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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-79- 1.48% |
$4.82K - $5.53K
|
5.24K
$149K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-89- 1.54% |
$5.43K - $6.22K
|
5.7K
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-94- 1.63% |
$5.74K - $6.57K
|
5.68K
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-96- 0.97% |
$5.86K - $6.71K
|
9.81K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-96- 1.16% |
$5.86K - $6.71K
|
8.19K
$233K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-107- 0.07% |
$6.53K - $7.48K
|
151K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-117- 2.91% |
$7.14K - $8.18K
|
3.9K
$111K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-123- 1.42% |
$7.51K - $8.6K
|
8.57K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-125- 44.96% |
$7.63K - $8.74K
|
153
$4.36K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-129- 0.21% |
$7.88K - $9.02K
|
62.2K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-135- 2.94% |
$8.24K - $9.44K
|
4.45K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-137- 2.82% |
$8.36K - $9.58K
|
4.73K
$135K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-143- 1.19% |
$8.73K - $10K
|
11.9K
$339K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-145- 3.04% |
$8.85K - $10.1K
|
4.63K
$132K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-146- 0.92% |
$8.91K - $10.2K
|
15.8K
$450K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-147- 2.19% |
$8.97K - $10.3K
|
6.57K
$187K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-148- 0.31% |
$9.04K - $10.4K
|
47.1K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-150- 0.17% |
$9.16K - $10.5K
|
88.3K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 21.16% |
$9.16K - $10.5K
|
559
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-162- 0.73% |
$9.89K - $11.3K
|
22.1K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-183- 25.56% |
$11.2K - $12.8K
|
533
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-190- 1.11% |
$11.6K - $13.3K
|
16.9K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-193- 1.83% |
$11.8K - $13.5K
|
10.4K
$295K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-195- 0.13% |
$11.9K - $13.6K
|
154K
$4.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-200- 0.43% |
$12.2K - $14K
|
46.2K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200- 3.6% |
$12.2K - $14K
|
5.36K
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-200- 2.52% |
$12.2K - $14K
|
7.72K
$220K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-200- 4.82% |
$12.2K - $14K
|
3.95K
$112K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-200- 3.59% |
$12.2K - $14K
|
5.38K
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-206- 2.92% |
$12.6K - $14.4K
|
6.85K
$195K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-206- 1.53% |
$12.6K - $14.4K
|
13.2K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-210- 0.71% |
$12.8K - $14.7K
|
29.5K
$841K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-211- 3.03% |
$12.9K - $14.8K
|
6.76K
$193K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-227- 0.55% |
$13.9K - $15.9K
|
41.1K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-233- 2.2% |
$14.2K - $16.3K
|
10.4K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-237- 4.31% |
$14.5K - $16.6K
|
5.26K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-239- 5.81% |
$14.6K - $16.7K
|
3.88K
$110K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-242- 0.68% |
$14.8K - $16.9K
|
35.6K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-243- 1.08% |
$14.8K - $17K
|
22.3K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-244- 0.87% |
$14.9K - $17.1K
|
27.9K
$794K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-246- 2.43% |
$15K - $17.2K
|
9.9K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-248- 11.22% |
$15.1K - $17.3K
|
1.96K
$55.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-251- 0.1% |
$15.3K - $17.6K
|
251K
$7.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-266- 4.68% |
$16.2K - $18.6K
|
5.42K
$154K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-272- 2.38% |
$16.6K - $19K
|
11.2K
$318K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.51% |
$16.8K - $19.3K
|
54K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-317- 3.44% |
$19.4K - $22.2K
|
8.89K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-333- 1.01% |
$20.3K - $23.3K
|
32.6K
$929K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-335- 0.27% |
$20.5K - $23.4K
|
122K
$3.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-335- 0.69% |
$20.5K - $23.4K
|
48.6K
$1.38M
|