Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
28.5K+ 2.16% |
$2.16M - $2.37M
|
1.35M
$39.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28K+ 9.98% |
$2.13M - $2.34M
|
309K
$9.02M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.6K+ 75.44% |
$1.87M - $2.05M
|
57.2K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
24K+ 14.52% |
$1.82M - $2M
|
189K
$5.52M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
23.3KNew |
$1.77M - $1.95M
|
23.3K
$681K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
22.7K+ 5.82% |
$1.72M - $1.89M
|
412K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.7K+ 166.76% |
$1.72M - $1.89M
|
36.3K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
22.2KNew |
$1.68M - $1.85M
|
22.2K
$647K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
21.3KNew |
$1.62M - $1.78M
|
21.3K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
21.1KNew |
$1.6M - $1.76M
|
21.1K
$615K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.6K+ 6.26% |
$1.56M - $1.72M
|
349K
$10.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
20.3KNew |
$1.54M - $1.69M
|
20.3K
$592K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
19.4K+ 8.28% |
$1.47M - $1.62M
|
254K
$7.4M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19.2K+ 142.79% |
$1.46M - $1.6M
|
32.7K
$954K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19.2K+ 15.95% |
$1.46M - $1.6M
|
139K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1K+ 0.35% |
$1.45M - $1.59M
|
5.48M
$160M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
17.9KNew |
$1.36M - $1.49M
|
17.9K
$522K
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
17.7K+ 26.07% |
$1.35M - $1.48M
|
85.8K
$2.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
17.4KNew |
$1.32M - $1.45M
|
17.4K
$507K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
17.3KNew |
$1.31M - $1.44M
|
17.3K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 3.72% |
$1.3M - $1.43M
|
478K
$14M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16.3KNew |
$1.24M - $1.36M
|
16.3K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.1KNew |
$1.22M - $1.34M
|
16.1K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 32.93% |
$1.19M - $1.3M
|
63.1K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14.9K+ 22.36% |
$1.13M - $1.24M
|
81.6K
$2.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 5.36% |
$1.12M - $1.23M
|
289K
$8.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.3KNew |
$1.08M - $1.19M
|
14.3K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14K+ 161.9% |
$1.07M - $1.17M
|
22.7K
$663K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 1.31% |
$1.02M - $1.12M
|
1.03M
$30.2M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.2KNew |
$1.01M - $1.1M
|
13.2K
$387K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
13.1K+ 19.7% |
$999K - $1.1M
|
79.8K
$2.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.8K+ 18.81% |
$971K - $1.07M
|
80.7K
$2.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.7K+ 3.5% |
$968K - $1.06M
|
376K
$11M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
12.3K+ 32.44% |
$933K - $1.02M
|
50.1K
$1.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.1KNew |
$920K - $1.01M
|
12.1K
$353K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
12K+ 5.38% |
$913K - $1M
|
235K
$6.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.7K+ 4.6% |
$889K - $976K
|
266K
$7.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
11.4KNew |
$868K - $952K
|
11.4K
$334K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
11.4KNew |
$864K - $948K
|
11.4K
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
11.2K+ 9.6% |
$851K - $933K
|
128K
$3.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7K+ 57.29% |
$813K - $891K
|
29.4K
$857K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 13.3% |
$806K - $884K
|
90.4K
$2.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10.5K+ 188.64% |
$795K - $872K
|
16K
$467K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10.3K+ 3.54% |
$779K - $855K
|
299K
$8.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.68K+ 21.01% |
$735K - $807K
|
55.7K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
9.66K+ 30.14% |
$734K - $805K
|
41.7K
$1.22M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.36K+ 7.15% |
$711K - $780K
|
140K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9.33KNew |
$709K - $778K
|
9.33K
$272K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.29K+ 11.8% |
$706K - $774K
|
88K
$2.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.79K+ 1.97% |
$668K - $733K
|
454K
$13.3M
|