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 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.61KClosed |
$128K - $148K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-2.91KClosed |
$143K - $165K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-3.23K- 17.28% |
$159K - $184K
|
15.5K
$360K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.38K- 93.03% |
$166K - $192K
|
253
$5.88K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.68KClosed |
$181K - $209K
|
0
$0
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.81K- 10.0% |
$187K - $216K
|
34.3K
$797K
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.14KClosed |
$203K - $235K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.5KClosed |
$221K - $256K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.84KClosed |
$238K - $275K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-5.09KClosed |
$250K - $289K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5.14K- 33.92% |
$252K - $292K
|
10K
$233K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.42KClosed |
$266K - $308K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.98KClosed |
$294K - $340K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-7.85KClosed |
$386K - $446K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.2KClosed |
$403K - $466K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-8.64K- 7.91% |
$424K - $491K
|
101K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.13KClosed |
$449K - $519K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11KClosed |
$541K - $625K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.7K- 13.5% |
$672K - $778K
|
87.7K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.9KClosed |
$685K - $792K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$740K - $857K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-15.6K- 51.01% |
$767K - $887K
|
15K
$349K
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-18K- 58.99% |
$887K - $1.03M
|
12.5K
$292K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$896K - $1.04M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-27.5KClosed |
$1.35M - $1.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30.3KClosed |
$1.49M - $1.73M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-49.5KClosed |
$2.43M - $2.81M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-53.6KClosed |
$2.64M - $3.05M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-112KClosed |
$5.52M - $6.39M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-252K- 32.22% |
$12.4M - $14.3M
|
530K
$12.3M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-254K- 91.66% |
$12.5M - $14.5M
|
23.2K
$539K
|