Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
694K
+ 8.38%
$51.8M - $56.2M
8.97M $255M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
590K
New
$44M - $47.7M
590K $16.8M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
492K
+ 1216.86%
$36.8M - $39.9M
533K $15.2M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
155K
New
$11.6M - $12.5M
155K $4.41M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
130K
+ 577.85%
$9.74M - $10.6M
153K $4.36M
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

BUY
 -
103K
+ 11.84%
$7.66M - $8.31M
969K $27.6M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
100K
+ 49.54%
$7.48M - $8.11M
303K $8.62M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
96.9K
+ 1.81%
$7.23M - $7.85M
5.47M $156M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
86.8K
+ 3.68%
$6.48M - $7.02M
2.44M $69.6M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
84.2K
+ 36.0%
$6.29M - $6.82M
318K $9.06M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
73.8K
+ 28.92%
$5.51M - $5.97M
329K $9.37M
Oct 15, 2021 Q3 2021
Legacy Wealth Management, Inc

BUY
 -
73.3K
+ 6.2%
$5.47M - $5.93M
1.26M $35.8M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
73.1K
+ 11.25%
$5.46M - $5.92M
723K $20.6M
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
68.7K
New
$5.13M - $5.56M
68.7K $1.96M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
66.4K
+ 21.63%
$4.96M - $5.38M
373K $10.6M
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
65.8K
+ 36.1%
$4.91M - $5.32M
248K $7.06M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
63.5K
+ 12.31%
$4.74M - $5.14M
579K $16.5M
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
62.4K
+ 11.11%
$4.66M - $5.05M
624K $17.8M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
61.8K
New
$4.61M - $5M
61.8K $1.76M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
59.7K
New
$4.45M - $4.83M
59.7K $1.7M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
57.7K
+ 5.99%
$4.31M - $4.67M
1.02M $29.1M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
56.8K
+ 3.31%
$4.24M - $4.6M
1.78M $50.6M
Oct 15, 2021 Q3 2021
Youngs Advisory Group, Inc.

BUY
 -
56.7K
+ 499.05%
$4.23M - $4.59M
68.1K $1.94M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
53.2K
New
$3.97M - $4.31M
53.2K $1.51M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
49.2K
+ 11.95%
$3.67M - $3.98M
461K $13.1M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
46.8K
+ 3.04%
$3.49M - $3.79M
1.59M $45.2M
Oct 19, 2021 Q3 2021
Blb&B Advisors, LLC

BUY
 -
46.7K
+ 3.67%
$3.48M - $3.78M
1.32M $37.5M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
38.6K
+ 43.07%
$2.88M - $3.13M
128K $3.65M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
35.4K
+ 233.41%
$2.64M - $2.87M
50.6K $1.44M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
32.7K
New
$2.44M - $2.65M
32.7K $932K
Oct 12, 2021 Q3 2021
Moneywise, Inc.

BUY
 -
32.4K
+ 13.78%
$2.42M - $2.62M
268K $7.62M
Oct 19, 2021 Q3 2021
Curi Wealth Management, LLC

BUY
 -
32.2K
+ 24.24%
$2.4M - $2.61M
165K $4.7M
Oct 21, 2021 Q3 2021
Fulcrum Capital LLC

BUY
 -
29.1K
New
$2.17M - $2.35M
29.1K $828K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
27K
+ 10.62%
$2.01M - $2.18M
281K $8M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
25.1K
+ 74.7%
$1.88M - $2.03M
58.8K $1.67M
Oct 22, 2021 Q3 2021
Horizon Financial Services, LLC

BUY
 -
25K
+ 58.17%
$1.87M - $2.02M
67.9K $1.93M
Nov 10, 2021 Q3 2021
Summit Financial Strategies, Inc.

BUY
 -
23.9K
+ 6.52%
$1.78M - $1.93M
390K $11.1M
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
20.6K
New
$1.54M - $1.67M
20.6K $586K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
20.4K
+ 67.52%
$1.52M - $1.65M
50.6K $1.44M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
20.2K
+ 9.45%
$1.51M - $1.64M
234K $6.67M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
20.2K
+ 7.92%
$1.5M - $1.63M
274K $7.82M
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
19.6K
+ 8.35%
$1.46M - $1.59M
254K $7.24M
Oct 19, 2021 Q3 2021
Newton One Investments LLC

BUY
 -
18.8K
+ 9.94%
$1.4M - $1.52M
208K $5.92M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
18.4K
+ 40.61%
$1.37M - $1.49M
63.7K $1.81M
Oct 08, 2021 Q3 2021
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
17.7K
+ 2.48%
$1.32M - $1.43M
730K $20.8M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
17.5K
+ 116.51%
$1.31M - $1.42M
32.6K $928K
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
BUY
 -
17.1K
+ 9.14%
$1.28M - $1.38M
204K $5.81M
Dec 09, 2021 Q3 2021
Fidelis I M, LLC

Medford, OR
BUY
 -
16.7K
New
$1.25M - $1.35M
16.7K $476K
Mar 28, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
16K
New
$1.2M - $1.3M
16K $457K

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