Purchases and Sales Made in Q3 2022 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 2022. 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 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-433- 4.09% |
$26.2K - $31.4K
|
10.1K
$282K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-437- 1.32% |
$26.4K - $31.7K
|
32.7K
$909K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-442- 8.91% |
$26.7K - $32K
|
4.52K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-450- 2.69% |
$27.2K - $32.6K
|
16.3K
$453K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-460- 0.78% |
$27.8K - $33.4K
|
58.1K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-463- 25.4% |
$28K - $33.6K
|
1.36K
$37.8K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-472- 10.29% |
$28.6K - $34.2K
|
4.12K
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-478- 0.57% |
$28.9K - $34.7K
|
83.6K
$2.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-493- 7.67% |
$29.8K - $35.7K
|
5.94K
$165K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-496- 2.16% |
$30K - $36K
|
22.5K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-520- 3.3% |
$31.5K - $37.7K
|
15.2K
$424K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-524- 4.7% |
$31.7K - $38K
|
10.6K
$296K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-524- 4.7% |
$31.7K - $38K
|
10.6K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-541- 58.42% |
$32.7K - $39.2K
|
385
$10.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-556- 0.57% |
$33.6K - $40.3K
|
96.4K
$2.68M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-640- 3.6% |
$38.7K - $46.4K
|
17.1K
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-646- 15.74% |
$39.1K - $46.8K
|
3.46K
$96.3K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-660- 0.42% |
$39.9K - $47.9K
|
158K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-669- 4.77% |
$40.5K - $48.5K
|
13.4K
$372K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-686- 0.67% |
$41.5K - $49.7K
|
101K
$2.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-707- 0.46% |
$42.8K - $51.3K
|
151K
$4.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-710- 3.7% |
$43K - $51.5K
|
18.5K
$514K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-716- 6.78% |
$43.3K - $51.9K
|
9.85K
$274K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-718- 4.76% |
$43.4K - $52.1K
|
14.4K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 4.52% |
$43.6K - $52.3K
|
15.2K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-733- 6.97% |
$44.3K - $53.1K
|
9.78K
$272K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-737- 0.82% |
$44.6K - $53.4K
|
89.2K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-767- 4.34% |
$46.4K - $55.6K
|
16.9K
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-767- 1.63% |
$46.4K - $55.6K
|
46.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-795- 10.23% |
$48.1K - $57.6K
|
6.97K
$194K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-831- 42.38% |
$50.3K - $60.3K
|
1.13K
$31.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-832- 0.65% |
$50.3K - $60.3K
|
128K
$3.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-868- 0.51% |
$52.5K - $62.9K
|
170K
$4.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-887- 0.31% |
$53.7K - $64.3K
|
281K
$7.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-909- 4.96% |
$55K - $65.9K
|
17.4K
$484K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-911- 4.22% |
$55.1K - $66.1K
|
20.7K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-915- 0.85% |
$55.4K - $66.3K
|
107K
$2.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-932- 7.53% |
$56.4K - $67.6K
|
11.4K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-952- 2.6% |
$57.6K - $69K
|
35.6K
$991K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-976- 4.76% |
$59K - $70.8K
|
19.5K
$543K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-998- 4.44% |
$60.4K - $72.4K
|
21.5K
$598K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.02K- 83.52% |
$61.6K - $73.9K
|
201
$5.59K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 52.96% |
$62.3K - $74.6K
|
914
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.06K- 18.0% |
$64.4K - $77.2K
|
4.85K
$135K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 18.57% |
$65K - $77.9K
|
4.71K
$131K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.1K- 5.01% |
$66.6K - $79.8K
|
20.9K
$581K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.11K- 0.69% |
$67K - $80.3K
|
159K
$4.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.11K- 0.69% |
$67K - $80.3K
|
159K
$4.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.13K- 50.54% |
$68.2K - $81.8K
|
1.1K
$30.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.13K- 2.97% |
$68.2K - $81.8K
|
36.8K
$1.02M
|