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
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
300+ 5.28% |
$22.4K - $24.3K
|
5.98K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
275+ 2.98% |
$20.5K - $22.3K
|
9.49K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
269+ 2.32% |
$20.1K - $21.8K
|
11.9K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
265+ 2.36% |
$19.8K - $21.5K
|
11.5K
$328K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
260+ 0.81% |
$19.4K - $21K
|
32.5K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
260+ 1.45% |
$19.4K - $21K
|
18.2K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
246+ 0.78% |
$18.4K - $19.9K
|
31.8K
$904K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
239+ 5.18% |
$17.8K - $19.3K
|
4.85K
$138K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
235+ 1.42% |
$17.5K - $19K
|
16.8K
$477K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
231+ 3.63% |
$17.2K - $18.7K
|
6.6K
$188K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
212+ 1.64% |
$15.8K - $17.2K
|
13.2K
$375K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
191+ 1.05% |
$14.3K - $15.5K
|
18.4K
$524K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
188+ 2.41% |
$14K - $15.2K
|
8K
$228K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
188+ 113.25% |
$14K - $15.2K
|
354
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
184+ 0.09% |
$13.7K - $14.9K
|
212K
$6.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
179+ 1.0% |
$13.4K - $14.5K
|
18.1K
$514K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
178+ 3.0% |
$13.3K - $14.4K
|
6.11K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
174New |
$13K - $14.1K
|
174
$4.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
165+ 73.33% |
$12.3K - $13.4K
|
390
$11.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
152+ 1.48% |
$11.3K - $12.3K
|
10.5K
$298K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
145+ 0.88% |
$10.8K - $11.7K
|
16.6K
$471K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
139+ 2.6% |
$10.4K - $11.3K
|
5.48K
$156K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
137New |
$10.2K - $11.1K
|
137
$3.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
136+ 272.0% |
$10.2K - $11K
|
186
$5.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
131New |
$9.78K - $10.6K
|
131
$3.73K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
130+ 2.59% |
$9.7K - $10.5K
|
5.16K
$147K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
130+ 0.77% |
$9.7K - $10.5K
|
16.9K
$482K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
129+ 43.88% |
$9.63K - $10.4K
|
423
$12K
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.2% |
$9.48K - $10.3K
|
62.1K
$1.77M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 13.67% |
$9.03K - $9.79K
|
1.01K
$28.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
117+ 0.25% |
$8.73K - $9.47K
|
47.3K
$1.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
103+ 0.53% |
$7.69K - $8.34K
|
19.5K
$554K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94+ 0.81% |
$7.02K - $7.61K
|
11.7K
$334K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
91+ 0.17% |
$6.79K - $7.37K
|
53.1K
$1.51M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
88+ 0.32% |
$6.57K - $7.12K
|
27.5K
$784K
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
85+ 1.63% |
$6.35K - $6.88K
|
5.3K
$151K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.64% |
$5.9K - $6.4K
|
12.4K
$352K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 10.92% |
$5.15K - $5.59K
|
701
$20K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
69New |
$5.15K - $5.59K
|
69
$1.97K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
66+ 0.2% |
$4.93K - $5.34K
|
33K
$940K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65+ 1.75% |
$4.85K - $5.26K
|
3.77K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
64+ 0.51% |
$4.78K - $5.18K
|
12.5K
$357K
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
61+ 1.54% |
$4.55K - $4.94K
|
4.01K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
61+ 0.36% |
$4.55K - $4.94K
|
17K
$485K
|
|
|
Feb 15, 2022
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
57+ 0.18% |
$4.26K - $4.61K
|
32.4K
$922K
|
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
57+ 1.65% |
$4.26K - $4.61K
|
3.51K
$100K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 0.36% |
$4.18K - $4.53K
|
15.7K
$448K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
54+ 1.27% |
$4.03K - $4.37K
|
4.31K
$123K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
51+ 0.23% |
$3.81K - $4.13K
|
22.4K
$638K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
49+ 1.68% |
$3.66K - $3.97K
|
2.97K
$84.4K
|