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
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-184- 0.33% |
$13.7K - $14.9K
|
55K
$1.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-190- 15.87% |
$14.2K - $15.4K
|
1.01K
$28.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-195- 0.72% |
$14.6K - $15.8K
|
26.9K
$767K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-206- 2.72% |
$15.4K - $16.7K
|
7.38K
$210K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
SELL
|
- |
-214- 7.49% |
$16K - $17.3K
|
2.64K
$75.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-215- 5.46% |
$16K - $17.4K
|
3.72K
$106K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-220- 37.04% |
$16.4K - $17.8K
|
374
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-235- 0.2% |
$17.5K - $19K
|
119K
$3.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-239- 1.25% |
$17.8K - $19.3K
|
18.8K
$537K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-259- 4.5% |
$19.3K - $21K
|
5.49K
$156K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-262- 0.2% |
$19.6K - $21.2K
|
130K
$3.71M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-275Closed |
$20.5K - $22.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-290- 0.57% |
$21.6K - $23.5K
|
50.6K
$1.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-293- 1.65% |
$21.9K - $23.7K
|
17.5K
$498K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-302- 0.6% |
$22.5K - $24.4K
|
49.8K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-310- 1.95% |
$23.1K - $25.1K
|
15.6K
$444K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-315- 0.48% |
$23.5K - $25.5K
|
64.7K
$1.84M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-320- 1.58% |
$23.9K - $25.9K
|
20K
$568K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-320- 1.58% |
$23.9K - $25.9K
|
20K
$568K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-324- 0.77% |
$24.2K - $26.2K
|
41.6K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-335- 0.64% |
$25K - $27.1K
|
52K
$1.48M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-367- 21.09% |
$27.4K - $29.7K
|
1.37K
$39.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-377- 1.73% |
$28.1K - $30.5K
|
21.5K
$611K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-378- 0.97% |
$28.2K - $30.6K
|
38.8K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-392- 1.62% |
$29.3K - $31.7K
|
23.8K
$678K
|
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-400- 6.92% |
$29.9K - $32.4K
|
5.38K
$153K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-404- 1.48% |
$30.2K - $32.7K
|
26.9K
$767K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-408- 1.81% |
$30.5K - $33K
|
22.1K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-410- 3.26% |
$30.6K - $33.2K
|
12.2K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-411- 4.37% |
$30.7K - $33.3K
|
8.99K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-416- 10.8% |
$31.1K - $33.7K
|
3.44K
$97.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-420- 4.62% |
$31.4K - $34K
|
8.67K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-423- 5.57% |
$31.6K - $34.2K
|
7.18K
$204K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-425- 1.96% |
$31.7K - $34.4K
|
21.3K
$607K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
SELL
|
- |
-427- 1.28% |
$31.9K - $34.6K
|
33K
$941K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-440- 56.48% |
$32.8K - $35.6K
|
339
$9.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-455- 4.06% |
$34K - $36.8K
|
10.7K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-456- 2.98% |
$34K - $36.9K
|
14.8K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-471Closed |
$35.2K - $38.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-475- 0.39% |
$35.5K - $38.5K
|
120K
$3.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-476- 2.35% |
$35.5K - $38.5K
|
19.7K
$562K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-517- 0.43% |
$38.6K - $41.9K
|
119K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-523- 0.46% |
$39K - $42.3K
|
112K
$3.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-528- 2.29% |
$39.4K - $42.7K
|
22.5K
$641K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-535- 0.5% |
$39.9K - $43.3K
|
106K
$3.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-545- 0.71% |
$40.7K - $44.1K
|
76.6K
$2.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-556- 8.51% |
$41.5K - $45K
|
5.98K
$170K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-559- 17.47% |
$41.7K - $45.3K
|
2.64K
$75.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-618- 4.89% |
$46.1K - $50K
|
12K
$342K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-619- 3.7% |
$46.2K - $50.1K
|
16.1K
$459K
|