Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-38- 58.46% |
$2.69K - $3.07K
|
27
$754
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41- 0.08% |
$2.9K - $3.32K
|
50.9K
$1.42M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-42- 0.16% |
$2.97K - $3.4K
|
25.9K
$722K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-44- 10.92% |
$3.11K - $3.56K
|
359
$10K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-48- 1.42% |
$3.39K - $3.88K
|
3.34K
$93.4K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-48- 0.23% |
$3.39K - $3.88K
|
21.1K
$589K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-49Closed |
$3.46K - $3.96K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-54- 0.43% |
$3.82K - $4.37K
|
12.4K
$347K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-60- 89.55% |
$4.24K - $4.85K
|
7
$196
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-61- 0.6% |
$4.31K - $4.93K
|
10.1K
$281K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.22% |
$4.38K - $5.02K
|
28.2K
$787K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-65- 69.89% |
$4.59K - $5.26K
|
28
$782
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-73Closed |
$5.16K - $5.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-79- 28.21% |
$5.58K - $6.39K
|
201
$5.62K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-80- 4.9% |
$5.65K - $6.47K
|
1.55K
$43.4K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-81- 0.5% |
$5.72K - $6.55K
|
16.1K
$449K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-81- 2.18% |
$5.72K - $6.55K
|
3.64K
$102K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82Closed |
$5.79K - $6.63K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-84- 68.85% |
$5.94K - $6.79K
|
38
$1.06K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-84Closed |
$5.94K - $6.79K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-89- 0.15% |
$6.29K - $7.2K
|
57.9K
$1.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.07K - $8.09K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-100- 2.04% |
$7.07K - $8.09K
|
4.8K
$134K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 1.78% |
$7.42K - $8.49K
|
5.78K
$161K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-106- 0.59% |
$7.49K - $8.57K
|
18K
$502K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-109- 1.21% |
$7.7K - $8.82K
|
8.9K
$249K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-113Closed |
$7.98K - $9.14K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-124- 0.56% |
$8.76K - $10K
|
22.1K
$618K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-124- 0.32% |
$8.76K - $10K
|
38.3K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-130- 0.56% |
$9.19K - $10.5K
|
23K
$643K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-130- 3.4% |
$9.19K - $10.5K
|
3.69K
$103K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-138- 1.62% |
$9.75K - $11.2K
|
8.4K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-148- 4.09% |
$10.5K - $12K
|
3.47K
$96.9K
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-152- 2.4% |
$10.7K - $12.3K
|
6.19K
$173K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-154Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-158- 2.34% |
$11.2K - $12.8K
|
6.59K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-159- 3.73% |
$11.2K - $12.9K
|
4.11K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-162- 0.18% |
$11.4K - $13.1K
|
90.7K
$2.53M
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-176- 3.16% |
$12.4K - $14.2K
|
5.39K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-177- 20.18% |
$12.5K - $14.3K
|
700
$19.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 5.22% |
$13.1K - $15K
|
3.38K
$94.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-188- 1.87% |
$13.3K - $15.2K
|
9.89K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 33.05% |
$13.8K - $15.8K
|
395
$11K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-197- 1.14% |
$13.9K - $15.9K
|
17.2K
$479K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-200- 3.66% |
$14.1K - $16.2K
|
5.27K
$147K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-200- 93.46% |
$14.1K - $16.2K
|
14
$391
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 2.75% |
$14.1K - $16.2K
|
7.08K
$198K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 4.02% |
$14.1K - $16.2K
|
4.77K
$133K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-204- 86.08% |
$14.4K - $16.5K
|
33
$922
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-205- 1.86% |
$14.5K - $16.6K
|
10.8K
$302K
|