Purchases and Sales Made in Q4 2022 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 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
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
2
+ 0.39%
$122 - $140
509 $14.2K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
2
+ 0.13%
$122 - $140
1.56K $43.5K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 0.17%
$61.1 - $69.9
573 $16K
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
1
+ 0.16%
$61.1 - $69.9
608 $17K
Feb 02, 2023 Q4 2022
Emfo, LLC

BUY
 -
1
+ 1.75%
$61.1 - $69.9
58 $1.62K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
1
+ 3.7%
$61.1 - $69.9
28 $782
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1
+ 0.02%
$61.1 - $69.9
5.4K $151K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
1
+ 3.03%
$61.1 - $69.9
34 $950
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1
+ 0.29%
$61.1 - $69.9
348 $9.72K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1
+ 0.28%
$61.1 - $69.9
355 $9.92K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.39%
$61.1 - $69.9
257 $7.18K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.08%
$61.1 - $69.9
1.24K $34.6K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
1
New
$61.1 - $69.9
1 $27.9
Feb 15, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
0
+ 132115.33%
$0 - $0
1.49B $41.6B
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
0
- 100.0%
$0 - $0
7.91K $221K
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-1
- -0.0%
$61.1 - $69.9
146K $4.09M
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-1
- -0.0%
$61.1 - $69.9
146K $4.09M
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-2
- 3.33%
$122 - $140
58 $1.62K
Feb 01, 2023 Q4 2022
Orca Investment Management, LLC

SELL
 -
-4
- 0.03%
$244 - $280
14.2K $398K
Feb 14, 2023 Q4 2022
Plancorp, LLC

SELL
 -
-4
- 0.08%
$244 - $280
4.83K $135K
Jan 09, 2023 Q4 2022
Founders Capital Management

SELL
 -
-6
- 50.0%
$366 - $420
6 $168
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

SELL
 -
-7
- 0.04%
$427 - $490
19.4K $542K
Jan 27, 2023 Q4 2022
Sigma Investment Counselors Inc

SELL
 -
-8
- 0.07%
$488 - $560
12.1K $337K
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-9
- 1.77%
$549 - $629
500 $14K
Jan 17, 2023 Q4 2022
Summit Financial Wealth Advisors, LLC

SELL
 -
-10
- 0.08%
$611 - $699
11.8K $330K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-11
- 0.79%
$672 - $769
1.38K $38.6K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
- 0.04%
$733 - $839
31.3K $876K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-12
- 0.04%
$733 - $839
31.3K $876K
Feb 07, 2023 Q4 2022
Garrison Asset Management, LLC

SELL
 -
-16
- 0.27%
$977 - $1.12K
5.91K $165K
Sep 21, 2023 Q4 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-20
- 10.0%
$1.22K - $1.4K
180 $5.03K
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

SELL
 -
-24
- 0.11%
$1.47K - $1.68K
22.2K $621K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-32
- 0.12%
$1.95K - $2.24K
25.8K $721K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

SELL
 -
-32
- 0.2%
$1.95K - $2.24K
16.2K $453K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-36
- 0.44%
$2.2K - $2.52K
8.2K $229K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

SELL
 -
-38
- 0.72%
$2.32K - $2.66K
5.24K $146K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-38
- 0.17%
$2.32K - $2.66K
22.4K $626K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-40
- 0.53%
$2.44K - $2.8K
7.5K $210K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-47
- 1.23%
$2.87K - $3.29K
3.77K $105K
Feb 10, 2023 Q4 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-47
- 0.91%
$2.87K - $3.29K
5.13K $143K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-49
- 13.73%
$2.99K - $3.43K
308 $8.61K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-50
- 0.65%
$3.05K - $3.5K
7.59K $212K
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

SELL
 -
-57
- 0.23%
$3.48K - $3.99K
24.7K $690K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

SELL
 -
-62
- 77.5%
$3.79K - $4.34K
18 $503
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-62
- 1.36%
$3.79K - $4.34K
4.5K $126K
Feb 14, 2023 Q4 2022
Logan Capital Management Inc

Newtown Square, PA
SELL
 -
-62
- 40.52%
$3.79K - $4.34K
91 $2.54K
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

SELL
 -
-68
- 0.16%
$4.15K - $4.76K
41.3K $1.15M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-70
- 0.72%
$4.27K - $4.9K
9.64K $269K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

SELL
 -
-76
- 0.6%
$4.64K - $5.32K
12.6K $352K

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