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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.21K+ 100.0% |
$109K - $126K
|
4.42K
$103K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.2K+ 100.0% |
$108K - $125K
|
4.4K
$102K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.17K+ 100.05% |
$107K - $123K
|
4.34K
$101K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.15K+ 91.4% |
$106K - $122K
|
4.5K
$105K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.13K+ 100.0% |
$105K - $121K
|
4.27K
$99.2K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.11K+ 84.16% |
$104K - $120K
|
4.62K
$107K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.1K+ 100.0% |
$103K - $119K
|
4.2K
$97.6K
|
|
May 11, 2022
Q1 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
2.09K+ 93.23% |
$103K - $119K
|
4.34K
$101K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.09K+ 99.95% |
$103K - $119K
|
4.18K
$97.2K
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$102K - $118K
|
4.16K
$96.7K
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.08K+ 104.01% |
$102K - $118K
|
4.07K
$94.8K
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.05K+ 100.0% |
$101K - $116K
|
4.09K
$95.2K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.04K+ 98.36% |
$100K - $116K
|
4.11K
$95.6K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.03K+ 110.06% |
$100K - $116K
|
3.88K
$90.3K
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2K+ 100.0% |
$98.3K - $114K
|
4K
$93K
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 100.0% |
$98K - $113K
|
3.99K
$92.7K
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.99K+ 95.4% |
$97.8K - $113K
|
4.07K
$94.8K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
1.96K+ 4.72% |
$96.3K - $111K
|
43.5K
$1.01M
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1.94K+ 100.1% |
$95.4K - $110K
|
3.88K
$90.2K
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1.94K+ 100.0% |
$95.2K - $110K
|
3.87K
$90.1K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 90.16% |
$94.6K - $109K
|
4.06K
$94.4K
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.89K+ 98.8% |
$92.9K - $107K
|
3.8K
$88.5K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.88K+ 92.66% |
$92.5K - $107K
|
3.91K
$91K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 133.41% |
$90.3K - $104K
|
3.21K
$74.8K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.8K+ 100.0% |
$88.3K - $102K
|
3.59K
$83.5K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.79K+ 83.68% |
$88K - $102K
|
3.93K
$91.4K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.78KNew |
$87.2K - $101K
|
1.78K
$41.3K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
1.77K+ 100.51% |
$87K - $101K
|
3.53K
$82.1K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 100.0% |
$86.7K - $100K
|
3.53K
$82.1K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.71K+ 136.68% |
$84.2K - $97.4K
|
2.97K
$69K
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.69K+ 52.91% |
$83.2K - $96.2K
|
4.89K
$114K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
1.67K+ 99.94% |
$81.9K - $94.7K
|
3.33K
$77.5K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.61K+ 100.0% |
$79.3K - $91.7K
|
3.23K
$75K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.56K+ 37.37% |
$76.9K - $88.9K
|
5.75K
$134K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.56K+ 880.79% |
$76.6K - $88.6K
|
1.74K
$40.4K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.56K+ 143.59% |
$76.6K - $88.6K
|
2.64K
$61.5K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.54K+ 29.29% |
$75.7K - $87.5K
|
6.8K
$158K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.52KNew |
$74.8K - $86.5K
|
1.52K
$35.4K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 100.4% |
$74.6K - $86.2K
|
3.03K
$70.4K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.51K+ 100.07% |
$74K - $85.6K
|
3.01K
$70K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.49K+ 99.93% |
$73.3K - $84.8K
|
2.98K
$69.4K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.42K+ 49.2% |
$69.7K - $80.6K
|
4.3K
$100K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.34K+ 100.0% |
$65.7K - $76K
|
2.67K
$62.2K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.23K+ 100.0% |
$60.7K - $70.2K
|
2.47K
$57.4K
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 99.91% |
$57.2K - $66.1K
|
2.33K
$54.1K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 106.06% |
$56.8K - $65.7K
|
2.24K
$52.2K
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.15K+ 100.0% |
$56.5K - $65.4K
|
2.3K
$53.5K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1.13K+ 104.84% |
$55.3K - $64K
|
2.2K
$51.2K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.1K+ 100.46% |
$54K - $62.5K
|
2.19K
$51K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.07K+ 93.46% |
$52.6K - $60.9K
|
2.22K
$51.6K
|