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 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-2.4K
- 7.55%
$183K - $200K
29.5K $860K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-2.53K
Closed
$192K - $211K
0 $0
Apr 08, 2022 Q4 2021
Park Avenue Securities LLC

SELL
 -
-2.63K
- 39.59%
$200K - $219K
4.01K $117K
Feb 14, 2022 Q4 2021
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-2.64K
Closed
$200K - $220K
0 $0
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-2.65K
- 5.78%
$201K - $221K
43.1K $1.26M
Feb 10, 2022 Q4 2021
Human Investing LLC

SELL
 -
-2.97K
Closed
$225K - $247K
0 $0
Feb 09, 2022 Q4 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-3.05K
Closed
$232K - $254K
0 $0
Jan 27, 2022 Q4 2021
Peak Financial Management, Inc.

SELL
 -
-3.09K
- 2.41%
$235K - $258K
126K $3.67M
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.11K
- 8.16%
$237K - $260K
35.1K $1.02M
Jan 19, 2022 Q4 2021
Whelan Financial

SELL
 -
-3.19K
Closed
$243K - $266K
0 $0
Jan 28, 2022 Q4 2021
Wespac Advisors, LLC

SELL
 -
-3.39K
Closed
$258K - $283K
0 $0
Jan 20, 2022 Q4 2021
Leavell Investment Management, Inc.

SELL
 -
-3.41K
- 1.7%
$259K - $284K
197K $5.75M
Feb 15, 2022 Q4 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-3.52K
- 2.97%
$267K - $293K
115K $3.36M
Jan 31, 2022 Q4 2021
Lathrop Investment Management Corp

SELL
 -
-3.57K
- 3.31%
$271K - $298K
104K $3.04M
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-3.7K
- 8.21%
$282K - $309K
41.4K $1.21M
Jan 04, 2022 Q4 2021
Camelot Portfolios, LLC

SELL
 -
-3.72K
Closed
$283K - $310K
0 $0
Jan 26, 2022 Q4 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-3.73K
Closed
$283K - $311K
0 $0
Feb 09, 2022 Q4 2021
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-3.88K
Closed
$295K - $324K
0 $0
Feb 08, 2022 Q4 2021
Simon Quick Advisors, LLC

SELL
 -
-4.04K
- 54.6%
$307K - $336K
3.36K $98K
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-4.04K
- 13.27%
$307K - $337K
26.4K $771K
Jan 19, 2022 Q4 2021
Marquette Asset Management, LLC

SELL
 -
-4.05K
- 4.65%
$308K - $338K
83.1K $2.43M
Feb 14, 2022 Q4 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-4.1K
- 2.01%
$311K - $342K
200K $5.84M
Feb 14, 2022 Q4 2021
Ubs Group Ag

SELL
 -
-4.13K
- 0.23%
$314K - $344K
1.77M $51.7M
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-4.24K
- 26.34%
$322K - $353K
11.8K $346K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

SELL
 -
-4.39K
- 22.3%
$334K - $366K
15.3K $447K
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.57K
- 2.15%
$347K - $381K
207K $6.05M
Feb 11, 2022 Q4 2021
Coldstream Capital Management Inc

SELL
 -
-4.66K
- 7.44%
$354K - $389K
58K $1.69M
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-4.68K
- 59.98%
$356K - $391K
3.13K $91.3K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-4.78K
- 11.59%
$363K - $399K
36.5K $1.06M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4.94K
- 7.96%
$376K - $412K
57.2K $1.67M
Feb 07, 2022 Q4 2021
Armor Investment Advisors, LLC

SELL
 -
-5.18K
- 17.31%
$394K - $432K
24.7K $722K
Jan 25, 2022 Q4 2021
Harbor Group, Inc.

SELL
 -
-5.26K
- 2.78%
$400K - $439K
184K $5.37M
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-5.94K
Closed
$451K - $495K
0 $0
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-5.98K
Closed
$454K - $499K
0 $0
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-5.99K
- 5.77%
$455K - $499K
97.8K $2.86M
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-6.14K
Closed
$467K - $512K
0 $0
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-6.39K
- 8.33%
$486K - $533K
70.3K $2.05M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-6.4K
- 72.83%
$486K - $533K
2.39K $69.7K
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-6.51K
Closed
$495K - $543K
0 $0
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
SELL
 -
-6.7K
- 5.98%
$509K - $559K
105K $3.07M
Jan 24, 2022 Q4 2021
Omega Financial Group, LLC

SELL
 -
-7.49K
- 4.09%
$569K - $624K
176K $5.13M
Feb 14, 2022 Q4 2021
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-7.55K
Closed
$574K - $630K
0 $0
Jan 25, 2022 Q4 2021
Fulcrum Capital LLC

SELL
 -
-7.63K
- 26.22%
$580K - $636K
21.5K $627K
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-7.84K
- 1.61%
$596K - $653K
478K $13.9M
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-8.61K
- 4.84%
$654K - $718K
169K $4.94M
Feb 03, 2022 Q4 2021
Element Wealth, LLC

SELL
 -
-10.1K
- 19.03%
$768K - $842K
43K $1.25M
Jan 21, 2022 Q4 2021
Cooper/Haims Advisors, LLC

SELL
 -
-10.2K
- 49.98%
$774K - $849K
10.2K $297K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-10.9K
- 28.34%
$827K - $908K
27.5K $804K
Feb 09, 2022 Q4 2021
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-11.4K
- 5.7%
$868K - $952K
189K $5.52M

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