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 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-133- 0.29% |
$8.05K - $9.64K
|
45.5K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-141- 0.32% |
$8.53K - $10.2K
|
43.7K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-146- 0.17% |
$8.83K - $10.6K
|
85.8K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-150- 2.93% |
$9.08K - $10.9K
|
4.96K
$145K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-153- 4.18% |
$9.26K - $11.1K
|
3.51K
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-157- 0.49% |
$9.5K - $11.4K
|
31.8K
$928K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-159- 0.94% |
$9.62K - $11.5K
|
16.8K
$491K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-162- 2.91% |
$9.8K - $11.7K
|
5.4K
$158K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-165- 0.96% |
$9.98K - $12K
|
17.1K
$499K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-169- 0.05% |
$10.2K - $12.3K
|
346K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-174- 2.42% |
$10.5K - $12.6K
|
7.02K
$205K
|
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-175- 2.64% |
$10.6K - $12.7K
|
6.45K
$188K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-183- 1.35% |
$11.1K - $13.3K
|
13.4K
$391K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-185- 0.74% |
$11.2K - $13.4K
|
24.7K
$722K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.19% |
$11.9K - $14.3K
|
103K
$3.01M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-200- 94.34% |
$12.1K - $14.5K
|
12
$350
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-200- 8.02% |
$12.1K - $14.5K
|
2.29K
$67K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-200- 3.53% |
$12.1K - $14.5K
|
5.46K
$160K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-201- 3.74% |
$12.2K - $14.6K
|
5.17K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-212- 1.73% |
$12.8K - $15.4K
|
12K
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-215- 30.32% |
$13K - $15.6K
|
494
$14.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 4.44% |
$13.7K - $16.4K
|
4.86K
$142K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-229- 1.35% |
$13.9K - $16.6K
|
16.7K
$487K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-239- 5.81% |
$14.5K - $17.3K
|
3.87K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-241- 5.66% |
$14.6K - $17.5K
|
4.01K
$117K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-244- 1.11% |
$14.8K - $17.7K
|
21.7K
$635K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-245- 7.11% |
$14.8K - $17.8K
|
3.2K
$93.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-253- 2.78% |
$15.3K - $18.3K
|
8.85K
$259K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-260- 0.45% |
$15.7K - $18.9K
|
57.1K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-274- 0.6% |
$16.6K - $19.9K
|
45.1K
$1.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-275- 0.71% |
$16.6K - $19.9K
|
38.4K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-278- 0.24% |
$16.8K - $20.2K
|
114K
$3.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-278- 2.73% |
$16.8K - $20.2K
|
9.91K
$289K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-280- 2.84% |
$16.9K - $20.3K
|
9.58K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-281- 1.68% |
$17K - $20.4K
|
16.4K
$480K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-299- 2.09% |
$18.1K - $21.7K
|
14K
$408K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-299- 7.58% |
$18.1K - $21.7K
|
3.65K
$107K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-300- 75.19% |
$18.2K - $21.8K
|
99
$2.89K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-304- 5.1% |
$18.4K - $22K
|
5.66K
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-318- 61.04% |
$19.2K - $23.1K
|
203
$5.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-322- 2.45% |
$19.5K - $23.3K
|
12.8K
$374K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-329- 2.81% |
$19.9K - $23.9K
|
11.4K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-333- 1.37% |
$20.1K - $24.1K
|
23.9K
$699K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-337- 0.69% |
$20.4K - $24.4K
|
48.2K
$1.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-358- 0.35% |
$21.7K - $26K
|
103K
$3M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-368- 0.64% |
$22.3K - $26.7K
|
56.8K
$1.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-399- 0.6% |
$24.1K - $28.9K
|
65.7K
$1.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-405- 41.67% |
$24.5K - $29.4K
|
567
$16.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-415- 0.84% |
$25.1K - $30.1K
|
48.7K
$1.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-416- 2.84% |
$25.2K - $30.2K
|
14.2K
$416K
|