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 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
230+ 5.79% |
$13.9K - $16.7K
|
4.2K
$117K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
228New |
$13.8K - $16.5K
|
228
$6.35K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
224+ 0.25% |
$13.6K - $16.2K
|
91.3K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
221+ 0.72% |
$13.4K - $16K
|
31K
$863K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
221+ 0.72% |
$13.4K - $16K
|
31K
$863K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
211+ 6.13% |
$12.8K - $15.3K
|
3.65K
$102K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
205+ 1.73% |
$12.4K - $14.9K
|
12.1K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
205+ 0.34% |
$12.4K - $14.9K
|
61K
$1.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 2.27% |
$12.1K - $14.5K
|
9.03K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
182+ 0.09% |
$11K - $13.2K
|
199K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
181+ 1.17% |
$11K - $13.1K
|
15.7K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
173+ 2.23% |
$10.5K - $12.5K
|
7.92K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
173+ 0.59% |
$10.5K - $12.5K
|
29.7K
$828K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
151+ 0.95% |
$9.14K - $10.9K
|
16.1K
$447K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136+ 0.61% |
$8.23K - $9.86K
|
22.5K
$625K
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
129+ 0.75% |
$7.8K - $9.35K
|
17.2K
$480K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
113+ 3.83% |
$6.84K - $8.19K
|
3.07K
$85.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 5.75% |
$6.72K - $8.05K
|
2.04K
$56.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.35% |
$6.41K - $7.69K
|
7.93K
$221K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
105+ 0.88% |
$6.35K - $7.61K
|
12.1K
$336K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
103+ 4.59% |
$6.23K - $7.47K
|
2.35K
$65.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 1.31% |
$5.93K - $7.11K
|
7.57K
$211K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
98+ 0.44% |
$5.93K - $7.11K
|
22.2K
$618K
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
96+ 1.69% |
$5.81K - $6.96K
|
5.78K
$161K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
86+ 0.26% |
$5.2K - $6.24K
|
32.8K
$912K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
85New |
$5.14K - $6.16K
|
85
$2.37K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
81+ 41.12% |
$4.9K - $5.87K
|
278
$7.74K
|
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
79+ 0.46% |
$4.78K - $5.73K
|
17.3K
$481K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
77+ 308.0% |
$4.66K - $5.58K
|
102
$2.84K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 1.51% |
$4.54K - $5.44K
|
5.04K
$140K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
73+ 9.89% |
$4.42K - $5.29K
|
811
$22.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
71+ 0.35% |
$4.3K - $5.15K
|
20.4K
$569K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
67+ 0.16% |
$4.05K - $4.86K
|
41.4K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
62+ 0.23% |
$3.75K - $4.5K
|
27.2K
$756K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60+ 19.05% |
$3.63K - $4.35K
|
375
$10.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58+ 0.12% |
$3.51K - $4.21K
|
48.9K
$1.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
57+ 3.58% |
$3.45K - $4.13K
|
1.65K
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.46% |
$3.39K - $4.06K
|
12.3K
$342K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
55+ 0.46% |
$3.33K - $3.99K
|
12K
$335K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
52+ 0.43% |
$3.15K - $3.77K
|
12.1K
$338K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
52+ 0.6% |
$3.15K - $3.77K
|
8.69K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
51+ 0.62% |
$3.09K - $3.7K
|
8.29K
$231K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
47+ 1.59% |
$2.84K - $3.41K
|
3.01K
$83.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45New |
$2.72K - $3.26K
|
45
$1.25K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45+ 0.55% |
$2.72K - $3.26K
|
8.23K
$229K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
41New |
$2.48K - $2.97K
|
41
$1.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
38+ 1.11% |
$2.3K - $2.76K
|
3.46K
$96.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33+ 0.31% |
$2K - $2.39K
|
10.6K
$295K
|
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
33+ 0.89% |
$2K - $2.39K
|
3.76K
$105K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 0.46% |
$1.88K - $2.25K
|
6.74K
$188K
|