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 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$823K - $1.03M
|
13.5K
$385K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.2K+ 25.78% |
$802K - $1.01M
|
64.2K
$1.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
13KNew |
$790K - $991K
|
13K
$369K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
12.8K+ 63.11% |
$781K - $980K
|
33.1K
$944K
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
12.7K+ 12.57% |
$774K - $971K
|
114K
$3.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.6K+ 5.77% |
$769K - $965K
|
232K
$6.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
12.4K+ 2.32% |
$754K - $946K
|
547K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
12.4K+ 11.92% |
$753K - $944K
|
116K
$3.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.2K+ 6.53% |
$744K - $934K
|
199K
$5.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 6279.38% |
$742K - $931K
|
12.4K
$352K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
12.1K+ 60.26% |
$736K - $924K
|
32.2K
$916K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 28.34% |
$733K - $919K
|
54.5K
$1.55M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12KNew |
$730K - $915K
|
12K
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.7K+ 61.49% |
$710K - $890K
|
30.6K
$872K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 1.18% |
$693K - $869K
|
974K
$27.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
11.3KNew |
$686K - $861K
|
11.3K
$321K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
10.9K+ 29.35% |
$667K - $837K
|
48.3K
$1.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.6KNew |
$643K - $807K
|
10.6K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 13.6% |
$622K - $780K
|
85.2K
$2.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
10.2K+ 4.31% |
$621K - $779K
|
247K
$7.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10K+ 17.3% |
$610K - $765K
|
67.9K
$1.93M
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
9.96K+ 3.82% |
$607K - $761K
|
271K
$7.71M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.96KNew |
$606K - $761K
|
9.96K
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
9.86KNew |
$600K - $753K
|
9.86K
$281K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
9.63KNew |
$586K - $735K
|
9.63K
$274K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.36K+ 40.37% |
$570K - $715K
|
32.5K
$927K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.28K+ 14.55% |
$565K - $709K
|
73.1K
$2.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
9.23K+ 4.02% |
$562K - $705K
|
239K
$6.8M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
9.13KNew |
$556K - $698K
|
9.13K
$260K
|
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.89K+ 13.58% |
$541K - $679K
|
74.3K
$2.12M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.88K+ 6.2% |
$541K - $678K
|
152K
$4.33M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.36K+ 12.58% |
$509K - $638K
|
74.8K
$2.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.95K+ 42.13% |
$484K - $608K
|
26.8K
$764K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.6K+ 10.0% |
$463K - $581K
|
83.6K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.57K+ 16.96% |
$461K - $579K
|
52.2K
$1.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.39K+ 22.38% |
$450K - $565K
|
40.4K
$1.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
7.04K+ 53.02% |
$429K - $538K
|
20.3K
$579K
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
6.95K+ 3.13% |
$423K - $531K
|
229K
$6.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
6.92K+ 15.05% |
$421K - $529K
|
52.9K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.91K+ 1.7% |
$421K - $528K
|
414K
$11.8M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
6.77K+ 17.98% |
$412K - $517K
|
44.4K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.76K+ 15.91% |
$411K - $516K
|
49.2K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.66K+ 14.54% |
$405K - $508K
|
52.4K
$1.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.5K+ 3.94% |
$396K - $496K
|
171K
$4.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.43K+ 22.46% |
$392K - $492K
|
35.1K
$999K
|
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
BUY
|
- |
6.27KNew |
$382K - $479K
|
6.27K
$179K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.12K+ 10.79% |
$373K - $468K
|
62.9K
$1.79M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
6.02K+ 1.33% |
$367K - $460K
|
460K
$13.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.9K+ 1.73% |
$360K - $451K
|
346K
$9.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.89K+ 1.42% |
$359K - $450K
|
420K
$12M
|