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 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-340- 9.31% |
$20.8K - $23.8K
|
3.31K
$94.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-366- 1.82% |
$22.3K - $25.6K
|
19.7K
$562K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-371- 2.17% |
$22.6K - $25.9K
|
16.8K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-388- 1.74% |
$23.7K - $27.1K
|
21.9K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-391- 6.58% |
$23.9K - $27.3K
|
5.55K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-436- 3.99% |
$26.6K - $30.5K
|
10.5K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-447- 3.57% |
$27.3K - $31.3K
|
12.1K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-450- 0.16% |
$27.5K - $31.5K
|
275K
$7.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-478- 2.7% |
$29.2K - $33.4K
|
17.2K
$490K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-484- 0.45% |
$29.5K - $33.9K
|
108K
$3.07M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-494- 5.81% |
$30.2K - $34.6K
|
8.01K
$228K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-500- 5.04% |
$30.5K - $35K
|
9.41K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-508- 1.53% |
$31K - $35.5K
|
32.8K
$934K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-511- 1.24% |
$31.2K - $35.7K
|
40.6K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 2.43% |
$31.3K - $35.9K
|
20.6K
$587K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 2.43% |
$31.3K - $35.9K
|
20.6K
$587K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-515- 46.65% |
$31.4K - $36K
|
589
$16.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-522- 56.99% |
$31.9K - $36.5K
|
394
$11.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-523- 9.24% |
$31.9K - $36.6K
|
5.14K
$146K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-525- 8.62% |
$32.1K - $36.7K
|
5.56K
$158K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-529- 0.29% |
$32.3K - $37K
|
180K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-533- 1.39% |
$32.5K - $37.3K
|
37.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-533- 5.45% |
$32.5K - $37.3K
|
9.25K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-576- 2.82% |
$35.2K - $40.3K
|
19.9K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-597- 1.24% |
$36.4K - $41.8K
|
47.6K
$1.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-614- 1.94% |
$37.5K - $42.9K
|
31.1K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-637- 15.53% |
$38.9K - $44.6K
|
3.46K
$98.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-649- 0.45% |
$39.6K - $45.4K
|
144K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-655- 3.42% |
$40K - $45.8K
|
18.5K
$526K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-702- 1.03% |
$42.9K - $49.1K
|
67.4K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-705- 0.68% |
$43K - $49.3K
|
103K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-706- 15.47% |
$43.1K - $49.4K
|
3.86K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-714- 1.45% |
$43.6K - $49.9K
|
48.4K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-719- 41.9% |
$43.9K - $50.3K
|
997
$28.4K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-751- 11.28% |
$45.8K - $52.5K
|
5.91K
$168K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-774- 9.76% |
$47.3K - $54.1K
|
7.16K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-778- 14.4% |
$47.5K - $54.4K
|
4.63K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-820- 6.02% |
$50.1K - $57.4K
|
12.8K
$364K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-822- 0.78% |
$50.2K - $57.5K
|
105K
$2.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-834- 5.0% |
$50.9K - $58.3K
|
15.8K
$451K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-844- 16.91% |
$51.5K - $59K
|
4.15K
$118K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-847- 1.63% |
$51.7K - $59.2K
|
51K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-869- 9.95% |
$53.1K - $60.8K
|
7.87K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-876- 0.85% |
$53.5K - $61.3K
|
102K
$2.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-899- 9.85% |
$54.9K - $62.9K
|
8.23K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-911- 12.98% |
$55.6K - $63.7K
|
6.11K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-931- 3.89% |
$56.8K - $65.1K
|
23K
$655K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-938- 1.05% |
$57.3K - $65.6K
|
88.3K
$2.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-938- 0.53% |
$57.3K - $65.6K
|
177K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-944- 1.14% |
$57.6K - $66K
|
82K
$2.34M
|