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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.68K+ 4.19% |
$346K - $434K
|
141K
$4.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.67K+ 2.06% |
$346K - $433K
|
282K
$8.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 85.34% |
$343K - $430K
|
12.2K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
5.57KNew |
$339K - $425K
|
5.57K
$159K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.5K+ 78.24% |
$335K - $420K
|
12.5K
$357K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.5K+ 7.33% |
$335K - $420K
|
80.6K
$2.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.49K+ 6.41% |
$335K - $420K
|
91.1K
$2.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.48K+ 9.86% |
$334K - $419K
|
61.1K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.36K+ 41.5% |
$326K - $409K
|
18.3K
$520K
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.25KNew |
$320K - $401K
|
5.25K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.15KNew |
$314K - $393K
|
5.15K
$147K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
5.12K+ 32.2% |
$312K - $391K
|
21K
$599K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.9K+ 166.08% |
$298K - $374K
|
7.84K
$223K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.8K+ 30.61% |
$293K - $367K
|
20.5K
$584K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.72K+ 14.87% |
$288K - $361K
|
36.5K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.6K+ 137.56% |
$280K - $351K
|
7.94K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4.51KNew |
$274K - $344K
|
4.51K
$128K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.35K+ 4.45% |
$265K - $332K
|
102K
$2.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.32K+ 1.52% |
$263K - $330K
|
289K
$8.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.25K+ 167.72% |
$259K - $324K
|
6.78K
$193K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
4.16K+ 1.71% |
$253K - $318K
|
247K
$7.05M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.11KNew |
$250K - $314K
|
4.11K
$117K
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
4.02K+ 3.88% |
$245K - $307K
|
108K
$3.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.02K+ 25.03% |
$245K - $307K
|
20.1K
$572K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
3.98KNew |
$243K - $304K
|
3.98K
$113K
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.79K+ 8.72% |
$231K - $290K
|
47.3K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.77K+ 2.59% |
$230K - $288K
|
149K
$4.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.75K+ 5.5% |
$228K - $286K
|
71.9K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$225K - $282K
|
3.69K
$105K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.64K+ 7.2% |
$222K - $278K
|
54.2K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.59KNew |
$219K - $275K
|
3.59K
$102K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.59K+ 1.72% |
$219K - $274K
|
212K
$6.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.58K+ 2.42% |
$218K - $274K
|
151K
$4.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.56K+ 46.97% |
$217K - $272K
|
11.1K
$317K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.56K+ 46.97% |
$217K - $272K
|
11.1K
$317K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.53K+ 119.57% |
$215K - $269K
|
6.47K
$184K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.49K+ 116.2% |
$212K - $266K
|
6.49K
$185K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.48K+ 7.15% |
$212K - $266K
|
52.2K
$1.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.42KNew |
$208K - $261K
|
3.42K
$97.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.42KNew |
$208K - $261K
|
3.42K
$97.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.39K+ 21.98% |
$206K - $259K
|
18.8K
$535K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.38K+ 3.23% |
$206K - $258K
|
108K
$3.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.35K+ 4.52% |
$204K - $256K
|
77.4K
$2.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.29K+ 3.46% |
$200K - $251K
|
98.3K
$2.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.14K+ 96.62% |
$191K - $240K
|
6.39K
$182K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3K+ 1.85% |
$183K - $229K
|
165K
$4.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
3K+ 43.31% |
$183K - $229K
|
9.92K
$283K
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.97K+ 7.27% |
$181K - $227K
|
43.8K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.97K+ 3.03% |
$181K - $227K
|
101K
$2.87M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.96K+ 1.31% |
$180K - $226K
|
228K
$6.5M
|