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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-958- 8.42% |
$58.5K - $67K
|
10.4K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-978- 11.85% |
$59.7K - $68.4K
|
7.28K
$207K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-980- 1.17% |
$59.8K - $68.5K
|
82.6K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-988- 5.35% |
$60.3K - $69.1K
|
17.5K
$498K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1K- 6.16% |
$61.1K - $69.9K
|
15.2K
$434K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-1.01K- 12.23% |
$61.8K - $70.8K
|
7.26K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 15.86% |
$63.1K - $72.2K
|
5.48K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.12% |
$65.5K - $75K
|
49.5K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.12K- 7.82% |
$68.5K - $78.5K
|
13.2K
$377K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 2.71% |
$69.7K - $79.9K
|
41K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.18K- 1.41% |
$71.9K - $82.3K
|
82.3K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.19K- 17.15% |
$72.6K - $83.2K
|
5.75K
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.26K- 2.5% |
$77K - $88.3K
|
49.2K
$1.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-1.33K- 5.98% |
$80.9K - $92.7K
|
20.8K
$594K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.35K- 8.87% |
$82.4K - $94.4K
|
13.9K
$395K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.39K- 21.75% |
$84.9K - $97.2K
|
5K
$142K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.46K- 0.93% |
$89.1K - $102K
|
156K
$4.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.5K- 29.62% |
$91.6K - $105K
|
3.57K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.52K- 4.8% |
$92.7K - $106K
|
30.1K
$857K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.52K- 4.14% |
$93K - $107K
|
35.3K
$1.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.53K- 74.69% |
$93.2K - $107K
|
517
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 5.65% |
$94K - $108K
|
25.7K
$733K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.6K- 5.88% |
$97.6K - $112K
|
25.6K
$728K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.62K- 7.31% |
$99.1K - $114K
|
20.6K
$587K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.63K- 0.96% |
$99.3K - $114K
|
167K
$4.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.64K- 3.12% |
$99.8K - $114K
|
50.8K
$1.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.69K- 1.05% |
$103K - $118K
|
159K
$4.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.72K- 11.16% |
$105K - $120K
|
13.7K
$390K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-1.77K- 11.1% |
$108K - $124K
|
14.2K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.79K- 3.72% |
$110K - $125K
|
46.4K
$1.32M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.8K- 6.9% |
$110K - $126K
|
24.3K
$691K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.8K- 10.83% |
$110K - $126K
|
14.8K
$422K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.87K- 10.06% |
$114K - $131K
|
16.7K
$476K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.01K- 9.25% |
$123K - $141K
|
19.7K
$562K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.09K- 18.24% |
$127K - $146K
|
9.35K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.34% |
$130K - $149K
|
89.2K
$2.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.15K- 6.65% |
$131K - $151K
|
30.2K
$861K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.28K- 2.0% |
$139K - $160K
|
112K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.3K- 0.67% |
$141K - $161K
|
344K
$9.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.33K- 13.84% |
$142K - $163K
|
14.5K
$413K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.42K- 13.88% |
$147K - $169K
|
15K
$427K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.42K- 14.87% |
$148K - $169K
|
13.8K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.42K- 4.85% |
$148K - $169K
|
47.4K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.45K- 11.13% |
$150K - $172K
|
19.6K
$558K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.57K- 2.7% |
$157K - $180K
|
92.6K
$2.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.61K- 27.58% |
$159K - $182K
|
6.85K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.64K- 27.67% |
$161K - $185K
|
6.9K
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 20.45% |
$162K - $185K
|
10.3K
$293K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 1.98% |
$174K - $200K
|
141K
$4.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.04K- 99.84% |
$185K - $212K
|
5
$142
|