Purchases and Sales Made in Q4 2021 in Schwab Strategic U.S. Mid Cap (SCHM)

SCHM Quotes by TradingView

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
Feb 07, 2022 Q4 2021
Triton Wealth Management, Pllc

SELL
 -
-218
- 3.01%
$16.6K - $18.2K
7.01K $196K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-224
- 5.93%
$17K - $18.7K
3.55K $99.1K
Jan 27, 2022 Q4 2021
Meridian Wealth Management, LLC

SELL
 -
-224
- 1.22%
$17K - $18.7K
18.2K $507K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-231
Closed
$17.6K - $19.3K
0 $0
Feb 11, 2022 Q4 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-248
Closed
$18.9K - $20.7K
0 $0
Jan 18, 2022 Q4 2021
Tenret CO LLC

SELL
 -
-248
- 5.82%
$18.9K - $20.7K
4.02K $112K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-250
- 0.59%
$19K - $20.8K
42.3K $1.18M
Jan 25, 2022 Q4 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-254
- 1.2%
$19.3K - $21.2K
20.9K $583K
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-260
- 1.68%
$19.8K - $21.7K
15.2K $424K
Feb 02, 2022 Q4 2021
Sterling Investment Advisors, Ltd.

SELL
 -
-264
- 52.91%
$20.1K - $22K
235 $6.55K
Jan 19, 2022 Q4 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-270
- 0.42%
$20.5K - $22.5K
64.5K $1.8M
Feb 07, 2022 Q4 2021
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-274
- 2.22%
$20.8K - $22.8K
12.1K $337K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-281
- 1.27%
$21.4K - $23.4K
21.9K $610K
Feb 11, 2022 Q4 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-290
- 14.92%
$22K - $24.2K
1.65K $46.1K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-291
- 0.6%
$22.1K - $24.3K
48.4K $1.35M
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-299
- 2.46%
$22.7K - $24.9K
11.9K $331K
Feb 09, 2022 Q4 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-299
- 5.55%
$22.7K - $24.9K
5.08K $142K
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-325
- 1.24%
$24.7K - $27.1K
25.9K $722K
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-342
- 63.1%
$26K - $28.5K
200 $5.58K
Feb 04, 2022 Q4 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-348
- 5.97%
$26.5K - $29K
5.49K $153K
Jan 31, 2022 Q4 2021
Regions Financial Corp

SELL
 -
-353
- 8.08%
$26.8K - $29.4K
4.01K $112K
Jan 24, 2022 Q4 2021
Altfest L J & CO Inc

SELL
 -
-354
- 2.14%
$26.9K - $29.5K
16.2K $452K
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-356
- 5.22%
$27.1K - $29.7K
6.46K $180K
Feb 07, 2022 Q4 2021
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-358
- 0.48%
$27.2K - $29.9K
73.7K $2.05M
Mar 10, 2022 Q4 2021
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-361
- 0.7%
$27.4K - $30.1K
50.9K $1.42M
Jan 21, 2022 Q4 2021
Goepper Burkhardt LLC

SELL
 -
-365
- 2.14%
$27.7K - $30.4K
16.7K $465K
Feb 02, 2022 Q4 2021
Princeton Global Asset Management LLC

SELL
 -
-396
- 3.72%
$30.1K - $33K
10.3K $286K
Jan 19, 2022 Q4 2021
Blooom, Inc.

SELL
 -
-398
- 7.85%
$30.3K - $33.2K
4.68K $130K
Feb 10, 2022 Q4 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-424
- 2.99%
$32.2K - $35.4K
13.8K $384K
Jan 25, 2022 Q4 2021
Peterson Wealth Advisors, LLC

SELL
 -
-430
- 1.5%
$32.7K - $35.9K
28.2K $787K
Feb 11, 2022 Q4 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-449
- 3.48%
$34.1K - $37.4K
12.5K $348K
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

SELL
 -
-463
- 9.18%
$35.2K - $38.6K
4.58K $128K
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

SELL
 -
-466
- 26.78%
$35.4K - $38.9K
1.27K $35.5K
Feb 14, 2022 Q4 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-500
- 2.05%
$38K - $41.7K
23.9K $668K
Mar 02, 2022 Q4 2021
Fidelis I M, LLC

Medford, OR
SELL
 -
-510
- 3.05%
$38.8K - $42.5K
16.2K $452K
Jan 31, 2022 Q4 2021
Relaxing Retirement Coach

SELL
 -
-530
- 0.48%
$40.3K - $44.2K
109K $3.03M
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-534
- 1.59%
$40.6K - $44.5K
33.2K $925K
Feb 14, 2022 Q4 2021
Aspiriant, LLC

SELL
 -
-535
- 2.84%
$40.7K - $44.6K
18.3K $511K
Jan 14, 2022 Q4 2021
Stratos Wealth Advisors, LLC

SELL
 -
-540
- 4.06%
$41K - $45K
12.7K $356K
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-545
- 13.43%
$41.4K - $45.4K
3.51K $98K
Feb 04, 2022 Q4 2021
Destination Wealth Management

SELL
 -
-588
- 2.71%
$44.7K - $49K
21.1K $589K
Feb 14, 2022 Q4 2021
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-650
- 20.68%
$49.4K - $54.2K
2.49K $69.5K
Jan 31, 2022 Q4 2021
Orca Investment Management, LLC

SELL
 -
-661
- 4.47%
$50.2K - $55.1K
14.1K $394K
Jan 25, 2022 Q4 2021
Bowling Portfolio Management LLC

SELL
 -
-689
- 5.24%
$52.4K - $57.5K
12.5K $348K
Jan 20, 2022 Q4 2021
Capital Insight Partners, LLC

SELL
 -
-697
- 20.02%
$53K - $58.1K
2.78K $77.6K
Feb 08, 2022 Q4 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-714
- 1.49%
$54.3K - $59.5K
47.3K $1.32M
Jan 27, 2022 Q4 2021
Brown Advisory Inc

SELL
 -
-740
- 9.37%
$56.2K - $61.7K
7.16K $200K
Jan 18, 2022 Q4 2021
Newman & Schimel, LLC

SELL
 -
-744
- 10.08%
$56.6K - $62K
6.64K $185K
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-761
- 4.35%
$57.8K - $63.5K
16.7K $467K

Track Institutional and Insider Activities on SCHM

Follow SCHWAB STRATEGIC U.S. MID-CAP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHM shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic U.S. Mid Cap insider buys or sells SCHM shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC U.S. MID-CAP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHM