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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
2.54KNew |
$190K - $206K
|
2.54K
$72.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$189K - $205K
|
2.53K
$72K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.48K+ 6.51% |
$185K - $201K
|
40.6K
$1.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.45K+ 4.17% |
$183K - $198K
|
61.2K
$1.74M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.45K+ 32.58% |
$183K - $198K
|
9.97K
$284K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.41K+ 8.72% |
$180K - $195K
|
30K
$854K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.36K+ 11.76% |
$176K - $191K
|
22.4K
$639K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.23K+ 1.38% |
$166K - $180K
|
163K
$4.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.18K+ 4.82% |
$163K - $177K
|
47.5K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.14K+ 2.87% |
$160K - $173K
|
76.6K
$2.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.12K+ 0.25% |
$158K - $172K
|
860K
$24.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.09K+ 7.73% |
$156K - $169K
|
29.1K
$829K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.07KNew |
$155K - $168K
|
2.07K
$59K
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.07K+ 1.25% |
$154K - $167K
|
168K
$4.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.05K+ 54.38% |
$153K - $166K
|
5.82K
$166K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.94KNew |
$145K - $157K
|
1.94K
$55.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.86K+ 2.17% |
$139K - $151K
|
87.8K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.85K+ 48.93% |
$138K - $150K
|
5.63K
$160K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.77K+ 27.2% |
$132K - $143K
|
8.26K
$235K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.75K+ 43.8% |
$130K - $142K
|
5.74K
$163K
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
1.75K+ 1.63% |
$130K - $142K
|
109K
$3.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.74K+ 58.58% |
$130K - $141K
|
4.72K
$134K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.74K+ 420.1% |
$130K - $140K
|
2.15K
$61.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.62K+ 16.13% |
$121K - $131K
|
11.7K
$333K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.6K+ 6.34% |
$119K - $129K
|
26.8K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.6K+ 3.11% |
$119K - $129K
|
52.9K
$1.51M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.59K+ 31.65% |
$119K - $129K
|
6.63K
$189K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56K+ 7.34% |
$116K - $126K
|
22.7K
$648K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.53K+ 8.66% |
$115K - $124K
|
19.2K
$548K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 33.4% |
$113K - $122K
|
6.02K
$172K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.45K+ 185.22% |
$109K - $118K
|
2.24K
$63.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 8.4% |
$108K - $118K
|
18.7K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.4K+ 5.04% |
$105K - $114K
|
29.2K
$832K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.4K+ 7.44% |
$105K - $114K
|
20.3K
$577K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.39K+ 4.28% |
$104K - $113K
|
33.9K
$964K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.37K+ 7.15% |
$102K - $111K
|
20.6K
$586K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.33K+ 3.19% |
$99.6K - $108K
|
43.2K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.3K+ 13.21% |
$97K - $105K
|
11.1K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3KNew |
$97K - $105K
|
1.3K
$37K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 4.73% |
$96.7K - $105K
|
28.7K
$816K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.28K+ 1.01% |
$95.7K - $104K
|
129K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.28K+ 117.74% |
$95.6K - $104K
|
2.37K
$67.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.24K+ 0.71% |
$92.4K - $100K
|
174K
$4.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.2K+ 3.87% |
$89.8K - $97.4K
|
32.3K
$920K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.19K+ 1.48% |
$89K - $96.5K
|
81.6K
$2.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.19K+ 3.07% |
$88.8K - $96.3K
|
39.9K
$1.14M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.18K+ 26.99% |
$87.7K - $95.1K
|
5.53K
$157K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.1K+ 1.78% |
$81.7K - $88.6K
|
62.7K
$1.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06K+ 2.11% |
$79.2K - $85.9K
|
51.3K
$1.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 6.69% |
$78.3K - $84.9K
|
16.7K
$477K
|