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 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-16.7K- 6.13% |
$1.02M - $1.28M
|
256K
$7.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-16.9K- 5.62% |
$1.03M - $1.29M
|
284K
$8.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.4K- 35.3% |
$1.06M - $1.33M
|
31.8K
$906K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.5K- 3.54% |
$1.07M - $1.34M
|
478K
$13.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-18.5K- 4.55% |
$1.13M - $1.42M
|
389K
$11.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.9K- 2.56% |
$1.15M - $1.44M
|
721K
$20.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.6K- 1.85% |
$1.2M - $1.5M
|
1.04M
$29.7M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20.1K- 39.48% |
$1.22M - $1.53M
|
30.8K
$877K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.7K- 34.21% |
$1.26M - $1.58M
|
39.8K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-20.9K- 63.96% |
$1.28M - $1.6M
|
11.8K
$336K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 2.37% |
$1.36M - $1.7M
|
917K
$26.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 38.48% |
$1.44M - $1.81M
|
37.9K
$1.08M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.1K- 13.63% |
$1.47M - $1.84M
|
153K
$4.35M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24.3K- 85.95% |
$1.48M - $1.85M
|
3.97K
$113K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25.1K- 67.67% |
$1.53M - $1.92M
|
12K
$342K
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-27.3K- 20.97% |
$1.67M - $2.09M
|
103K
$2.94M
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-29.8K- 37.43% |
$1.82M - $2.28M
|
49.9K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30.5K- 48.25% |
$1.86M - $2.33M
|
32.7K
$931K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-31KClosed |
$1.89M - $2.37M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 9.68% |
$2.01M - $2.52M
|
308K
$8.78M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.5K- 89.06% |
$2.04M - $2.56M
|
4.11K
$117K
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-36.6K- 48.47% |
$2.23M - $2.8M
|
38.9K
$1.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.4K- 30.11% |
$2.28M - $2.86M
|
86.8K
$2.47M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.3K- 29.77% |
$2.88M - $3.61M
|
112K
$3.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.8K- 22.1% |
$2.91M - $3.65M
|
168K
$4.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 2.69% |
$2.95M - $3.7M
|
1.75M
$49.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-78.4K- 98.99% |
$4.78M - $5.99M
|
800
$22.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-79.5K- 97.59% |
$4.84M - $6.07M
|
1.96K
$55.8K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-88.1K- 26.81% |
$5.36M - $6.73M
|
240K
$6.85M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-92KClosed |
$5.6M - $7.03M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-93KClosed |
$5.66M - $7.1M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-94.3K- 9.1% |
$5.74M - $7.2M
|
942K
$26.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 37.45% |
$6.7M - $8.4M
|
184K
$5.23M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-119K- 3.32% |
$7.25M - $9.09M
|
3.47M
$98.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-122K- 18.54% |
$7.41M - $9.29M
|
534K
$15.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
SELL
|
- |
-128K- 88.28% |
$7.81M - $9.8M
|
17K
$485K
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-173KClosed |
$10.5M - $13.2M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-177KClosed |
$10.8M - $13.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-203K- 99.89% |
$12.4M - $15.5M
|
214
$6.09K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-219K- 23.56% |
$13.3M - $16.7M
|
710K
$20.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-234K- 58.32% |
$14.3M - $17.9M
|
167K
$4.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-379K- 96.23% |
$23.1M - $28.9M
|
14.8K
$423K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-458K- 35.57% |
$27.9M - $35M
|
829K
$23.6M
|