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 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
313+ 100.0% |
$15.4K - $17.8K
|
626
$14.6K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
312+ 2.37% |
$15.3K - $17.7K
|
13.5K
$313K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
309+ 100.0% |
$15.2K - $17.6K
|
618
$14.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
306+ 67.7% |
$15K - $17.4K
|
758
$17.6K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
284+ 101.07% |
$14K - $16.1K
|
565
$13.1K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
274+ 100.0% |
$13.5K - $15.6K
|
548
$12.7K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
268New |
$13.2K - $15.2K
|
268
$6.23K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
253+ 100.0% |
$12.4K - $14.4K
|
506
$11.8K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
245+ 100.82% |
$12K - $13.9K
|
488
$11.4K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
234+ 100.86% |
$11.5K - $13.3K
|
466
$10.8K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
233+ 100.0% |
$11.5K - $13.2K
|
466
$10.8K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
228+ 164.03% |
$11.2K - $13K
|
367
$8.54K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
226+ 100.0% |
$11.1K - $12.8K
|
452
$10.5K
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
222+ 0.69% |
$10.9K - $12.6K
|
32.2K
$749K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
210+ 95.89% |
$10.3K - $11.9K
|
429
$9.98K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
208New |
$10.2K - $11.8K
|
208
$4.84K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
208+ 92.86% |
$10.2K - $11.8K
|
432
$10K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
208+ 96.3% |
$10.2K - $11.8K
|
424
$9.86K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203+ 109.73% |
$9.98K - $11.5K
|
388
$9.02K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
201+ 101.01% |
$9.88K - $11.4K
|
400
$9.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
201+ 63.41% |
$9.88K - $11.4K
|
518
$12K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 100.0% |
$9.83K - $11.4K
|
400
$9.3K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
188New |
$9.24K - $10.7K
|
188
$4.37K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
187+ 100.0% |
$9.19K - $10.6K
|
374
$8.7K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
186+ 100.0% |
$9.14K - $10.6K
|
372
$8.65K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
185+ 100.0% |
$9.09K - $10.5K
|
370
$8.61K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
175+ 100.0% |
$8.6K - $9.95K
|
350
$8.14K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
164+ 100.61% |
$8.06K - $9.32K
|
327
$7.61K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
129+ 99.23% |
$6.34K - $7.33K
|
259
$6.02K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
117+ 198.31% |
$5.75K - $6.65K
|
176
$4.09K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
114+ 100.0% |
$5.6K - $6.48K
|
228
$5.3K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
112+ 100.0% |
$5.5K - $6.37K
|
224
$5.21K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
97+ 92.38% |
$4.77K - $5.51K
|
202
$4.7K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
95+ 100.0% |
$4.67K - $5.4K
|
190
$4.42K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
92New |
$4.52K - $5.23K
|
92
$2.14K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
85+ 100.0% |
$4.18K - $4.83K
|
170
$3.95K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
83+ 100.0% |
$4.08K - $4.72K
|
166
$3.86K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
70+ 100.0% |
$3.44K - $3.98K
|
140
$3.26K
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
65+ 1.09% |
$3.19K - $3.7K
|
6.01K
$140K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
61+ 100.0% |
$3K - $3.47K
|
122
$2.84K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
54+ 93.1% |
$2.65K - $3.07K
|
112
$2.61K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48+ 145.45% |
$2.36K - $2.73K
|
81
$1.88K
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
45+ 100.0% |
$2.21K - $2.56K
|
90
$2.09K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
43+ 100.0% |
$2.11K - $2.44K
|
86
$2K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
39+ 100.0% |
$1.92K - $2.22K
|
78
$1.81K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
34+ 100.0% |
$1.67K - $1.93K
|
68
$1.58K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 100.0% |
$1.47K - $1.71K
|
60
$1.4K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29+ 100.0% |
$1.43K - $1.65K
|
58
$1.35K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
28New |
$1.38K - $1.59K
|
28
$651
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
18+ 100.0% |
$885 - $1.02K
|
36
$837
|