Purchases and Sales Made in Q2 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 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 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-787- 2.63% |
$47.9K - $60.1K
|
29.1K
$829K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-790- 3.1% |
$48.1K - $60.4K
|
24.7K
$704K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-800- 0.44% |
$48.7K - $61.1K
|
181K
$5.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-804- 8.08% |
$49K - $61.4K
|
9.14K
$260K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-806Closed |
$49.1K - $61.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-811- 18.12% |
$49.4K - $62K
|
3.66K
$104K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-846- 2.02% |
$51.5K - $64.6K
|
41K
$1.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-857- 3.59% |
$52.2K - $65.5K
|
23K
$655K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-865- 47.09% |
$52.7K - $66.1K
|
972
$27.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-930- 2.04% |
$56.6K - $71.1K
|
44.6K
$1.27M
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-968- 19.86% |
$59K - $74K
|
3.91K
$111K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-1K- 4.69% |
$61K - $76.5K
|
20.4K
$580K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.03KClosed |
$62.9K - $78.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.04K- 6.59% |
$63.2K - $79.2K
|
14.7K
$419K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 1.95% |
$64.9K - $81.4K
|
53.6K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 32.34% |
$65K - $81.5K
|
2.23K
$63.6K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.08K- 3.37% |
$65.5K - $82.1K
|
30.8K
$877K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.09K- 2.01% |
$66.2K - $83K
|
52.9K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.22K- 2.59% |
$74.1K - $92.9K
|
45.7K
$1.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.23K- 1.44% |
$74.6K - $93.6K
|
84K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.24KClosed |
$75.5K - $94.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 20.92% |
$76.9K - $96.5K
|
4.77K
$136K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.26K- 3.16% |
$76.9K - $96.5K
|
38.7K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 80.35% |
$79.2K - $99.3K
|
318
$9.06K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.33K- 13.86% |
$81.1K - $102K
|
8.28K
$236K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.34K- 14.29% |
$81.7K - $103K
|
8.05K
$229K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.38K- 1.4% |
$84.2K - $106K
|
97.6K
$2.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.39K- 2.6% |
$84.7K - $106K
|
52.2K
$1.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 24.17% |
$88.4K - $111K
|
4.55K
$130K
|
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.57K- 2.66% |
$95.4K - $120K
|
57.4K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.57K- 12.93% |
$95.5K - $120K
|
10.6K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.59K- 4.99% |
$97K - $122K
|
30.3K
$863K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.65K- 47.45% |
$100K - $126K
|
1.82K
$51.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.67K- 16.9% |
$101K - $127K
|
8.19K
$233K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.72K- 8.22% |
$105K - $131K
|
19.2K
$546K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.72K- 4.86% |
$105K - $132K
|
33.7K
$959K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.73K- 4.52% |
$105K - $132K
|
36.5K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.8K- 6.22% |
$110K - $137K
|
27.1K
$772K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.84K- 5.47% |
$112K - $140K
|
31.7K
$904K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.86K- 17.71% |
$113K - $142K
|
8.65K
$246K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 2.22% |
$114K - $142K
|
82.2K
$2.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.87K- 5.96% |
$114K - $143K
|
29.5K
$840K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.88K- 19.47% |
$114K - $143K
|
7.77K
$221K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.88K- 11.83% |
$115K - $144K
|
14K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 1.49% |
$127K - $160K
|
139K
$3.95M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.1K- 2.28% |
$128K - $161K
|
90K
$2.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.15K- 12.12% |
$131K - $164K
|
15.6K
$443K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 2.63% |
$132K - $165K
|
80K
$2.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.19K- 0.15% |
$134K - $168K
|
1.42M
$40.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-2.19K- 1.03% |
$134K - $168K
|
211K
$6M
|