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 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
2.09K+ 10.28% |
$126K - $152K
|
22.4K
$626K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.04K+ 5.2% |
$124K - $148K
|
41.4K
$1.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2K+ 3.27% |
$121K - $145K
|
63.1K
$1.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.98K+ 48.23% |
$120K - $144K
|
6.1K
$170K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.91K+ 2.47% |
$116K - $138K
|
79.3K
$2.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.9K+ 2.64% |
$115K - $138K
|
73.8K
$2.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.84K+ 5.57% |
$111K - $133K
|
34.9K
$974K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.78K+ 15.77% |
$108K - $129K
|
13K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.73K+ 88.66% |
$105K - $125K
|
3.68K
$103K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.72K+ 2.84% |
$104K - $125K
|
62.3K
$1.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 14.92% |
$102K - $122K
|
12.9K
$362K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.68K+ 4.25% |
$102K - $122K
|
41.1K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 1.79% |
$98.5K - $118K
|
92.4K
$2.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.61K+ 3.35% |
$97.4K - $117K
|
49.7K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58K+ 3.73% |
$95.8K - $115K
|
44K
$1.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 5.63% |
$94.5K - $113K
|
29.3K
$819K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.53K+ 5.07% |
$92.6K - $111K
|
31.7K
$885K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 1.28% |
$89.5K - $107K
|
117K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.44K+ 2.98% |
$86.9K - $104K
|
49.7K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.43K+ 1.4% |
$86.3K - $103K
|
103K
$2.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.42K+ 0.85% |
$85.7K - $103K
|
169K
$4.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.37K+ 9.12% |
$83.1K - $99.6K
|
16.4K
$459K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.33KNew |
$80.3K - $96.2K
|
1.33K
$37.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.31K+ 0.88% |
$79.1K - $94.8K
|
149K
$4.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.3K+ 9.32% |
$78.5K - $94.1K
|
15.2K
$425K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.29K+ 2.95% |
$78.2K - $93.7K
|
45.1K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.24KNew |
$74.8K - $89.6K
|
1.24K
$34.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.22K+ 2.41% |
$73.9K - $88.5K
|
51.8K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.22K+ 18.0% |
$73.8K - $88.5K
|
8K
$223K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.18K+ 0.67% |
$71.2K - $85.3K
|
178K
$4.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
1.17K+ 0.66% |
$71K - $85.1K
|
180K
$5.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.09K+ 1.08% |
$65.6K - $78.7K
|
102K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.01K+ 1.17% |
$61.3K - $73.5K
|
87.8K
$2.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.01K+ 3.3% |
$61.1K - $73.2K
|
31.6K
$883K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
1.01K+ 25.3% |
$61K - $73.1K
|
4.99K
$139K
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
992+ 0.69% |
$60K - $71.9K
|
144K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
970+ 2.2% |
$58.7K - $70.3K
|
45.1K
$1.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
968+ 7.44% |
$58.6K - $70.2K
|
14K
$391K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
965+ 1.14% |
$58.4K - $70K
|
85.8K
$2.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
945+ 1.17% |
$57.2K - $68.5K
|
81.5K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
945+ 11.76% |
$57.2K - $68.5K
|
8.98K
$251K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
935+ 1.77% |
$56.6K - $67.8K
|
53.7K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
901+ 1.91% |
$54.5K - $65.3K
|
48.2K
$1.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
883+ 35.35% |
$53.4K - $64K
|
3.38K
$94.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
837New |
$50.6K - $60.7K
|
837
$23.4K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
762+ 13.07% |
$46.1K - $55.3K
|
6.59K
$184K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
727+ 1.24% |
$44K - $52.7K
|
59.1K
$1.65M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
717+ 3.23% |
$43.4K - $52K
|
22.9K
$640K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
712New |
$43.1K - $51.6K
|
712
$19.9K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
705+ 684.47% |
$42.7K - $51.1K
|
808
$22.6K
|