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 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-8- 0.11% |
$597 - $648
|
7.45K
$212K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-13- 0.13% |
$970 - $1.05K
|
10.2K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14- 0.65% |
$1.05K - $1.13K
|
2.13K
$60.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-16- 0.6% |
$1.19K - $1.3K
|
2.65K
$75.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-17- 0.09% |
$1.27K - $1.38K
|
19.1K
$543K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18- 0.04% |
$1.34K - $1.46K
|
48.7K
$1.39M
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-24- 9.68% |
$1.79K - $1.94K
|
224
$6.38K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26- 37.68% |
$1.94K - $2.1K
|
43
$1.22K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-29- 0.95% |
$2.16K - $2.35K
|
3.02K
$86K
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-31- 0.19% |
$2.31K - $2.51K
|
16.2K
$462K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-33- 1.24% |
$2.46K - $2.67K
|
2.64K
$75.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-34- 1.01% |
$2.54K - $2.75K
|
3.35K
$95.4K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-40- 21.74% |
$2.99K - $3.24K
|
144
$4.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-40- 0.25% |
$2.99K - $3.24K
|
16.3K
$464K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-42- 3.24% |
$3.14K - $3.4K
|
1.26K
$35.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 0.58% |
$3.28K - $3.56K
|
7.59K
$216K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-46Closed |
$3.43K - $3.72K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48- 12.06% |
$3.58K - $3.89K
|
350
$9.97K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-48- 0.84% |
$3.58K - $3.89K
|
5.69K
$162K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-49- 1.27% |
$3.66K - $3.97K
|
3.81K
$109K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 5.84% |
$3.73K - $4.05K
|
806
$23K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-52- 0.47% |
$3.88K - $4.21K
|
11K
$314K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-53- 0.48% |
$3.96K - $4.29K
|
11K
$314K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-54- 0.09% |
$4.03K - $4.37K
|
59.6K
$1.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 18.53% |
$4.33K - $4.7K
|
255
$7.26K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-65- 11.52% |
$4.85K - $5.26K
|
499
$14.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-66- 0.62% |
$4.93K - $5.34K
|
10.5K
$300K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-71- 1.71% |
$5.3K - $5.75K
|
4.08K
$116K
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-72- 0.9% |
$5.37K - $5.83K
|
7.96K
$227K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-73- 0.75% |
$5.45K - $5.91K
|
9.66K
$275K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-83- 0.53% |
$6.2K - $6.72K
|
15.5K
$441K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-88- 1.98% |
$6.57K - $7.12K
|
4.37K
$124K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-90- 0.57% |
$6.72K - $7.29K
|
15.6K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-95- 1.78% |
$7.09K - $7.69K
|
5.26K
$150K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-97- 2.61% |
$7.24K - $7.85K
|
3.61K
$103K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 1.31% |
$7.47K - $8.1K
|
7.55K
$215K
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-100- 0.59% |
$7.47K - $8.1K
|
16.8K
$478K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.47K - $8.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-103- 0.3% |
$7.69K - $8.34K
|
34.7K
$987K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-105- 0.4% |
$7.84K - $8.5K
|
26.2K
$747K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-119- 1.24% |
$8.88K - $9.63K
|
9.45K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-121- 2.03% |
$9.03K - $9.79K
|
5.83K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-128- 0.81% |
$9.56K - $10.4K
|
15.7K
$448K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-130- 0.21% |
$9.7K - $10.5K
|
61.5K
$1.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-141- 0.84% |
$10.5K - $11.4K
|
16.6K
$473K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-141- 4.54% |
$10.5K - $11.4K
|
2.97K
$84.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-142- 0.6% |
$10.6K - $11.5K
|
23.5K
$671K
|
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-143- 2.74% |
$10.7K - $11.6K
|
5.07K
$144K
|
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-149- 3.15% |
$11.1K - $12.1K
|
4.58K
$131K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-183- 4.05% |
$13.7K - $14.8K
|
4.34K
$124K
|