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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4- 2.41% |
$244 - $306
|
162
$4.61K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4- 0.08% |
$244 - $306
|
5.15K
$147K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6- 0.11% |
$365 - $458
|
5.34K
$152K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$487 - $611
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-10- 0.05% |
$609 - $764
|
22.2K
$631K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10- 0.05% |
$609 - $764
|
20.1K
$572K
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-11- 0.12% |
$670 - $840
|
9.19K
$262K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-12- 0.07% |
$731 - $917
|
17.3K
$491K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-15- 0.1% |
$914 - $1.15K
|
15.4K
$437K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-15- 0.24% |
$914 - $1.15K
|
6.12K
$174K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 5.9% |
$975 - $1.22K
|
255
$7.26K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22Closed |
$1.34K - $1.68K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-22Closed |
$1.34K - $1.68K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-22- 0.44% |
$1.34K - $1.68K
|
5.02K
$143K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-23Closed |
$1.4K - $1.76K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-23Closed |
$1.4K - $1.76K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 0.04% |
$1.46K - $1.83K
|
58.6K
$1.67M
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.16% |
$1.52K - $1.91K
|
15.7K
$448K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-31- 0.3% |
$1.89K - $2.37K
|
10.5K
$298K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-32- 53.33% |
$1.95K - $2.44K
|
28
$797
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-35- 0.6% |
$2.13K - $2.67K
|
5.8K
$165K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-35Closed |
$2.13K - $2.67K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 0.68% |
$2.13K - $2.67K
|
5.09K
$145K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40- 0.52% |
$2.44K - $3.06K
|
7.59K
$216K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
$2.5K - $3.13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-43- 0.04% |
$2.62K - $3.29K
|
105K
$2.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-47- 16.61% |
$2.86K - $3.59K
|
236
$6.72K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-50- 0.84% |
$3.05K - $3.82K
|
5.92K
$169K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-51- 0.3% |
$3.11K - $3.9K
|
17K
$483K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-56- 0.19% |
$3.41K - $4.28K
|
30.1K
$859K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-57- 0.12% |
$3.47K - $4.35K
|
48.5K
$1.38M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58Closed |
$3.53K - $4.43K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-67- 1.6% |
$4.08K - $5.12K
|
4.13K
$118K
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-68- 1.71% |
$4.14K - $5.2K
|
3.92K
$112K
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-74- 1.12% |
$4.51K - $5.65K
|
6.51K
$185K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-75- 0.05% |
$4.57K - $5.73K
|
158K
$4.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77Closed |
$4.69K - $5.88K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-80- 20.25% |
$4.87K - $6.11K
|
315
$8.97K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-80- 0.75% |
$4.87K - $6.11K
|
10.6K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-85- 1.68% |
$5.18K - $6.49K
|
4.96K
$141K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-90- 2.71% |
$5.48K - $6.88K
|
3.23K
$91.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-91- 3.51% |
$5.54K - $6.95K
|
2.5K
$71.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-95- 0.92% |
$5.79K - $7.26K
|
10.2K
$290K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-95- 4.62% |
$5.79K - $7.26K
|
1.96K
$55.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-96- 0.09% |
$5.85K - $7.33K
|
105K
$2.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-100- 20.04% |
$6.09K - $7.64K
|
399
$11.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.09K - $7.64K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-100- 0.9% |
$6.09K - $7.64K
|
11K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-102- 0.81% |
$6.21K - $7.79K
|
12.6K
$358K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-104- 1.8% |
$6.33K - $7.95K
|
5.68K
$162K
|