Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
5.06KNew |
$248K - $287K
|
5.06K
$118K
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.02K+ 80.41% |
$247K - $285K
|
11.3K
$262K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
5K+ 100.0% |
$246K - $284K
|
10K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
5K+ 100.0% |
$246K - $284K
|
10K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5K+ 100.0% |
$246K - $284K
|
10K
$233K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5K+ 223.37% |
$246K - $284K
|
7.24K
$168K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5K+ 90.97% |
$246K - $284K
|
10.5K
$244K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.99K+ 197.15% |
$245K - $283K
|
7.52K
$175K
|
|
|
Apr 11, 2022
Q1 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
4.99KNew |
$245K - $283K
|
4.99K
$116K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.95K+ 100.0% |
$243K - $282K
|
9.91K
$230K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.94K+ 90.45% |
$243K - $281K
|
10.4K
$242K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.91K+ 19.89% |
$241K - $279K
|
29.6K
$688K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 107.31% |
$241K - $279K
|
9.47K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.9K+ 98.75% |
$241K - $279K
|
9.87K
$229K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.87K+ 102.51% |
$239K - $277K
|
9.61K
$224K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.83K+ 63.29% |
$238K - $275K
|
12.5K
$290K
|
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.81K+ 100.0% |
$236K - $273K
|
9.61K
$224K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.73K+ 150.21% |
$233K - $269K
|
7.88K
$183K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.73K+ 100.0% |
$232K - $269K
|
9.45K
$220K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.73K+ 96.72% |
$232K - $269K
|
9.61K
$224K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66K+ 124.63% |
$229K - $265K
|
8.4K
$195K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
4.64K+ 96.01% |
$228K - $264K
|
9.48K
$221K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.6K+ 33.86% |
$226K - $261K
|
18.2K
$423K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.58K+ 103.29% |
$225K - $260K
|
9.01K
$210K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.58K+ 106.62% |
$225K - $260K
|
8.87K
$206K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.55K+ 52.06% |
$223K - $258K
|
13.3K
$309K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.46K+ 152.23% |
$219K - $254K
|
7.39K
$172K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.46K+ 140.54% |
$219K - $254K
|
7.64K
$178K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.45K+ 96.13% |
$219K - $253K
|
9.07K
$211K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4.44K+ 100.0% |
$218K - $252K
|
8.88K
$207K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.43K+ 107.61% |
$218K - $252K
|
8.54K
$199K
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
4.4K+ 124.87% |
$216K - $250K
|
7.92K
$184K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.39K+ 100.0% |
$216K - $250K
|
8.78K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.37K+ 96.26% |
$215K - $249K
|
8.92K
$207K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
4.35K+ 75.36% |
$214K - $247K
|
10.1K
$236K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.32KNew |
$212K - $246K
|
4.32K
$100K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.3K+ 100.0% |
$211K - $244K
|
8.59K
$200K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.28K+ 96.03% |
$211K - $243K
|
8.74K
$203K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.27K+ 68.88% |
$210K - $243K
|
10.5K
$243K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
4.27K+ 100.0% |
$210K - $242K
|
8.53K
$198K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.26K+ 98.5% |
$210K - $242K
|
8.59K
$200K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.26K+ 101.92% |
$209K - $242K
|
8.43K
$196K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.24K+ 96.58% |
$208K - $241K
|
8.62K
$201K
|
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.22K+ 104.92% |
$208K - $240K
|
8.25K
$192K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
4.2K+ 116.45% |
$206K - $239K
|
7.8K
$181K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.05K+ 99.98% |
$199K - $230K
|
8.11K
$189K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.05K+ 100.3% |
$199K - $230K
|
8.09K
$188K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
4.04K+ 99.98% |
$199K - $230K
|
8.09K
$188K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4K+ 100.03% |
$197K - $227K
|
8K
$186K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 118.64% |
$195K - $226K
|
7.32K
$170K
|