Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-38- 0.51% |
$2.89K - $3.17K
|
7.4K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-39- 0.33% |
$2.96K - $3.25K
|
11.7K
$326K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 2.85% |
$3.04K - $3.34K
|
1.36K
$38K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-43- 0.82% |
$3.27K - $3.59K
|
5.21K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-45- 1.75% |
$3.42K - $3.75K
|
2.53K
$70.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-52- 0.24% |
$3.95K - $4.34K
|
21.4K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.49% |
$4.1K - $4.5K
|
10.9K
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 0.17% |
$4.56K - $5K
|
34.6K
$965K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-61- 0.1% |
$4.64K - $5.09K
|
60.5K
$1.69M
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-63- 0.85% |
$4.79K - $5.25K
|
7.39K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-70Closed |
$5.32K - $5.84K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-73- 1.18% |
$5.55K - $6.09K
|
6.09K
$170K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-74- 0.44% |
$5.62K - $6.17K
|
16.7K
$465K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-79- 0.17% |
$6K - $6.59K
|
47.2K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-89Closed |
$6.76K - $7.42K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-89- 0.38% |
$6.76K - $7.42K
|
23.3K
$650K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-91- 0.56% |
$6.92K - $7.59K
|
16K
$447K
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-94- 2.05% |
$7.14K - $7.84K
|
4.49K
$125K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 1.67% |
$7.6K - $8.34K
|
5.88K
$164K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-100- 0.9% |
$7.6K - $8.34K
|
11.1K
$308K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-104- 0.9% |
$7.91K - $8.67K
|
11.5K
$321K
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-104- 2.72% |
$7.91K - $8.67K
|
3.72K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-105- 2.86% |
$7.98K - $8.76K
|
3.56K
$99.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-107- 3.13% |
$8.13K - $8.92K
|
3.31K
$92.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-120- 0.41% |
$9.12K - $10K
|
29.1K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-122- 44.36% |
$9.27K - $10.2K
|
153
$4.27K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.18% |
$9.35K - $10.3K
|
68.5K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-125- 0.77% |
$9.5K - $10.4K
|
16.2K
$450K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-132- 0.73% |
$10K - $11K
|
18.1K
$504K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 2.45% |
$10.2K - $11.2K
|
5.34K
$149K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-135- 0.91% |
$10.3K - $11.3K
|
14.7K
$410K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-144Closed |
$10.9K - $12K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-145- 2.14% |
$11K - $12.1K
|
6.62K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-146- 0.87% |
$11.1K - $12.2K
|
16.6K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-147- 1.78% |
$11.2K - $12.3K
|
8.12K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-151- 3.03% |
$11.5K - $12.6K
|
4.83K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-155- 69.2% |
$11.8K - $12.9K
|
69
$1.92K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 0.55% |
$12.1K - $13.3K
|
28.5K
$795K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-163- 0.76% |
$12.4K - $13.6K
|
21.1K
$590K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-173- 0.23% |
$13.1K - $14.4K
|
76.5K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-174Closed |
$13.2K - $14.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-186- 1.02% |
$14.1K - $15.5K
|
18.1K
$504K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 3.19% |
$15.2K - $16.7K
|
6.07K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 1.86% |
$15.2K - $16.7K
|
10.5K
$294K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-204- 0.82% |
$15.5K - $17K
|
24.8K
$691K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 2.99% |
$15.6K - $17.1K
|
6.64K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-212- 6.0% |
$16.1K - $17.7K
|
3.32K
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-213- 2.73% |
$16.2K - $17.8K
|
7.6K
$212K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-213- 1.88% |
$16.2K - $17.8K
|
11.1K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-213- 1.88% |
$16.2K - $17.8K
|
11.1K
$309K
|