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
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.39% |
$122 - $140
|
509
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.16% |
$61.1 - $69.9
|
608
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.29% |
$61.1 - $69.9
|
348
$9.91K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.39% |
$61.1 - $69.9
|
257
$7.32K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.62% |
$61.1 - $69.9
|
163
$4.64K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$61.1 - $69.9
|
5.4K
$154K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.28% |
$61.1 - $69.9
|
355
$10.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 1.75% |
$61.1 - $69.9
|
58
$1.65K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 3.03% |
$61.1 - $69.9
|
34
$968
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$61.1 - $69.9
|
1
$28.5
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.08% |
$61.1 - $69.9
|
1.24K
$35.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.17% |
$61.1 - $69.9
|
573
$16.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 3.7% |
$61.1 - $69.9
|
28
$797
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
0- 100.0% |
$0 - $0
|
7.91K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
0+ 132115.33% |
$0 - $0
|
1.49B
$42.4B
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1- -0.0% |
$61.1 - $69.9
|
146K
$4.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1- -0.0% |
$61.1 - $69.9
|
146K
$4.17M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 3.33% |
$122 - $140
|
58
$1.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-4- 0.08% |
$244 - $280
|
4.83K
$138K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-4- 0.03% |
$244 - $280
|
14.2K
$405K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-6- 50.0% |
$366 - $420
|
6
$171
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7- 0.04% |
$427 - $490
|
19.4K
$552K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8- 0.07% |
$488 - $560
|
12.1K
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 1.77% |
$549 - $629
|
500
$14.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$611 - $699
|
11.8K
$336K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 0.79% |
$672 - $769
|
1.38K
$39.3K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-12- 0.04% |
$733 - $839
|
31.3K
$892K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.04% |
$733 - $839
|
31.3K
$892K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-16- 0.27% |
$977 - $1.12K
|
5.91K
$168K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 10.0% |
$1.22K - $1.4K
|
180
$5.13K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-24- 0.11% |
$1.47K - $1.68K
|
22.2K
$633K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-32- 0.2% |
$1.95K - $2.24K
|
16.2K
$462K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-32- 0.12% |
$1.95K - $2.24K
|
25.8K
$735K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-36- 0.44% |
$2.2K - $2.52K
|
8.2K
$233K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38- 0.17% |
$2.32K - $2.66K
|
22.4K
$639K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-38- 0.72% |
$2.32K - $2.66K
|
5.24K
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 0.53% |
$2.44K - $2.8K
|
7.5K
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-47- 0.91% |
$2.87K - $3.29K
|
5.13K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-47- 1.23% |
$2.87K - $3.29K
|
3.77K
$107K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-49- 13.73% |
$2.99K - $3.43K
|
308
$8.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.65% |
$3.05K - $3.5K
|
7.59K
$216K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-57- 0.23% |
$3.48K - $3.99K
|
24.7K
$703K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-62- 77.5% |
$3.79K - $4.34K
|
18
$513
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-62- 40.52% |
$3.79K - $4.34K
|
91
$2.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-62- 1.36% |
$3.79K - $4.34K
|
4.5K
$128K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-68- 0.16% |
$4.15K - $4.76K
|
41.3K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-70- 0.72% |
$4.27K - $4.9K
|
9.64K
$275K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-76- 0.6% |
$4.64K - $5.32K
|
12.6K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-78- 38.42% |
$4.76K - $5.46K
|
125
$3.56K
|