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
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8.18K+ 53.85% |
$499K - $572K
|
23.4K
$665K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.11K+ 3.87% |
$495K - $567K
|
218K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.83KNew |
$478K - $547K
|
7.83K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
7.72K+ 59.18% |
$471K - $540K
|
20.8K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.67K+ 44.59% |
$468K - $537K
|
24.9K
$709K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.48K+ 14.2% |
$457K - $523K
|
60.2K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
7.4KNew |
$452K - $517K
|
7.4K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.37K+ 3.5% |
$450K - $515K
|
218K
$6.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
7.31KNew |
$446K - $511K
|
7.31K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.26K+ 8.17% |
$443K - $507K
|
96K
$2.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
7.24KNew |
$442K - $506K
|
7.24K
$206K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.22K+ 235.32% |
$440K - $505K
|
10.3K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.18K+ 136.35% |
$439K - $502K
|
12.5K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.15K+ 5.88% |
$437K - $500K
|
129K
$3.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.98K+ 2.4% |
$426K - $488K
|
298K
$8.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
6.76K+ 197.17% |
$413K - $473K
|
10.2K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.66K+ 25.32% |
$407K - $466K
|
33K
$939K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.48K+ 3.77% |
$396K - $453K
|
178K
$5.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.13KNew |
$374K - $429K
|
6.13K
$175K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.11K+ 8.27% |
$373K - $427K
|
79.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.08K+ 1.58% |
$371K - $425K
|
390K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.92K+ 16.23% |
$362K - $414K
|
42.4K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
5.88KNew |
$359K - $411K
|
5.88K
$167K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.71KNew |
$348K - $399K
|
5.71K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.67K+ 55.89% |
$346K - $397K
|
15.8K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.5KNew |
$336K - $384K
|
5.5K
$157K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.31K+ 3.12% |
$324K - $371K
|
175K
$4.99M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
5.22K+ 3.16% |
$318K - $365K
|
170K
$4.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
5.1K+ 11.66% |
$311K - $356K
|
48.8K
$1.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.07KNew |
$309K - $355K
|
5.07K
$144K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.98K+ 20.28% |
$304K - $348K
|
29.5K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$303K - $347K
|
4.96K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.92KNew |
$300K - $344K
|
4.92K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.8K+ 23.57% |
$293K - $336K
|
25.2K
$717K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77K+ 3.03% |
$291K - $334K
|
162K
$4.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.58K+ 4.43% |
$280K - $321K
|
108K
$3.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.43K+ 7.79% |
$270K - $309K
|
61.2K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.29K+ 3.27% |
$262K - $300K
|
135K
$3.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.1K+ 12.97% |
$250K - $287K
|
35.7K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09K+ 2036.82% |
$250K - $286K
|
4.3K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.07KNew |
$248K - $285K
|
4.07K
$116K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.07K+ 69.11% |
$248K - $284K
|
9.95K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.05K+ 2.79% |
$247K - $283K
|
149K
$4.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.04K+ 6.15% |
$247K - $282K
|
69.7K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.99K+ 4.18% |
$244K - $279K
|
99.3K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.94K+ 6.67% |
$241K - $276K
|
63.1K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.94K+ 3.2% |
$241K - $276K
|
127K
$3.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.93K+ 12.44% |
$240K - $275K
|
35.5K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 3.79% |
$238K - $273K
|
107K
$3.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.91KNew |
$238K - $273K
|
3.91K
$111K
|