Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5.76K+ 17.33% |
$348K - $418K
|
39K
$1.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.74K+ 4.97% |
$347K - $416K
|
121K
$3.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.68KNew |
$344K - $412K
|
5.68K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.62K+ 4.84% |
$340K - $408K
|
122K
$3.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.31K+ 3.25% |
$321K - $385K
|
169K
$4.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.27K+ 14.45% |
$319K - $382K
|
41.8K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.27KNew |
$319K - $382K
|
5.27K
$147K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.23K+ 2.82% |
$316K - $379K
|
190K
$5.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.05K+ 2476.47% |
$306K - $366K
|
5.26K
$147K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.93K+ 2.13% |
$299K - $358K
|
237K
$6.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.9K+ 3.93% |
$296K - $355K
|
129K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.64KNew |
$281K - $336K
|
4.64K
$130K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.61KNew |
$279K - $334K
|
4.61K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.57K+ 13.56% |
$276K - $331K
|
38.2K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.53K+ 2.71% |
$274K - $329K
|
172K
$4.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.39K+ 2.56% |
$265K - $318K
|
176K
$4.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.18K+ 4.94% |
$253K - $303K
|
88.8K
$2.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.16K+ 1.74% |
$252K - $302K
|
243K
$6.79M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.14KNew |
$250K - $300K
|
4.14K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.08K+ 22.31% |
$247K - $296K
|
22.3K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.04K+ 20.1% |
$244K - $293K
|
24.1K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 0.71% |
$239K - $286K
|
558K
$15.6M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.86K+ 2.03% |
$233K - $280K
|
194K
$5.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.77KNew |
$228K - $273K
|
3.77K
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.77KNew |
$228K - $273K
|
3.77K
$105K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.53K+ 32.09% |
$214K - $256K
|
14.5K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.47K+ 7.06% |
$210K - $252K
|
52.7K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.45K+ 5.37% |
$209K - $250K
|
67.7K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.34KNew |
$202K - $242K
|
3.34K
$93.3K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.31KNew |
$200K - $240K
|
3.31K
$92.5K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3.29K+ 2.71% |
$199K - $239K
|
125K
$3.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.29K+ 36.71% |
$199K - $238K
|
12.2K
$342K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 1.75% |
$189K - $226K
|
181K
$5.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$179K - $215K
|
2.96K
$82.8K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.9K+ 9.53% |
$175K - $210K
|
33.3K
$930K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.71K+ 6.7% |
$164K - $196K
|
43.1K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 21.56% |
$159K - $190K
|
14.8K
$413K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.6K+ 581.84% |
$157K - $188K
|
3.04K
$85K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.59K+ 4.39% |
$157K - $188K
|
61.5K
$1.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 1.81% |
$154K - $185K
|
144K
$4.02M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.43K+ 18.76% |
$147K - $176K
|
15.4K
$430K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
2.41K+ 53.97% |
$146K - $175K
|
6.87K
$192K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
2.37K+ 2.84% |
$143K - $172K
|
85.7K
$2.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.33K+ 7.15% |
$141K - $169K
|
34.9K
$974K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.26K+ 6.65% |
$137K - $164K
|
36.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.16K+ 10.75% |
$131K - $156K
|
22.2K
$621K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.14K+ 24.8% |
$130K - $155K
|
10.8K
$301K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.12K+ 20.11% |
$128K - $154K
|
12.7K
$354K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.1K+ 10.3% |
$127K - $153K
|
22.5K
$629K
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.1K+ 1.85% |
$127K - $152K
|
116K
$3.24M
|