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
Wescap Management Group, Inc.

Glendale, CA
SELL
 -
-2.22K
- 2.96%
$135K - $170K
72.9K $2.08M
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-2.41K
- 1.46%
$147K - $184K
163K $4.65M
Aug 15, 2022 Q2 2022
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-2.42K
- 1.2%
$148K - $185K
199K $5.67M
Jul 13, 2022 Q2 2022
Keystone Wealth Services, LLC

SELL
 -
-2.44K
- 37.0%
$148K - $186K
4.15K $118K
Aug 04, 2022 Q2 2022
Sawgrass Asset Management LLC

SELL
 -
-2.45K
- 12.52%
$149K - $187K
17.1K $487K
Aug 03, 2022 Q2 2022
St. Johns Investment Management Company, LLC

SELL
 -
-2.62K
- 2.11%
$160K - $200K
122K $3.46M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

SELL
 -
-2.64K
- 11.93%
$161K - $202K
19.5K $555K
Jul 27, 2022 Q2 2022
Bellecapital International Ltd.

SELL
 -
-2.64K
Closed
$161K - $202K
0 $0
Jul 27, 2022 Q2 2022
Shaker Investments LLC

SELL
 -
-2.65K
Closed
$161K - $202K
0 $0
Jul 11, 2022 Q2 2022
Financial Management Network Inc

SELL
 -
-2.65K
Closed
$161K - $203K
0 $0
Jul 20, 2022 Q2 2022
Next Capital Management LLC

SELL
 -
-2.69K
Closed
$164K - $205K
0 $0
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-2.7K
Closed
$164K - $206K
0 $0
Jul 28, 2022 Q2 2022
Manchester Financial Inc

SELL
 -
-2.72K
- 1.06%
$166K - $208K
253K $7.21M
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-2.76K
Closed
$168K - $211K
0 $0
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-2.79K
Closed
$170K - $213K
0 $0
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.81K
- 15.0%
$171K - $215K
15.9K $454K
Jul 20, 2022 Q2 2022
Capital Insight Partners, LLC

SELL
 -
-2.85K
Closed
$174K - $218K
0 $0
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-2.87K
Closed
$175K - $220K
0 $0
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-2.93K
- 5.25%
$178K - $224K
52.9K $1.51M
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2.94K
- 32.99%
$179K - $224K
5.96K $170K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
SELL
 -
-2.94K
- 2.55%
$179K - $225K
113K $3.21M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.98K
Closed
$182K - $228K
0 $0
Aug 15, 2022 Q2 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-3.03K
- 24.43%
$184K - $231K
9.36K $267K
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-3.04K
Closed
$185K - $232K
0 $0
Jul 25, 2022 Q2 2022
Bnc Wealth Management, LLC

SELL
 -
-3.04K
Closed
$185K - $232K
0 $0
Jul 13, 2022 Q2 2022
Retirement Planning Group

SELL
 -
-3.07K
Closed
$187K - $234K
0 $0
Aug 15, 2022 Q2 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-3.09K
Closed
$188K - $236K
0 $0
Aug 04, 2022 Q2 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-3.1K
Closed
$189K - $237K
0 $0
Aug 03, 2022 Q2 2022
Columbia Advisory Partners LLC

SELL
 -
-3.11K
Closed
$189K - $238K
0 $0
Aug 05, 2022 Q2 2022
Staley Capital Advisers Inc

SELL
 -
-3.18K
Closed
$193K - $243K
0 $0
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-3.21K
Closed
$195K - $245K
0 $0
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-3.29K
- 78.04%
$200K - $251K
926 $26.4K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

SELL
 -
-3.31K
Closed
$201K - $253K
0 $0
Jul 18, 2022 Q2 2022
Tfo Tdc, LLC

SELL
 -
-3.32K
Closed
$202K - $254K
0 $0
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-3.35K
- 28.38%
$204K - $256K
8.45K $241K
Jul 26, 2022 Q2 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-3.4K
- 29.09%
$207K - $259K
8.28K $236K
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-3.4K
- 4.01%
$207K - $260K
81.4K $2.32M
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

SELL
 -
-3.43K
- 3.63%
$209K - $262K
90.8K $2.59M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-3.53K
Closed
$215K - $269K
0 $0
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-3.56K
- 11.04%
$217K - $272K
28.7K $816K
Jul 27, 2022 Q2 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-3.56K
- 2.92%
$217K - $272K
118K $3.37M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-3.56K
- 41.05%
$217K - $272K
5.11K $146K
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-3.6K
- 5.55%
$219K - $275K
61.2K $1.74M
Jul 20, 2022 Q2 2022
Ledge Wealth Management, Inc.

SELL
 -
-3.62K
- 51.89%
$220K - $276K
3.35K $95.5K
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

SELL
 -
-3.62K
- 3.36%
$221K - $277K
104K $2.97M
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-3.63K
- 8.91%
$221K - $277K
37.1K $1.06M
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

SELL
 -
-3.75K
Closed
$228K - $286K
0 $0
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-3.81K
- 10.04%
$232K - $291K
34.1K $972K
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-4.02K
- 7.71%
$245K - $307K
48.1K $1.37M

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