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
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
704
+ 15.4%
$42.6K - $51K
5.27K $147K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
681
+ 0.75%
$41.2K - $49.4K
91.8K $2.55M
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
668
+ 0.91%
$40.4K - $48.4K
73.8K $2.05M
Nov 15, 2022 Q3 2022
Pittenger & Anderson Inc

BUY
 -
667
+ 0.51%
$40.4K - $48.4K
131K $3.65M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
659
+ 8.68%
$39.9K - $47.8K
8.25K $230K
Oct 14, 2022 Q3 2022
Oldfather Financial Services, LLC

BUY
 -
650
+ 4.22%
$39.3K - $47.1K
16.1K $447K
Oct 14, 2022 Q3 2022
Carolina Wealth Advisors, LLC

BUY
 -
623
+ 1.16%
$37.7K - $45.2K
54.2K $1.51M
Nov 10, 2022 Q3 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
589
+ 3.65%
$35.6K - $42.7K
16.7K $466K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
584
+ 1.41%
$35.3K - $42.3K
42.1K $1.17M
Oct 18, 2022 Q3 2022
Newton One Investments LLC

BUY
 -
562
+ 0.27%
$34K - $40.8K
211K $5.88M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
554
+ 10.38%
$33.5K - $40.2K
5.89K $164K
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
553
+ 3.55%
$33.5K - $40.1K
16.1K $448K
Nov 08, 2022 Q3 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
538
+ 0.65%
$32.5K - $39K
82.9K $2.31M
Nov 10, 2022 Q3 2022
Hc Advisors, LLC

BUY
 -
534
+ 1.63%
$32.3K - $38.7K
33.3K $927K
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
502
+ 11.37%
$30.4K - $36.4K
4.92K $137K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
490
+ 1.56%
$29.6K - $35.5K
32K $890K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
490
+ 0.47%
$29.6K - $35.5K
106K $2.94M
Nov 14, 2022 Q3 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
460
+ 0.47%
$27.8K - $33.4K
98.8K $2.75M
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
456
+ 0.8%
$27.6K - $33.1K
57.4K $1.6M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
447
+ 1.07%
$27K - $32.4K
42.2K $1.17M
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
418
+ 7.78%
$25.3K - $30.3K
5.79K $161K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
410
+ 20.34%
$24.8K - $29.7K
2.43K $67.5K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
405
+ 3.23%
$24.5K - $29.4K
12.9K $360K
Nov 03, 2022 Q3 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
405
+ 207.69%
$24.5K - $29.4K
600 $16.7K
Nov 08, 2022 Q3 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
398
+ 4.08%
$24.1K - $28.9K
10.1K $282K
Oct 17, 2022 Q3 2022
John W. Brooker & Co., Cp As

BUY
 -
398
+ 0.47%
$24.1K - $28.9K
85.9K $2.39M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
396
+ 1.13%
$24K - $28.7K
35.5K $987K
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
395
+ 22.01%
$23.9K - $28.6K
2.19K $60.9K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
395
+ 0.74%
$23.9K - $28.6K
53.4K $1.49M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

BUY
 -
388
New
$23.5K - $28.1K
388 $10.8K
Oct 11, 2022 Q3 2022
Pflug Koory, LLC

BUY
 -
378
+ 28.61%
$22.9K - $27.4K
1.7K $47.3K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
374
+ 5.7%
$22.6K - $27.1K
6.94K $193K
Aug 13, 2024 Q3 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
341
+ 4.56%
$20.6K - $24.7K
7.82K $218K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
334
+ 2.13%
$20.2K - $24.2K
16K $445K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
331
New
$20K - $24K
331 $9.21K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
317
+ 0.61%
$19.2K - $23K
52.5K $1.46M
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

BUY
 -
304
+ 3.54%
$18.4K - $22K
8.89K $248K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
301
+ 146.12%
$18.2K - $21.8K
507 $14.1K
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
299
+ 1.83%
$18.1K - $21.7K
16.6K $463K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
296
New
$17.9K - $21.5K
296 $8.24K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
291
+ 173.21%
$17.6K - $21.1K
459 $12.8K
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
290
+ 7250.0%
$17.5K - $21K
294 $8.18K
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
284
+ 0.38%
$17.2K - $20.6K
74.1K $2.06M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
279
+ 1.03%
$16.9K - $20.2K
27.3K $759K
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
269
+ 1.49%
$16.3K - $19.5K
18.3K $509K
Oct 19, 2022 Q3 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
268
+ 0.53%
$16.2K - $19.4K
51.2K $1.42M
Oct 24, 2022 Q3 2022
First National Corp

BUY
 -
254
+ 0.15%
$15.4K - $18.4K
165K $4.59M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
239
+ 0.98%
$14.5K - $17.3K
24.6K $685K
Oct 18, 2022 Q3 2022
Arlington Financial Advisors, LLC

BUY
 -
233
+ 1.66%
$14.1K - $16.9K
14.2K $396K

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