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
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.87K+ 100.0% |
$141K - $163K
|
5.74K
$130K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.81K+ 138.8% |
$138K - $160K
|
4.83K
$110K
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
2.81K+ 100.0% |
$138K - $159K
|
5.61K
$128K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.77K+ 94.51% |
$136K - $158K
|
5.71K
$130K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.77K+ 107.33% |
$136K - $157K
|
5.34K
$121K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.75K+ 19.63% |
$135K - $156K
|
16.8K
$381K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 100.0% |
$135K - $156K
|
5.48K
$125K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.73K+ 100.55% |
$134K - $155K
|
5.44K
$124K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.72K+ 100.0% |
$134K - $155K
|
5.44K
$124K
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.71K+ 99.96% |
$133K - $154K
|
5.43K
$123K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.7K+ 100.45% |
$133K - $154K
|
5.39K
$123K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 93.94% |
$133K - $153K
|
5.57K
$127K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.68K+ 94.27% |
$132K - $153K
|
5.53K
$126K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.68K+ 108.02% |
$132K - $152K
|
5.16K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.65K+ 100.0% |
$130K - $151K
|
5.3K
$121K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.65K+ 100.42% |
$130K - $150K
|
5.28K
$120K
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.64K+ 28.36% |
$130K - $150K
|
11.9K
$272K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 100.85% |
$128K - $148K
|
5.2K
$118K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.61K+ 109.44% |
$128K - $148K
|
4.99K
$113K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.59K+ 78.31% |
$127K - $147K
|
5.9K
$134K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.59K+ 99.96% |
$127K - $147K
|
5.18K
$118K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.56K+ 100.0% |
$126K - $145K
|
5.12K
$116K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2.53K+ 100.0% |
$124K - $144K
|
5.06K
$115K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.52K+ 102.4% |
$124K - $143K
|
4.98K
$113K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.51K+ 101.87% |
$123K - $142K
|
4.97K
$113K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.49K+ 104.23% |
$122K - $142K
|
4.88K
$111K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.49K+ 100.0% |
$122K - $141K
|
4.97K
$113K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.48K+ 100.08% |
$122K - $141K
|
4.96K
$113K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.45K+ 90.48% |
$121K - $139K
|
5.16K
$117K
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.45K+ 102.9% |
$120K - $139K
|
4.83K
$110K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.44K+ 100.58% |
$120K - $138K
|
4.86K
$110K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
2.43K+ 100.0% |
$120K - $138K
|
4.87K
$111K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 92.5% |
$118K - $136K
|
4.98K
$113K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.39K+ 109.19% |
$117K - $136K
|
4.58K
$104K
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.34K+ 100.0% |
$115K - $133K
|
4.68K
$106K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.33K+ 100.0% |
$115K - $133K
|
4.66K
$106K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.33K+ 100.04% |
$114K - $132K
|
4.66K
$106K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2.32K+ 113.05% |
$114K - $132K
|
4.37K
$99.5K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 100.87% |
$114K - $131K
|
4.6K
$105K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.3K+ 100.0% |
$113K - $131K
|
4.61K
$105K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.3K+ 100.0% |
$113K - $131K
|
4.6K
$105K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.29K+ 100.0% |
$113K - $130K
|
4.58K
$104K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.26K+ 100.0% |
$111K - $128K
|
4.51K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.24K+ 27.89% |
$110K - $127K
|
10.2K
$233K
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.22K+ 100.0% |
$109K - $126K
|
4.44K
$101K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
2.22K+ 100.0% |
$109K - $126K
|
4.44K
$101K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 85.55% |
$109K - $126K
|
4.8K
$109K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 91.06% |
$109K - $126K
|
4.64K
$105K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.21K+ 100.0% |
$109K - $126K
|
4.42K
$100K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.2K+ 100.0% |
$108K - $125K
|
4.4K
$100K
|