Purchases and Sales Made in Q3 2022 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Mc Carthy Asset Management, Inc.

BUY
 -
15.2K
+ 28.71%
$919K - $1.1M
68.1K $1.89M
Oct 11, 2022 Q3 2022
Campbell Wealth Management

BUY
 -
14.8K
+ 6.48%
$897K - $1.07M
244K $6.78M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
12.8K
+ 2.23%
$771K - $925K
584K $16.3M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
12.3K
+ 14.85%
$747K - $895K
95.5K $2.66M
Nov 14, 2022 Q3 2022
Fortis Capital Management LLC

BUY
 -
12K
+ 25.29%
$723K - $867K
59.2K $1.65M
Nov 08, 2022 Q3 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
11.2K
+ 200.72%
$676K - $810K
16.7K $466K
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11K
+ 5.53%
$667K - $799K
210K $5.86M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
11K
+ 3.75%
$666K - $798K
305K $8.48M
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

BUY
 -
10.9K
+ 27.99%
$659K - $790K
49.8K $1.39M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
10.9K
+ 19.98%
$658K - $789K
65.4K $1.82M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
10.8K
+ 52.77%
$655K - $785K
31.3K $872K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
10.8K
+ 52.77%
$655K - $785K
31.3K $872K
Oct 31, 2022 Q3 2022
Nadler Financial Group, Inc.

BUY
 -
10.6K
+ 2.3%
$640K - $767K
471K $13.1M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
10.3K
+ 3.66%
$621K - $744K
291K $8.09M
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
10K
+ 6.06%
$605K - $725K
175K $4.87M
Oct 19, 2022 Q3 2022
Prentice Wealth Management LLC

BUY
 -
9.92K
New
$600K - $720K
9.92K $276K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
9.86K
+ 18.46%
$596K - $715K
63.2K $1.76M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
9.54K
+ 11.41%
$577K - $692K
93.2K $2.59M
Nov 14, 2022 Q3 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
9.49K
+ 6.93%
$574K - $688K
146K $4.08M
Nov 04, 2022 Q3 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
9.49K
+ 6.93%
$574K - $688K
146K $4.08M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.04K
+ 6.72%
$547K - $656K
144K $4M
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
8.75K
+ 1.23%
$529K - $634K
719K $20M
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
8.66K
+ 7.57%
$524K - $628K
123K $3.42M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
8.59K
New
$520K - $623K
8.59K $239K
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
8K
+ 3.13%
$484K - $580K
264K $7.34M
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
7.93K
+ 100.97%
$480K - $575K
15.8K $439K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
7.92K
+ 4.31%
$479K - $574K
192K $5.33M
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
7.89K
+ 58.6%
$477K - $572K
21.4K $594K
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
7.7K
New
$466K - $559K
7.7K $214K
Oct 13, 2022 Q3 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
7.55K
+ 0.78%
$457K - $548K
982K $27.3M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
7.47K
+ 4.9%
$452K - $542K
160K $4.45M
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
7.35K
+ 13.04%
$445K - $533K
63.7K $1.77M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
7.32K
+ 1.77%
$443K - $531K
421K $11.7M
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
7.09K
+ 8.72%
$429K - $514K
88.5K $2.46M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
7.07K
+ 39.18%
$428K - $512K
25.1K $699K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.94K
+ 44.74%
$420K - $503K
22.5K $625K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
6.79K
+ 14.92%
$411K - $492K
52.3K $1.46M
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
6.72K
+ 3.74%
$407K - $488K
187K $5.19M
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

BUY
 -
6.59K
+ 12.15%
$399K - $478K
60.8K $1.69M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.51K
+ 4.7%
$394K - $472K
145K $4.04M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
6.41K
+ 4.33%
$388K - $465K
154K $4.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
6.37K
New
$385K - $462K
6.37K $177K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
6.31K
+ 2.72%
$382K - $457K
238K $6.62M
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
6.3K
New
$381K - $457K
6.3K $175K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
6.3K
+ 4.16%
$381K - $457K
158K $4.39M
Nov 14, 2022 Q3 2022
Bowman & CO S.C.

BUY
 -
6.09K
New
$369K - $442K
6.09K $170K
Oct 25, 2022 Q3 2022
Smithbridge Asset Management Inc

BUY
 -
5.92K
+ 9.35%
$358K - $429K
69.2K $1.93M
Nov 10, 2022 Q3 2022
Rkl Wealth Management LLC

BUY
 -
5.86K
+ 1.07%
$354K - $425K
553K $15.4M
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.82K
+ 10.19%
$352K - $422K
62.9K $1.75M

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