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 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
69.3K+ 99.57% |
$3.41M - $3.94M
|
139K
$3.23M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.8K+ 15.59% |
$3.38M - $3.91M
|
510K
$11.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
68.6K+ 91.37% |
$3.37M - $3.9M
|
144K
$3.34M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
66.7KNew |
$3.28M - $3.79M
|
66.7K
$1.55M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
66.2K+ 98.92% |
$3.25M - $3.76M
|
133K
$3.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
65.1K+ 125.96% |
$3.2M - $3.7M
|
117K
$2.72M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
65.1K+ 89.57% |
$3.2M - $3.7M
|
138K
$3.2M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
65K+ 53.72% |
$3.19M - $3.69M
|
186K
$4.32M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
64.7K+ 98.1% |
$3.18M - $3.68M
|
131K
$3.04M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
64.6K+ 100.22% |
$3.18M - $3.67M
|
129K
$3M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
62.5K+ 104.74% |
$3.07M - $3.55M
|
122K
$2.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
62.1K+ 125.87% |
$3.05M - $3.53M
|
111K
$2.59M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62K+ 89.51% |
$3.05M - $3.52M
|
131K
$3.05M
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
62K+ 97.95% |
$3.05M - $3.52M
|
125K
$2.91M
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
61.8KNew |
$3.04M - $3.51M
|
61.8K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
61.2K+ 104.48% |
$3.01M - $3.48M
|
120K
$2.79M
|
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
61.1K+ 92.47% |
$3.01M - $3.48M
|
127K
$2.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60.8K+ 89.04% |
$2.99M - $3.46M
|
129K
$3M
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
60.1K+ 130.71% |
$2.95M - $3.41M
|
106K
$2.47M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58.8K+ 319.62% |
$2.89M - $3.34M
|
77.2K
$1.8M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
57.6K+ 36.74% |
$2.83M - $3.27M
|
214K
$4.99M
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
57.2K+ 98.68% |
$2.81M - $3.25M
|
115K
$2.68M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
56.9K+ 123.12% |
$2.8M - $3.24M
|
103K
$2.4M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56.6K+ 96.05% |
$2.78M - $3.22M
|
116K
$2.69M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.7K+ 129.42% |
$2.74M - $3.17M
|
98.7K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.8K+ 101.74% |
$2.69M - $3.12M
|
109K
$2.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
53.7K+ 96.86% |
$2.64M - $3.06M
|
109K
$2.54M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
53.2K+ 357.35% |
$2.62M - $3.03M
|
68.2K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 23.56% |
$2.6M - $3.01M
|
278K
$6.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
52.9K+ 174.09% |
$2.6M - $3.01M
|
83.2K
$1.94M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
52.7K+ 111.14% |
$2.59M - $2.99M
|
100K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
52.3K+ 89.77% |
$2.57M - $2.97M
|
111K
$2.57M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
52.2KNew |
$2.57M - $2.97M
|
52.2K
$1.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
50.6K+ 156.53% |
$2.49M - $2.88M
|
83K
$1.93M
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
50.6K+ 1902.97% |
$2.49M - $2.88M
|
53.3K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
48.5K+ 99.27% |
$2.38M - $2.76M
|
97.3K
$2.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
48K+ 90.73% |
$2.36M - $2.73M
|
101K
$2.35M
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47.3K+ 73.58% |
$2.33M - $2.69M
|
112K
$2.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
47.3K+ 100.43% |
$2.33M - $2.69M
|
94.4K
$2.2M
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
47K+ 96.06% |
$2.31M - $2.67M
|
96K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
46.8K+ 100.9% |
$2.3M - $2.66M
|
93.1K
$2.17M
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
46.6K+ 90.12% |
$2.29M - $2.65M
|
98.3K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46K+ 100.29% |
$2.26M - $2.62M
|
91.9K
$2.14M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
46K+ 96.7% |
$2.26M - $2.61M
|
93.5K
$2.17M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45.7K+ 99.63% |
$2.25M - $2.6M
|
91.6K
$2.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
45.6K+ 98.08% |
$2.24M - $2.59M
|
92.1K
$2.14M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
45.5K+ 100.06% |
$2.24M - $2.59M
|
91K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
45.4K+ 100.0% |
$2.23M - $2.58M
|
90.7K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
45.3K+ 318.45% |
$2.23M - $2.58M
|
59.6K
$1.39M
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
45.1K+ 100.49% |
$2.21M - $2.56M
|
89.9K
$2.09M
|