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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-635- 3.47% |
$47.4K - $51.4K
|
17.7K
$503K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-660- 5.38% |
$49.3K - $53.4K
|
11.6K
$331K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-670- 5.59% |
$50K - $54.2K
|
11.3K
$322K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-670- 5.59% |
$50K - $54.2K
|
11.3K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-677- 5.86% |
$50.5K - $54.8K
|
10.9K
$310K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-689- 0.47% |
$51.4K - $55.8K
|
146K
$4.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-690- 2.01% |
$51.5K - $55.9K
|
33.7K
$959K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-693- 1.6% |
$51.7K - $56.1K
|
42.6K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-694- 15.81% |
$51.8K - $56.2K
|
3.7K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-700- 1.75% |
$52.3K - $56.7K
|
39.3K
$1.12M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-702- 3.89% |
$52.4K - $56.8K
|
17.4K
$494K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-711- 1.23% |
$53.1K - $57.6K
|
57.1K
$1.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-717- 3.27% |
$53.5K - $58K
|
21.2K
$605K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-740- 3.77% |
$55.2K - $59.9K
|
18.9K
$538K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-750- 3.29% |
$56K - $60.7K
|
22K
$627K
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-753- 0.47% |
$56.2K - $61K
|
160K
$4.56M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-762- 1.97% |
$56.9K - $61.7K
|
37.8K
$1.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-786- 17.23% |
$58.7K - $63.6K
|
3.78K
$108K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-866- 0.96% |
$64.6K - $70.1K
|
89.2K
$2.54M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-882- 0.71% |
$65.8K - $71.4K
|
124K
$3.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-893- 8.55% |
$66.7K - $72.3K
|
9.55K
$272K
|
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-900- 5.02% |
$67.2K - $72.9K
|
17K
$485K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-904- 6.45% |
$67.5K - $73.2K
|
13.1K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-908Closed |
$67.8K - $73.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-920- 26.32% |
$68.7K - $74.5K
|
2.58K
$73.4K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-936- 10.19% |
$69.9K - $75.8K
|
8.25K
$235K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-941- 4.06% |
$70.2K - $76.2K
|
22.2K
$633K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.04K- 5.0% |
$77.4K - $83.9K
|
19.7K
$561K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 1.39% |
$77.9K - $84.4K
|
74K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.05K- 1.91% |
$78K - $84.6K
|
53.8K
$1.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 2.7% |
$79.2K - $85.9K
|
38.2K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 3.66% |
$81.1K - $88K
|
28.7K
$816K
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.1K- 7.89% |
$82.1K - $89K
|
12.8K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.22K- 19.51% |
$91.2K - $98.9K
|
5.04K
$144K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.32K- 1.22% |
$98.5K - $107K
|
107K
$3.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.34K- 1.33% |
$99.7K - $108K
|
98.9K
$2.82M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.37K- 8.79% |
$102K - $111K
|
14.2K
$404K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.37K- 2.24% |
$102K - $111K
|
59.7K
$1.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 2.18% |
$103K - $112K
|
61.9K
$1.76M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.41K- 4.79% |
$105K - $114K
|
28.1K
$800K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.42K- 2.38% |
$106K - $115K
|
58.3K
$1.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.53K- 1.49% |
$114K - $124K
|
101K
$2.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 15.61% |
$115K - $124K
|
8.3K
$236K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 4.89% |
$115K - $124K
|
29.9K
$852K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.64K- 18.1% |
$123K - $133K
|
7.44K
$212K
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.67K- 10.16% |
$125K - $135K
|
14.8K
$421K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.69K- 4.22% |
$126K - $137K
|
38.4K
$1.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.74K- 4.06% |
$130K - $141K
|
41.1K
$1.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.75K- 23.76% |
$131K - $142K
|
5.62K
$160K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.82K- 27.58% |
$136K - $148K
|
4.79K
$136K
|