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 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.31K- 2.63% |
$200K - $240K
|
123K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.4K- 85.38% |
$206K - $247K
|
583
$16.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-3.44K- 2.3% |
$208K - $249K
|
146K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-3.45K- 23.25% |
$209K - $250K
|
11.4K
$317K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-3.55K- 6.63% |
$215K - $257K
|
50K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.68K- 40.78% |
$223K - $267K
|
5.35K
$149K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.75K- 89.46% |
$227K - $272K
|
441
$12.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.93K- 95.13% |
$237K - $285K
|
201
$5.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.93K- 4.61% |
$238K - $285K
|
81.3K
$2.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.04K- 4.62% |
$245K - $293K
|
83.5K
$2.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-4.04K- 12.86% |
$245K - $293K
|
27.4K
$762K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.44K- 3.94% |
$269K - $322K
|
108K
$3.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4.62K- 11.86% |
$280K - $335K
|
34.3K
$955K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.89K- 31.4% |
$296K - $355K
|
10.7K
$298K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.93K- 4.58% |
$298K - $358K
|
103K
$2.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.08K- 96.56% |
$307K - $368K
|
181
$5.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.2K- 24.07% |
$315K - $377K
|
16.4K
$456K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.51K- 17.31% |
$333K - $399K
|
26.3K
$732K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.86K- 7.32% |
$354K - $425K
|
74.2K
$2.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5.88K- 17.22% |
$356K - $426K
|
28.3K
$786K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.08K- 5.65% |
$368K - $441K
|
101K
$2.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.24K- 3.54% |
$378K - $453K
|
170K
$4.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.61K- 26.74% |
$400K - $479K
|
18.1K
$504K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.87K- 23.62% |
$416K - $498K
|
22.2K
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.88K- 9.26% |
$416K - $499K
|
67.4K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.93K- 41.89% |
$419K - $502K
|
9.61K
$267K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-7.57K- 28.94% |
$458K - $549K
|
18.6K
$517K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-7.68K- 27.39% |
$465K - $557K
|
20.4K
$567K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.7K- 12.58% |
$466K - $558K
|
53.5K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.15K- 26.87% |
$493K - $591K
|
22.2K
$617K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-8.74K- 10.37% |
$529K - $634K
|
75.5K
$2.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.03K- 48.83% |
$546K - $654K
|
9.46K
$263K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.4K- 7.61% |
$568K - $681K
|
114K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.47K- 30.04% |
$573K - $686K
|
22K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.6K- 69.87% |
$580K - $696K
|
4.14K
$115K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10K- 63.06% |
$607K - $728K
|
5.88K
$164K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-10.8K- 6.32% |
$656K - $786K
|
161K
$4.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-12.4K- 38.54% |
$750K - $898K
|
19.8K
$550K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-12.5K- 33.66% |
$754K - $903K
|
24.6K
$683K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 4.79% |
$838K - $1M
|
275K
$7.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-14.1K- 3.63% |
$855K - $1.02M
|
375K
$10.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-17.8K- 17.01% |
$1.08M - $1.29M
|
86.9K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.3K- 48.49% |
$1.17M - $1.4M
|
20.5K
$571K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-21.5K- 42.69% |
$1.3M - $1.56M
|
28.9K
$804K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21.8K- 4.74% |
$1.32M - $1.58M
|
439K
$12.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23K- 3.6% |
$1.39M - $1.67M
|
616K
$17.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-27K- 84.59% |
$1.63M - $1.96M
|
4.91K
$137K
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-27.8K- 62.51% |
$1.68M - $2.01M
|
16.7K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-34.3K- 31.91% |
$2.08M - $2.49M
|
73.2K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.2K- 32.39% |
$2.19M - $2.62M
|
75.5K
$2.1M
|