Purchases and Sales Made in Q4 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 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 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-13.9K- 9.55% |
$851K - $975K
|
132K
$3.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-14.7K- 8.63% |
$896K - $1.03M
|
155K
$4.37M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-16.1K- 17.08% |
$980K - $1.12M
|
77.9K
$2.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16.4K- 26.92% |
$999K - $1.14M
|
44.4K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.1K- 77.21% |
$1.04M - $1.2M
|
5.05K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 23.26% |
$1.07M - $1.23M
|
57.9K
$1.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.5K- 72.2% |
$1.13M - $1.29M
|
7.12K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-20.1K- 21.04% |
$1.23M - $1.4M
|
75.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22K- 4.41% |
$1.34M - $1.54M
|
477K
$13.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-25.1K- 24.43% |
$1.53M - $1.76M
|
77.7K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.8K- 34.22% |
$1.7M - $1.95M
|
53.5K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-28K- 9.36% |
$1.71M - $1.96M
|
271K
$7.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-32.1K- 6.67% |
$1.96M - $2.25M
|
450K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34.5K- 20.5% |
$2.11M - $2.41M
|
134K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.5K- 71.53% |
$2.17M - $2.49M
|
14.1K
$397K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35.6K- 3.63% |
$2.17M - $2.49M
|
946K
$26.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.3K- 4.01% |
$2.46M - $2.82M
|
965K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.4K- 21.14% |
$3.93M - $4.5M
|
240K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.9K- 6.03% |
$4.14M - $4.75M
|
1.06M
$29.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-72.6K- 16.53% |
$4.43M - $5.07M
|
366K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-84.1K- 8.66% |
$5.13M - $5.88M
|
886K
$24.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-86.1K- 11.15% |
$5.26M - $6.02M
|
686K
$19.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-89.3K- 6.23% |
$5.45M - $6.25M
|
1.34M
$37.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-90.1K- 5.16% |
$5.5M - $6.3M
|
1.66M
$46.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-108K- 43.73% |
$6.6M - $7.56M
|
139K
$3.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-116K- 11.63% |
$7.11M - $8.14M
|
885K
$24.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-123K- 95.38% |
$7.54M - $8.63M
|
5.98K
$168K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-132K- 88.77% |
$8.04M - $9.21M
|
16.7K
$468K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-198K- 50.76% |
$12.1M - $13.8M
|
192K
$5.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-284K- 46.11% |
$17.3M - $19.9M
|
332K
$9.32M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-479K- 96.34% |
$29.3M - $33.5M
|
18.2K
$511K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-946KClosed |
$57.8M - $66.2M
|
0
$0
|