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 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-3.11K- 3.02% |
$190K - $217K
|
99.6K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.15K- 9.78% |
$192K - $220K
|
29K
$827K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.3K- 14.49% |
$202K - $231K
|
19.5K
$555K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.31KClosed |
$202K - $231K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.41K- 13.87% |
$208K - $239K
|
21.2K
$604K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.55K- 9.24% |
$217K - $248K
|
34.9K
$993K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.61K- 23.71% |
$220K - $252K
|
11.6K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.67K- 17.05% |
$224K - $256K
|
17.8K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.82K- 2.66% |
$233K - $267K
|
140K
$3.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.9K- 1.72% |
$238K - $273K
|
223K
$6.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.92K- 26.98% |
$239K - $274K
|
10.6K
$302K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-4.23K- 21.65% |
$258K - $295K
|
15.3K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.45K- 21.7% |
$272K - $311K
|
16.1K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.46K- 2.2% |
$272K - $312K
|
198K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.48K- 2.35% |
$273K - $313K
|
186K
$5.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.72K- 27.39% |
$288K - $330K
|
12.5K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.75K- 6.4% |
$290K - $332K
|
69.4K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4.84K- 17.14% |
$296K - $339K
|
23.4K
$667K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.9K- 29.88% |
$299K - $343K
|
11.5K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.94K- 5.61% |
$302K - $345K
|
83.1K
$2.37M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.95K- 23.2% |
$302K - $346K
|
16.4K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4.97K- 45.78% |
$303K - $347K
|
5.88K
$167K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.02K- 4.81% |
$306K - $351K
|
99.2K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 11.9% |
$312K - $357K
|
37.8K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.14K- 6.62% |
$314K - $359K
|
72.5K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.26K- 20.94% |
$321K - $368K
|
19.8K
$565K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.38K- 3.0% |
$328K - $376K
|
174K
$4.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.42K- 7.99% |
$331K - $379K
|
62.5K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.51K- 3.48% |
$336K - $385K
|
153K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.56K- 34.79% |
$340K - $389K
|
10.4K
$297K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.44K- 88.33% |
$393K - $450K
|
850
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.48K- 26.68% |
$396K - $453K
|
17.8K
$507K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.62K- 2.78% |
$404K - $463K
|
231K
$6.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7.01K- 6.77% |
$428K - $490K
|
96.5K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.2K- 87.34% |
$440K - $504K
|
1.04K
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.68K- 6.9% |
$469K - $537K
|
104K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.86K- 11.2% |
$480K - $550K
|
62.3K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-8.43K- 10.63% |
$514K - $589K
|
70.9K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.61K- 24.67% |
$526K - $602K
|
26.3K
$749K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.81K- 2.09% |
$538K - $616K
|
413K
$11.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-9.9K- 4.08% |
$604K - $692K
|
233K
$6.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-10.4K- 2.78% |
$636K - $728K
|
365K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-10.8K- 11.32% |
$659K - $755K
|
84.5K
$2.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.9K- 8.55% |
$666K - $763K
|
117K
$3.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-11.3K- 67.59% |
$691K - $792K
|
5.43K
$155K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-11.5K- 11.69% |
$705K - $808K
|
87.3K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-12.2K- 28.8% |
$742K - $850K
|
30.1K
$856K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-12.8K- 37.18% |
$779K - $893K
|
21.6K
$614K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13.5K- 21.27% |
$821K - $941K
|
49.8K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13.9K- 9.55% |
$851K - $975K
|
132K
$3.76M
|