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 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 1.3% |
$1.15M - $1.25M
|
1.2M
$34.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
14.4K+ 80.17% |
$1.08M - $1.17M
|
32.4K
$922K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14KNew |
$1.05M - $1.13M
|
14K
$399K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6KNew |
$1.01M - $1.1M
|
13.6K
$387K
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
13.1K+ 4.74% |
$977K - $1.06M
|
289K
$8.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.7K+ 44.43% |
$947K - $1.03M
|
41.3K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.4K+ 3.61% |
$926K - $1M
|
356K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3KNew |
$916K - $993K
|
12.3K
$349K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
12K+ 5.66% |
$893K - $968K
|
223K
$6.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 16.22% |
$865K - $938K
|
83.1K
$2.37M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11.4K+ 2.62% |
$850K - $921K
|
445K
$12.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.2K+ 82.45% |
$839K - $909K
|
24.9K
$708K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 179.15% |
$826K - $896K
|
17.2K
$491K
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.8K+ 2.55% |
$809K - $877K
|
436K
$12.4M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.8K+ 1081.73% |
$804K - $872K
|
11.8K
$335K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.7KNew |
$796K - $863K
|
10.7K
$304K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.2K+ 100.02% |
$760K - $824K
|
20.4K
$580K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10K+ 4.75% |
$748K - $811K
|
221K
$6.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10K+ 4.95% |
$747K - $810K
|
212K
$6.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.91K+ 3.83% |
$740K - $803K
|
269K
$7.66M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.84K+ 1204.04% |
$734K - $796K
|
10.7K
$303K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
9.81K+ 5.89% |
$732K - $794K
|
176K
$5.02M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.77K+ 6.43% |
$729K - $791K
|
162K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.51K+ 279.76% |
$710K - $770K
|
12.9K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.47K+ 0.84% |
$707K - $766K
|
1.14M
$32.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
9.39K+ 3.68% |
$701K - $760K
|
264K
$7.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.34K+ 7.69% |
$698K - $756K
|
131K
$3.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.34K+ 3.31% |
$697K - $756K
|
292K
$8.31M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
9.27K+ 38.62% |
$692K - $751K
|
33.3K
$948K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
9.27K+ 363.14% |
$692K - $750K
|
11.8K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.17K+ 24.88% |
$685K - $743K
|
46K
$1.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
8.95K+ 4.22% |
$668K - $725K
|
221K
$6.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.79K+ 7.9% |
$656K - $712K
|
120K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.72K+ 3.03% |
$651K - $706K
|
296K
$8.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
8.37K+ 3.66% |
$625K - $678K
|
237K
$6.75M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.89K+ 4.91% |
$589K - $638K
|
168K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.77K+ 55.02% |
$580K - $629K
|
21.9K
$623K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.64K+ 144.06% |
$570K - $618K
|
12.9K
$369K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.27K+ 8.08% |
$543K - $588K
|
97.3K
$2.77M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.15K+ 11.51% |
$534K - $579K
|
69.3K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.84K+ 19.34% |
$511K - $554K
|
42.2K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
6.77KNew |
$505K - $548K
|
6.77K
$193K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.73KNew |
$503K - $545K
|
6.73K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.71K+ 1.52% |
$501K - $543K
|
449K
$12.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6.63KNew |
$495K - $537K
|
6.63K
$189K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.16K+ 148.86% |
$460K - $499K
|
10.3K
$293K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.07K+ 6.73% |
$453K - $491K
|
96.2K
$2.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5.64K+ 3.92% |
$421K - $456K
|
150K
$4.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.26KNew |
$392K - $425K
|
5.26K
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.23K+ 202.32% |
$390K - $423K
|
7.81K
$222K
|