424
- 0.24%
$25.8K - $32.4K
176K $5.02M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-427
- 2.26%
$26K - $32.6K
18.5K $526K
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-453
- 7.12%
$27.6K - $34.6K
5.91K $168K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-455
- 6.3%
$27.7K - $34.8K
6.77K $193K
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-466
- 6.8%
$28.4K - $35.6K
6.39K $182K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-467
- 18.81%
$28.4K - $35.7K
2.02K $57.4K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-498
- 4.2%
$30.3K - $38K
11.3K $323K
Jul 14, 2022 Q2 2022
Newman & Schimel, LLC

SELL
 -
-513
- 8.31%
$31.2K - $39.2K
5.66K $161K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-518
- 4.43%
$31.6K - $39.6K
11.2K $318K
Jul 28, 2022 Q2 2022
Fulton Breakefield Broenniman LLC

SELL
 -
-521
- 2.31%
$31.7K - $39.8K
22K $626K
Jul 29, 2022 Q2 2022
Madden Advisory Services, Inc.

SELL
 -
-526
- 1.15%
$32K - $40.2K
45.4K $1.29M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-545
- 11.17%
$33.2K - $41.6K
4.34K $123K
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-555
- 0.93%
$33.8K - $42.4K
58.9K $1.68M
Jul 18, 2022 Q2 2022
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-608
- 1.27%
$37K - $46.5K
47.2K $1.34M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-655
- 2.37%
$39.9K - $50K
27K $769K
Jul 25, 2022 Q2 2022
Brightworth

SELL
 -
-662
- 1.22%
$40.3K - $50.6K
53.5K $1.53M
Aug 04, 2022 Q2 2022
Duncker Streett & CO Inc

SELL
 -
-673
- 25.57%
$41K - $51.4K
1.96K $55.8K
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-676
- 10.93%
$41.2K - $51.6K
5.51K $157K
Aug 03, 2022 Q2 2022
Strategic Financial Planning, Inc.

SELL
 -
-696
- 2.87%
$42.4K - $53.2K
23.5K $671K
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-697
- 3.03%
$42.5K - $53.3K
22.3K $636K
Jul 18, 2022 Q2 2022
Warren Street Wealth Advisors, LLC

SELL
 -
-702
- 8.23%
$42.8K - $53.6K
7.82K $223K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

SELL
 -
-703
- 3.81%
$42.8K - $53.7K
17.8K $506K
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-707
- 0.44%
$43.1K - $54K
160K $4.57M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-718
- 0.25%
$43.7K - $54.9K
288K $8.19M
Jul 27, 2022 Q2 2022
Columbus Macro, LLC

SELL
 -
-753
- 6.65%
$45.9K - $57.5K
10.6K $301K
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-758
- 4.34%
$46.2K - $57.9K
16.7K $476K
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-769
- 0.43%
$46.8K - $58.8K
176K $5.02M

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