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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.14M+ 12.66% |
$86.3M - $94.7M
|
10.1M
$295M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
873K+ 35.74% |
$66.4M - $72.8M
|
3.32M
$96.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
860K+ 1688.32% |
$65.4M - $71.7M
|
911K
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
695KNew |
$52.8M - $57.9M
|
695K
$20.3M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
599KNew |
$45.5M - $49.9M
|
599K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
287K+ 48.59% |
$21.8M - $23.9M
|
876K
$25.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
281K+ 4151.3% |
$21.3M - $23.4M
|
288K
$8.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
240K+ 24.64% |
$18.2M - $20M
|
1.21M
$35.4M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
235KNew |
$17.9M - $19.6M
|
235K
$6.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
221KNew |
$16.8M - $18.4M
|
221K
$6.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
171KNew |
$13M - $14.3M
|
171K
$4.99M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
171KNew |
$13M - $14.2M
|
171K
$4.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
158KNew |
$12M - $13.2M
|
158K
$4.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
145KNew |
$11M - $12.1M
|
145K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
139KNew |
$10.5M - $11.6M
|
139K
$4.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 15.09% |
$10.1M - $11.1M
|
1.01M
$29.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
120KNew |
$9.13M - $10M
|
120K
$3.51M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
118KNew |
$8.95M - $9.82M
|
118K
$3.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
117KNew |
$8.86M - $9.72M
|
117K
$3.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
109KNew |
$8.32M - $9.13M
|
109K
$3.2M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
108KNew |
$8.18M - $8.97M
|
108K
$3.14M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
104KNew |
$7.93M - $8.7M
|
104K
$3.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
98.8K+ 6.23% |
$7.51M - $8.24M
|
1.68M
$49.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.6KNew |
$6.58M - $7.22M
|
86.6K
$2.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.9K+ 6.83% |
$6.23M - $6.83M
|
1.28M
$37.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
81.2KNew |
$6.17M - $6.77M
|
81.2K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
79.1K+ 8.16% |
$6.01M - $6.6M
|
1.05M
$30.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
75.7K+ 6.03% |
$5.75M - $6.31M
|
1.33M
$38.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
75.3K+ 12.06% |
$5.72M - $6.28M
|
700K
$20.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.9K+ 10.52% |
$4.63M - $5.08M
|
640K
$18.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55.6KNew |
$4.23M - $4.64M
|
55.6K
$1.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
50.1K+ 57.33% |
$3.81M - $4.18M
|
137K
$4.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
49.2KNew |
$3.74M - $4.1M
|
49.2K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48.2K+ 7943.0% |
$3.66M - $4.02M
|
48.8K
$1.43M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
46.1K+ 66.49% |
$3.5M - $3.84M
|
115K
$3.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
45.1KNew |
$3.42M - $3.76M
|
45.1K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45KNew |
$3.42M - $3.75M
|
45K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
44KNew |
$3.34M - $3.67M
|
44K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
42.3KNew |
$3.21M - $3.52M
|
42.3K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39.5KNew |
$3M - $3.29M
|
39.5K
$1.15M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
37.6KNew |
$2.86M - $3.13M
|
37.6K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
36.3K+ 9.72% |
$2.76M - $3.03M
|
410K
$12M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
35.5KNew |
$2.7M - $2.96M
|
35.5K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
35.4K+ 108.2% |
$2.69M - $2.95M
|
68.1K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 261.06% |
$2.55M - $2.8M
|
46.4K
$1.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 64.01% |
$2.46M - $2.7M
|
82.9K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
32.3KNew |
$2.46M - $2.69M
|
32.3K
$944K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
31.9K+ 17157.53% |
$2.43M - $2.66M
|
32.1K
$937K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30.6K+ 8.6% |
$2.33M - $2.55M
|
387K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8K+ 87.99% |
$2.27M - $2.49M
|
63.7K
$1.86M
|