Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.87M+ 12.56% |
$114M - $131M
|
16.8M
$477M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.17M+ 14760.14% |
$71.3M - $81.7M
|
1.18M
$33.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
963KNew |
$58.8M - $67.4M
|
963K
$27.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
724K+ 124.04% |
$44.2M - $50.7M
|
1.31M
$37.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
587K+ 5.77% |
$35.8M - $41.1M
|
10.8M
$307M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
196KNew |
$12M - $13.7M
|
196K
$5.58M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
167K+ 6.01% |
$10.2M - $11.7M
|
2.95M
$84M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
158K+ 4309.46% |
$9.67M - $11.1M
|
162K
$4.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
148KNew |
$9.03M - $10.3M
|
148K
$4.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128KNew |
$7.82M - $8.96M
|
128K
$3.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
123KNew |
$7.51M - $8.6M
|
123K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
122K+ 120.45% |
$7.46M - $8.55M
|
224K
$6.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
122K+ 13.68% |
$7.46M - $8.54M
|
1.01M
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
111KNew |
$6.79M - $7.78M
|
111K
$3.17M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 8.48% |
$6.14M - $7.03M
|
1.29M
$36.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
90.1KNew |
$5.5M - $6.3M
|
90.1K
$2.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
85.2K+ 11.84% |
$5.2M - $5.96M
|
804K
$22.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84.3K+ 98.16% |
$5.15M - $5.9M
|
170K
$4.85M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
78.3K+ 135.11% |
$4.78M - $5.47M
|
136K
$3.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
76.1KNew |
$4.65M - $5.32M
|
76.1K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.4K+ 8.12% |
$4.42M - $5.06M
|
963K
$27.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
72.3KNew |
$4.41M - $5.06M
|
72.3K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
71.5KNew |
$4.36M - $5M
|
71.5K
$2.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64.7K+ 3.93% |
$3.95M - $4.53M
|
1.71M
$48.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
64.7KNew |
$3.95M - $4.53M
|
64.7K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
63.2KNew |
$3.86M - $4.42M
|
63.2K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63K+ 11.3% |
$3.85M - $4.41M
|
621K
$17.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59.8KNew |
$3.65M - $4.18M
|
59.8K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54.9K+ 84.02% |
$3.35M - $3.84M
|
120K
$3.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
54.2KNew |
$3.31M - $3.79M
|
54.2K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 21.62% |
$2.9M - $3.33M
|
268K
$7.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47.1K+ 10.28% |
$2.88M - $3.3M
|
506K
$14.4M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.5KNew |
$2.53M - $2.9M
|
41.5K
$1.18M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39.8K+ 131.67% |
$2.43M - $2.78M
|
69.9K
$1.99M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
35.9K+ 109.87% |
$2.19M - $2.51M
|
68.6K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.9K+ 21.19% |
$2.07M - $2.37M
|
194K
$5.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
32.9K+ 44.56% |
$2.01M - $2.3M
|
107K
$3.04M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32.9KNew |
$2.01M - $2.3M
|
32.9K
$936K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31KNew |
$1.9M - $2.17M
|
31K
$884K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
30.1KNew |
$1.84M - $2.11M
|
30.1K
$857K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
29.6KNew |
$1.81M - $2.07M
|
29.6K
$844K
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
29KNew |
$1.77M - $2.03M
|
29K
$825K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
28.7K+ 5.19% |
$1.75M - $2.01M
|
582K
$16.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.2K+ 230.28% |
$1.72M - $1.97M
|
40.4K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 4.48% |
$1.71M - $1.96M
|
653K
$18.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28KNew |
$1.71M - $1.96M
|
28K
$797K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
27K+ 8.64% |
$1.65M - $1.89M
|
340K
$9.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
26.4KNew |
$1.61M - $1.85M
|
26.4K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
26.1K+ 100.26% |
$1.59M - $1.82M
|
52.1K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
25.7KNew |
$1.57M - $1.8M
|
25.7K
$732K
|