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 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
126K+ 100.77% |
$6.2M - $7.17M
|
251K
$5.39M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
126K+ 97.91% |
$6.19M - $7.16M
|
255K
$5.46M
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
126K+ 71.76% |
$6.19M - $7.15M
|
301K
$6.46M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
122K+ 145.2% |
$5.99M - $6.93M
|
206K
$4.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
122K+ 122.32% |
$5.98M - $6.91M
|
221K
$4.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
119K+ 80.07% |
$5.87M - $6.79M
|
269K
$5.76M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
118K+ 107.67% |
$5.79M - $6.69M
|
227K
$4.87M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
117KNew |
$5.75M - $6.65M
|
117K
$2.51M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
116K+ 117.66% |
$5.69M - $6.59M
|
214K
$4.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
116K+ 108.56% |
$5.68M - $6.57M
|
222K
$4.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115K+ 73.69% |
$5.65M - $6.53M
|
271K
$5.81M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 83.47% |
$5.57M - $6.45M
|
249K
$5.34M
|
|
|
May 12, 2022
Q1 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
110K+ 87.96% |
$5.41M - $6.26M
|
235K
$5.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109K+ 95.53% |
$5.37M - $6.22M
|
224K
$4.8M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
103K+ 219.22% |
$5.07M - $5.87M
|
150K
$3.22M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 118.57% |
$5.02M - $5.81M
|
188K
$4.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
101K+ 104.62% |
$4.96M - $5.74M
|
197K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
99.4K+ 139.98% |
$4.89M - $5.65M
|
170K
$3.65M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
99.3K+ 100.62% |
$4.88M - $5.65M
|
198K
$4.25M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
99K+ 111.6% |
$4.86M - $5.63M
|
188K
$4.02M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
98.5K+ 104.1% |
$4.84M - $5.6M
|
193K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
97.9K+ 104.91% |
$4.81M - $5.56M
|
191K
$4.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
95.4K+ 100.0% |
$4.69M - $5.42M
|
191K
$4.09M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
95.4K+ 92.02% |
$4.69M - $5.42M
|
199K
$4.27M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
95.4K+ 92.02% |
$4.69M - $5.42M
|
199K
$4.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
93.7K+ 111.53% |
$4.6M - $5.32M
|
178K
$3.81M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
91.2K+ 110.52% |
$4.48M - $5.19M
|
174K
$3.73M
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
90.9K+ 127.16% |
$4.47M - $5.17M
|
162K
$3.48M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86.9K+ 102.35% |
$4.27M - $4.94M
|
172K
$3.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
86.7K+ 167.02% |
$4.26M - $4.93M
|
139K
$2.97M
|
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
86.6K+ 107.96% |
$4.26M - $4.93M
|
167K
$3.58M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
86.3K+ 102.05% |
$4.24M - $4.91M
|
171K
$3.66M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
81.3K+ 102.58% |
$4M - $4.62M
|
161K
$3.44M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
81.3K+ 100.22% |
$4M - $4.62M
|
162K
$3.48M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
80.3K+ 103.11% |
$3.94M - $4.56M
|
158K
$3.39M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
80K+ 100.0% |
$3.93M - $4.55M
|
160K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
79.8K+ 75.13% |
$3.92M - $4.54M
|
186K
$3.99M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
78.3K+ 97.66% |
$3.85M - $4.45M
|
159K
$3.4M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
78.3K+ 105.64% |
$3.85M - $4.45M
|
152K
$3.27M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
78.2K+ 107.81% |
$3.84M - $4.45M
|
151K
$3.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
78.1K+ 75.96% |
$3.84M - $4.44M
|
181K
$3.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
77.8K+ 103.94% |
$3.83M - $4.42M
|
153K
$3.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
76.9K+ 99.58% |
$3.78M - $4.37M
|
154K
$3.31M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
75.2K+ 100.0% |
$3.7M - $4.28M
|
150K
$3.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.2K+ 106.24% |
$3.7M - $4.28M
|
146K
$3.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.9K+ 75.37% |
$3.68M - $4.26M
|
174K
$3.74M
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
74.8K+ 98.06% |
$3.68M - $4.25M
|
151K
$3.24M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
74.5K+ 203.53% |
$3.66M - $4.24M
|
111K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.1K+ 2778.94% |
$3.59M - $4.16M
|
75.7K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
71.5K+ 209.62% |
$3.52M - $4.07M
|
106K
$2.27M
|