Purchases and Sales Made in Q4 2022 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 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
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2
+ 0.04%
$122 - $140
4.64K $130K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
2
+ 0.13%
$122 - $140
1.56K $43.8K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
1
+ 3.03%
$61.1 - $69.9
34 $955
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.39%
$61.1 - $69.9
257 $7.22K
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1
+ 0.62%
$61.1 - $69.9
163 $4.58K
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1
+ 0.29%
$61.1 - $69.9
348 $9.78K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.08%
$61.1 - $69.9
1.24K $34.7K
Feb 02, 2023 Q4 2022
Emfo, LLC

BUY
 -
1
+ 1.75%
$61.1 - $69.9
58 $1.63K
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
1
+ 0.16%
$61.1 - $69.9
608 $17.1K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
1
+ 3.7%
$61.1 - $69.9
28 $787
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 0.17%
$61.1 - $69.9
573 $16.1K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
1
New
$61.1 - $69.9
1 $28.1
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1
+ 0.02%
$61.1 - $69.9
5.4K $152K
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
0
- 100.0%
$0 - $0
7.91K $222K
Feb 15, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
0
+ 132115.33%
$0 - $0
1.49B $41.8B
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-1
- -0.0%
$61.1 - $69.9
146K $4.11M
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-1
- -0.0%
$61.1 - $69.9
146K $4.11M
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-2
- 3.33%
$122 - $140
58 $1.63K
Feb 01, 2023 Q4 2022
Orca Investment Management, LLC

SELL
 -
-4
- 0.03%
$244 - $280
14.2K $400K
Feb 14, 2023 Q4 2022
Plancorp, LLC

SELL
 -
-4
- 0.08%
$244 - $280
4.83K $136K
Jan 09, 2023 Q4 2022
Founders Capital Management

SELL
 -
-6
- 50.0%
$366 - $420
6 $169
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

SELL
 -
-7
- 0.04%
$427 - $490
19.4K $545K
Jan 27, 2023 Q4 2022
Sigma Investment Counselors Inc

SELL
 -
-8
- 0.07%
$488 - $560
12.1K $339K
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-9
- 1.77%
$549 - $629
500 $14K
Jan 17, 2023 Q4 2022
Summit Financial Wealth Advisors, LLC

SELL
 -
-10
- 0.08%
$611 - $699
11.8K $332K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-11
- 0.79%
$672 - $769
1.38K $38.8K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-12
- 0.04%
$733 - $839
31.3K $880K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
- 0.04%
$733 - $839
31.3K $880K
Feb 07, 2023 Q4 2022
Garrison Asset Management, LLC

SELL
 -
-16
- 0.27%
$977 - $1.12K
5.91K $166K
Sep 21, 2023 Q4 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-20
- 10.0%
$1.22K - $1.4K
180 $5.06K
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

SELL
 -
-24
- 0.11%
$1.47K - $1.68K
22.2K $625K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-32
- 0.12%
$1.95K - $2.24K
25.8K $725K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

SELL
 -
-32
- 0.2%
$1.95K - $2.24K
16.2K $456K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-36
- 0.44%
$2.2K - $2.52K
8.2K $230K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-38
- 0.17%
$2.32K - $2.66K
22.4K $630K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

SELL
 -
-38
- 0.72%
$2.32K - $2.66K
5.24K $147K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-40
- 0.53%
$2.44K - $2.8K
7.5K $211K
Feb 10, 2023 Q4 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-47
- 0.91%
$2.87K - $3.29K
5.13K $144K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-47
- 1.23%
$2.87K - $3.29K
3.77K $106K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-49
- 13.73%
$2.99K - $3.43K
308 $8.65K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-50
- 0.65%
$3.05K - $3.5K
7.59K $213K
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

SELL
 -
-57
- 0.23%
$3.48K - $3.99K
24.7K $693K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

SELL
 -
-62
- 77.5%
$3.79K - $4.34K
18 $506
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-62
- 1.36%
$3.79K - $4.34K
4.5K $126K
Feb 14, 2023 Q4 2022
Logan Capital Management Inc

Newtown Square, PA
SELL
 -
-62
- 40.52%
$3.79K - $4.34K
91 $2.56K
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

SELL
 -
-68
- 0.16%
$4.15K - $4.76K
41.3K $1.16M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-70
- 0.72%
$4.27K - $4.9K
9.64K $271K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

SELL
 -
-76
- 0.6%
$4.64K - $5.32K
12.6K $354K

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