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 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
287+ 6.83% |
$17.5K - $20.1K
|
4.49K
$128K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
283+ 1.99% |
$17.3K - $19.8K
|
14.5K
$414K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
282+ 1.19% |
$17.2K - $19.7K
|
23.9K
$680K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
278+ 3971.43% |
$17K - $19.4K
|
285
$8.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
271New |
$16.5K - $19K
|
271
$7.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
256+ 0.27% |
$15.6K - $17.9K
|
95.8K
$2.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
255+ 2.97% |
$15.6K - $17.8K
|
8.84K
$252K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
250+ 2.37% |
$15.3K - $17.5K
|
10.8K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
250New |
$15.3K - $17.5K
|
250
$7.12K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
249New |
$15.2K - $17.4K
|
249
$7.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
245New |
$15K - $17.1K
|
245
$6.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
226New |
$13.8K - $15.8K
|
226
$6.44K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
211New |
$12.9K - $14.8K
|
211
$6.01K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 2.21% |
$12.2K - $14K
|
9.23K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$12.2K - $14K
|
200
$5.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
199New |
$12.1K - $13.9K
|
199
$5.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
195New |
$11.9K - $13.6K
|
195
$5.55K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
194+ 0.34% |
$11.8K - $13.6K
|
57.3K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193New |
$11.8K - $13.5K
|
193
$5.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
192+ 1.46% |
$11.7K - $13.4K
|
13.4K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
183+ 4.41% |
$11.2K - $12.8K
|
4.33K
$123K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
178New |
$10.9K - $12.4K
|
178
$5.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
178+ 1.27% |
$10.9K - $12.4K
|
14.2K
$403K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
175+ 10.3% |
$10.7K - $12.2K
|
1.87K
$53.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
164+ 1.22% |
$10K - $11.5K
|
13.6K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
162+ 1.01% |
$9.89K - $11.3K
|
16.2K
$462K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
158New |
$9.65K - $11.1K
|
158
$4.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
158+ 3.82% |
$9.65K - $11.1K
|
4.3K
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
157+ 2.71% |
$9.58K - $11K
|
5.94K
$169K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
157+ 2.24% |
$9.58K - $11K
|
7.17K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
155New |
$9.46K - $10.8K
|
155
$4.41K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$9.16K - $10.5K
|
150
$4.27K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
148+ 0.85% |
$9.04K - $10.4K
|
17.6K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
115+ 0.28% |
$7.02K - $8.04K
|
40.6K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
110+ 107.84% |
$6.72K - $7.69K
|
212
$6.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
106+ 16.91% |
$6.47K - $7.41K
|
733
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
100+ 2.66% |
$6.11K - $6.99K
|
3.86K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
90+ 1.86% |
$5.49K - $6.29K
|
4.94K
$141K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
87+ 1.77% |
$5.31K - $6.08K
|
5K
$143K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
86+ 0.9% |
$5.25K - $6.01K
|
9.69K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
85+ 0.24% |
$5.19K - $5.94K
|
35.7K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
84+ 0.6% |
$5.13K - $5.87K
|
14.1K
$401K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
78+ 1.42% |
$4.76K - $5.46K
|
5.58K
$159K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
76+ 1.62% |
$4.64K - $5.32K
|
4.77K
$136K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
76+ 1.7% |
$4.64K - $5.32K
|
4.54K
$129K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
76+ 1.12% |
$4.64K - $5.32K
|
6.85K
$195K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 0.96% |
$4.58K - $5.25K
|
7.89K
$225K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
75New |
$4.58K - $5.25K
|
75
$2.14K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2.05K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72New |
$4.4K - $5.04K
|
72
$2.05K
|