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 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 0.46% |
$1.88K - $2.25K
|
6.74K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
28+ 0.07% |
$1.69K - $2.03K
|
41.1K
$1.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
28New |
$1.69K - $2.03K
|
28
$782
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
25+ 0.22% |
$1.51K - $1.81K
|
11.3K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 0.25% |
$1.39K - $1.67K
|
9.21K
$257K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 3.02% |
$1.27K - $1.52K
|
716
$20K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
21+ 0.28% |
$1.27K - $1.52K
|
7.64K
$214K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.23% |
$1.27K - $1.52K
|
9.17K
$256K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.27K - $1.52K
|
21
$587
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
20+ 0.11% |
$1.21K - $1.45K
|
17.7K
$494K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
19+ 0.41% |
$1.15K - $1.38K
|
4.7K
$131K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
18+ 0.45% |
$1.09K - $1.31K
|
4.02K
$112K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
17+ 0.45% |
$1.03K - $1.23K
|
3.76K
$105K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15+ 0.34% |
$908 - $1.09K
|
4.48K
$125K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$847 - $1.02K
|
8.16K
$228K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
13+ 0.39% |
$787 - $943
|
3.37K
$94K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 0.8% |
$666 - $798
|
1.39K
$38.9K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9+ 1.8% |
$545 - $653
|
509
$14.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.26% |
$545 - $653
|
3.43K
$95.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 25.81% |
$484 - $580
|
39
$1.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$363 - $435
|
2.26K
$63.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
6+ 0.02% |
$363 - $435
|
32.4K
$904K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.43% |
$363 - $435
|
1.39K
$38.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5+ 0.53% |
$303 - $363
|
941
$26.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$303 - $363
|
9.91K
$277K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$242 - $290
|
5.92K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.44% |
$242 - $290
|
912
$25.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.2% |
$242 - $290
|
1.97K
$54.9K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.03% |
$242 - $290
|
15.7K
$439K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.02% |
$242 - $290
|
20.1K
$562K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$242 - $290
|
912
$25.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$182 - $218
|
4.84K
$135K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.42% |
$182 - $218
|
716
$20K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
BUY
|
- |
3+ 0.05% |
$182 - $218
|
6.51K
$182K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.57% |
$121 - $145
|
354
$9.89K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.02% |
$121 - $145
|
11.4K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.33% |
$121 - $145
|
607
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.15K
$144K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.39% |
$60.5 - $72.5
|
256
$7.15K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$60.5 - $72.5
|
16.3K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.18% |
$60.5 - $72.5
|
572
$16K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$60.5 - $72.5
|
3.82K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$60.5 - $72.5
|
3.92K
$109K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$60.5 - $72.5
|
1.56K
$43.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$60.5 - $72.5
|
1.72K
$47.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.02K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$60.5 - $72.5
|
3.85K
$108K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.02% |
$60.5 - $72.5
|
5.15K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.02% |
$60.5 - $72.5
|
5.56K
$155K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2- 0.05% |
$121 - $145
|
4.15K
$116K
|