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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.85KClosed |
$138K - $150K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.89K- 1.7% |
$141K - $153K
|
109K
$3.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.94K- 1.11% |
$144K - $157K
|
172K
$4.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.94K- 2.18% |
$145K - $157K
|
87.1K
$2.48M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-2.06K- 20.2% |
$154K - $167K
|
8.15K
$232K
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.07K- 1.47% |
$154K - $167K
|
139K
$3.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.12K- 2.9% |
$158K - $171K
|
70.8K
$2.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.14K- 2.79% |
$160K - $173K
|
74.5K
$2.12M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.17K- 6.45% |
$162K - $176K
|
31.5K
$898K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.38K- 28.66% |
$177K - $192K
|
5.92K
$168K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.39K- 3.8% |
$179K - $194K
|
60.5K
$1.72M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.57KClosed |
$192K - $208K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-2.6KClosed |
$194K - $210K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.72KClosed |
$203K - $220K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.78KClosed |
$208K - $225K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.82KClosed |
$211K - $228K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.87K- 3.78% |
$214K - $232K
|
72.9K
$2.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.94K- 9.53% |
$219K - $238K
|
27.8K
$793K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3KClosed |
$224K - $243K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.02KClosed |
$226K - $245K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.14K- 1.54% |
$234K - $254K
|
200K
$5.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 22.73% |
$240K - $260K
|
10.9K
$311K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.22KClosed |
$240K - $260K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.24KClosed |
$241K - $262K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-3.36K- 3.45% |
$251K - $272K
|
94.2K
$2.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.55KClosed |
$265K - $287K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.57K- 10.07% |
$266K - $289K
|
31.9K
$907K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 7.95% |
$291K - $316K
|
45.1K
$1.28M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-4.04K- 9.52% |
$302K - $327K
|
38.4K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.12K- 8.26% |
$308K - $334K
|
45.8K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.29K- 0.78% |
$320K - $347K
|
548K
$15.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.29K- 39.61% |
$320K - $348K
|
6.55K
$186K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.44KClosed |
$331K - $359K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.46K- 12.0% |
$333K - $361K
|
32.7K
$931K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.78K- 2.03% |
$357K - $387K
|
231K
$6.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.82K- 52.6% |
$360K - $390K
|
4.34K
$124K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-4.96K- 50.65% |
$370K - $401K
|
4.83K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.14K- 38.19% |
$384K - $416K
|
8.33K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.18K- 43.18% |
$387K - $420K
|
6.82K
$194K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.24K- 45.52% |
$391K - $424K
|
6.27K
$179K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.97K- 38.94% |
$446K - $483K
|
9.37K
$267K
|
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.4K- 24.07% |
$477K - $518K
|
20.2K
$575K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.53KClosed |
$488K - $529K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-7.07K- 6.15% |
$527K - $572K
|
108K
$3.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.45K- 1.51% |
$556K - $603K
|
486K
$13.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-7.45K- 3.79% |
$556K - $603K
|
189K
$5.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.64K- 59.02% |
$570K - $618K
|
5.3K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.91K- 36.78% |
$590K - $640K
|
13.6K
$387K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9.68K- 92.21% |
$722K - $783K
|
817
$23.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-13.4K- 14.58% |
$1M - $1.09M
|
78.7K
$2.24M
|