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 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3- 6.98% |
$182 - $218
|
40
$1.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3- 0.07% |
$182 - $218
|
4.59K
$134K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.02% |
$182 - $218
|
17.4K
$509K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4- 0.06% |
$242 - $290
|
6.71K
$196K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4- 2.41% |
$242 - $290
|
162
$4.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5- 0.09% |
$303 - $363
|
5.51K
$161K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-7- 0.04% |
$424 - $508
|
17.5K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8- 0.17% |
$484 - $580
|
4.75K
$139K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9- 0.06% |
$545 - $653
|
14.7K
$429K
|
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-14- 0.35% |
$847 - $1.02K
|
4K
$117K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-18- 0.07% |
$1.09K - $1.31K
|
25.8K
$754K
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-20- 0.18% |
$1.21K - $1.45K
|
10.9K
$319K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21Closed |
$1.27K - $1.52K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-21- 0.36% |
$1.27K - $1.52K
|
5.78K
$169K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-24- 1.23% |
$1.45K - $1.74K
|
1.94K
$56.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-24- 0.26% |
$1.45K - $1.74K
|
9.34K
$273K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-29- 0.24% |
$1.75K - $2.1K
|
12K
$349K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-29- 0.2% |
$1.75K - $2.1K
|
14.8K
$433K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-30- 0.49% |
$1.82K - $2.18K
|
6.09K
$178K
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-32- 0.2% |
$1.94K - $2.32K
|
16K
$466K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 0.42% |
$1.94K - $2.32K
|
7.54K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-33- 0.4% |
$2K - $2.39K
|
8.25K
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-35- 0.22% |
$2.12K - $2.54K
|
15.9K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-36- 0.78% |
$2.18K - $2.61K
|
4.56K
$133K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-39- 1.09% |
$2.36K - $2.83K
|
3.56K
$104K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 49.37% |
$2.36K - $2.83K
|
40
$1.17K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39- 0.72% |
$2.36K - $2.83K
|
5.4K
$158K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-48- 0.17% |
$2.9K - $3.48K
|
28.1K
$822K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-50- 1.19% |
$3.03K - $3.63K
|
4.15K
$121K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-52- 0.52% |
$3.15K - $3.77K
|
10K
$292K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-53- 0.39% |
$3.21K - $3.84K
|
13.4K
$392K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-65- 0.06% |
$3.93K - $4.71K
|
103K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-68- 16.39% |
$4.11K - $4.93K
|
347
$10.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-70- 0.36% |
$4.24K - $5.08K
|
19.4K
$567K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-71- 1.25% |
$4.3K - $5.15K
|
5.6K
$164K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-71- 1.08% |
$4.3K - $5.15K
|
6.51K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-77- 0.74% |
$4.66K - $5.58K
|
10.4K
$303K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-82- 3.58% |
$4.96K - $5.95K
|
2.21K
$64.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-83- 35.17% |
$5.02K - $6.02K
|
153
$4.47K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-83- 0.86% |
$5.02K - $6.02K
|
9.54K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 0.66% |
$5.45K - $6.53K
|
13.6K
$397K
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-92- 1.97% |
$5.57K - $6.67K
|
4.58K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-101- 0.76% |
$6.11K - $7.32K
|
13.2K
$385K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-104- 0.5% |
$6.29K - $7.54K
|
20.8K
$606K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-110- 0.52% |
$6.66K - $7.98K
|
20.9K
$611K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-113- 0.22% |
$6.84K - $8.19K
|
52.4K
$1.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-113- 0.36% |
$6.84K - $8.19K
|
31.6K
$923K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-126- 1.5% |
$7.62K - $9.14K
|
8.28K
$242K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-130- 0.79% |
$7.87K - $9.43K
|
16.2K
$474K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-131- 0.85% |
$7.93K - $9.5K
|
15.2K
$445K
|