Purchases and Sales Made in Q3 2021 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 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
$250M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
590KNew |
$44M - $47.7M
|
590K
$16.4M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
492K+ 1216.86% |
$36.8M - $39.9M
|
533K
$14.8M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155KNew |
$11.6M - $12.5M
|
155K
$4.31M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130K+ 577.85% |
$9.74M - $10.6M
|
153K
$4.26M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
103K+ 11.84% |
$7.66M - $8.31M
|
969K
$27M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
100K+ 49.54% |
$7.48M - $8.11M
|
303K
$8.42M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96.9K+ 1.81% |
$7.23M - $7.85M
|
5.47M
$152M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.8K+ 3.68% |
$6.48M - $7.02M
|
2.44M
$68M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.2K+ 36.0% |
$6.29M - $6.82M
|
318K
$8.85M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
78.4KNew |
$5.85M - $6.35M
|
78.4K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 28.92% |
$5.51M - $5.97M
|
329K
$9.15M
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
73.3K+ 6.2% |
$5.47M - $5.93M
|
1.26M
$34.9M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
73.1K+ 11.25% |
$5.46M - $5.92M
|
723K
$20.1M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
68.7KNew |
$5.13M - $5.56M
|
68.7K
$1.91M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
66.4K+ 21.63% |
$4.96M - $5.38M
|
373K
$10.4M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
65.8K+ 36.1% |
$4.91M - $5.32M
|
248K
$6.9M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.5K+ 12.31% |
$4.74M - $5.14M
|
579K
$16.1M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
62.4K+ 11.11% |
$4.66M - $5.05M
|
624K
$17.4M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.8KNew |
$4.61M - $5M
|
61.8K
$1.72M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.7KNew |
$4.45M - $4.83M
|
59.7K
$1.66M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
57.7K+ 5.99% |
$4.31M - $4.67M
|
1.02M
$28.4M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
56.8K+ 3.31% |
$4.24M - $4.6M
|
1.78M
$49.4M
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
56.7K+ 499.05% |
$4.23M - $4.59M
|
68.1K
$1.89M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.2KNew |
$3.97M - $4.31M
|
53.2K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.2K+ 11.95% |
$3.67M - $3.98M
|
461K
$12.8M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.8K+ 3.04% |
$3.49M - $3.79M
|
1.59M
$44.1M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
46.7K+ 3.67% |
$3.48M - $3.78M
|
1.32M
$36.7M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38.6K+ 43.07% |
$2.88M - $3.13M
|
128K
$3.57M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.4K+ 233.41% |
$2.64M - $2.87M
|
50.6K
$1.41M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.7KNew |
$2.44M - $2.65M
|
32.7K
$911K
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
32.4K+ 13.78% |
$2.42M - $2.62M
|
268K
$7.45M
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
32.2K+ 24.24% |
$2.4M - $2.61M
|
165K
$4.59M
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
29.1KNew |
$2.17M - $2.35M
|
29.1K
$810K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27K+ 10.62% |
$2.01M - $2.18M
|
281K
$7.82M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.1K+ 74.7% |
$1.88M - $2.03M
|
58.8K
$1.64M
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
25K+ 58.17% |
$1.87M - $2.02M
|
67.9K
$1.89M
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
23.9K+ 6.52% |
$1.78M - $1.93M
|
390K
$10.8M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20.6KNew |
$1.54M - $1.67M
|
20.6K
$573K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.4K+ 67.52% |
$1.52M - $1.65M
|
50.6K
$1.41M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
20.2K+ 9.45% |
$1.51M - $1.64M
|
234K
$6.52M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.2K+ 7.92% |
$1.5M - $1.63M
|
274K
$7.64M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
19.6K+ 8.35% |
$1.46M - $1.59M
|
254K
$7.08M
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
18.8K+ 9.94% |
$1.4M - $1.52M
|
208K
$5.79M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.4K+ 40.61% |
$1.37M - $1.49M
|
63.7K
$1.77M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.7K+ 2.48% |
$1.32M - $1.43M
|
730K
$20.3M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.5K+ 116.51% |
$1.31M - $1.42M
|
32.6K
$907K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17.1K+ 9.14% |
$1.28M - $1.38M
|
204K
$5.68M
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
16.7KNew |
$1.25M - $1.35M
|
16.7K
$465K
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16KNew |
$1.2M - $1.3M
|
16K
$446K
|