Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.2KNew |
$388K - $421K
|
5.2K
$145K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1K+ 22.97% |
$381K - $413K
|
27.3K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.99K+ 2.28% |
$373K - $404K
|
224K
$6.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 0.86% |
$371K - $403K
|
581K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.9K+ 4.21% |
$366K - $397K
|
121K
$3.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.89KNew |
$365K - $396K
|
4.89K
$137K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 12.33% |
$363K - $394K
|
44.3K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.85K+ 2.48% |
$362K - $393K
|
200K
$5.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.78K+ 0.92% |
$356K - $387K
|
524K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 4.35% |
$351K - $381K
|
113K
$3.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.7K+ 3.73% |
$351K - $380K
|
131K
$3.65M
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
4.55K+ 5.03% |
$340K - $369K
|
95K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.51K+ 31.88% |
$337K - $365K
|
18.7K
$521K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.42K+ 7.09% |
$330K - $357K
|
66.7K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.36K+ 2.51% |
$325K - $353K
|
178K
$4.97M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.35K+ 1.72% |
$324K - $352K
|
257K
$7.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.3K+ 3.92% |
$321K - $348K
|
114K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.28K+ 8.79% |
$319K - $346K
|
52.9K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.27K+ 5.01% |
$319K - $346K
|
89.5K
$2.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
4.22K+ 4.93% |
$315K - $341K
|
89.7K
$2.51M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.09K+ 2.04% |
$305K - $331K
|
204K
$5.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$303K - $328K
|
4.06K
$113K
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
4K+ 4.36% |
$298K - $324K
|
95.6K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.91K+ 5.15% |
$292K - $316K
|
79.8K
$2.23M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.69K+ 67.58% |
$275K - $299K
|
9.15K
$256K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.62K+ 5.38% |
$270K - $293K
|
70.8K
$1.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
3.55K+ 6.44% |
$265K - $287K
|
58.7K
$1.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.46K+ 6.07% |
$258K - $280K
|
60.5K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.42KNew |
$255K - $277K
|
3.42K
$95.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
3.39KNew |
$253K - $275K
|
3.39K
$94.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.32K+ 0.92% |
$248K - $269K
|
364K
$10.2M
|
|
|
Nov 29, 2021
Q3 2021
|
Whelan Financial
|
BUY
|
- |
3.19KNew |
$238K - $258K
|
3.19K
$89.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.17K+ 3.5% |
$236K - $256K
|
93.7K
$2.62M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
3.02K+ 2.02% |
$225K - $244K
|
152K
$4.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.98K+ 2.2% |
$223K - $241K
|
138K
$3.86M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.97K+ 4.96% |
$222K - $241K
|
62.9K
$1.76M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.91K+ 3.73% |
$217K - $236K
|
81K
$2.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.81K+ 2.52% |
$210K - $228K
|
115K
$3.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.79K+ 2.45% |
$208K - $226K
|
117K
$3.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.79K+ 3.06% |
$208K - $226K
|
93.9K
$2.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.79K+ 5.23% |
$208K - $226K
|
56.2K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.76K+ 4.61% |
$206K - $223K
|
62.6K
$1.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 3.56% |
$203K - $220K
|
79K
$2.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.71K+ 1.97% |
$202K - $219K
|
140K
$3.91M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.71K+ 1.97% |
$202K - $219K
|
140K
$3.91M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.63K+ 9.46% |
$197K - $213K
|
30.5K
$851K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.6K+ 1.4% |
$194K - $210K
|
188K
$5.26M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 53.86% |
$193K - $209K
|
7.39K
$206K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 5.3% |
$192K - $209K
|
51.2K
$1.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.56K+ 5.79% |
$191K - $207K
|
46.7K
$1.31M
|