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 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
44.3K+ 96.52% |
$2.18M - $2.52M
|
90.2K
$2.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
44.3K+ 111.97% |
$2.18M - $2.52M
|
83.8K
$1.95M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
44.2K+ 131.34% |
$2.17M - $2.51M
|
77.8K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 81.11% |
$2.16M - $2.5M
|
98.1K
$2.28M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43.7K+ 98.77% |
$2.15M - $2.48M
|
88K
$2.05M
|
|
|
Apr 05, 2022
Q1 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
43.4K+ 104.03% |
$2.13M - $2.47M
|
85.1K
$1.98M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
43K+ 101.69% |
$2.11M - $2.45M
|
85.3K
$1.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
42.9K+ 263.16% |
$2.11M - $2.44M
|
59.2K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.4K+ 134.76% |
$2.08M - $2.41M
|
73.9K
$1.72M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42.4K+ 105.35% |
$2.08M - $2.41M
|
82.6K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.1K+ 105.96% |
$2.07M - $2.4M
|
81.9K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.1K+ 100.0% |
$2.07M - $2.39M
|
84.3K
$1.96M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42.1K+ 111.05% |
$2.07M - $2.39M
|
80K
$1.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
41.8K+ 99.6% |
$2.05M - $2.38M
|
83.8K
$1.95M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41.8K+ 106.91% |
$2.05M - $2.37M
|
80.8K
$1.88M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
41.4K+ 114.8% |
$2.03M - $2.35M
|
77.4K
$1.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40.5K+ 97.04% |
$1.99M - $2.3M
|
82.3K
$1.91M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40K+ 98.82% |
$1.97M - $2.28M
|
80.5K
$1.87M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
39.9K+ 99.87% |
$1.96M - $2.27M
|
79.9K
$1.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
39.9K+ 169.4% |
$1.96M - $2.27M
|
63.4K
$1.48M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39.8K+ 111.16% |
$1.96M - $2.26M
|
75.7K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
39.7K+ 100.27% |
$1.95M - $2.26M
|
79.3K
$1.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
39.3K+ 82.04% |
$1.93M - $2.23M
|
87.1K
$2.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38.9K+ 92.42% |
$1.91M - $2.21M
|
81K
$1.88M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
38.8K+ 33.13% |
$1.91M - $2.21M
|
156K
$3.63M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
38.8K+ 177.75% |
$1.91M - $2.21M
|
60.7K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38.6K+ 98.59% |
$1.9M - $2.19M
|
77.7K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
38.3K+ 96.25% |
$1.88M - $2.18M
|
78.2K
$1.82M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
37.7K+ 97.65% |
$1.85M - $2.14M
|
76.2K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
37.6K+ 112.08% |
$1.85M - $2.14M
|
71.2K
$1.66M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.6K+ 420.41% |
$1.85M - $2.14M
|
46.5K
$1.08M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
37.2K+ 100.0% |
$1.83M - $2.12M
|
74.5K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37K+ 96.31% |
$1.82M - $2.1M
|
75.4K
$1.75M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
36.9K+ 101.65% |
$1.82M - $2.1M
|
73.3K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
36.6K+ 100.04% |
$1.8M - $2.08M
|
73.2K
$1.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
36.5K+ 91.01% |
$1.79M - $2.07M
|
76.6K
$1.78M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.1K+ 97.76% |
$1.78M - $2.05M
|
73.1K
$1.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
35.4K+ 105.99% |
$1.74M - $2.01M
|
68.8K
$1.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
35.1K+ 127.32% |
$1.73M - $2M
|
62.7K
$1.46M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
34.9K+ 94.27% |
$1.72M - $1.99M
|
72K
$1.67M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.5K+ 101.75% |
$1.7M - $1.96M
|
68.4K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.5K+ 120.65% |
$1.7M - $1.96M
|
63.1K
$1.47M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
34.5K+ 98.02% |
$1.69M - $1.96M
|
69.7K
$1.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
34.1K+ 93.59% |
$1.67M - $1.94M
|
70.5K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.7K+ 101.49% |
$1.66M - $1.92M
|
67K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.6K+ 105.28% |
$1.65M - $1.91M
|
65.5K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.3K+ 136.74% |
$1.64M - $1.9M
|
57.7K
$1.34M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
33.1K+ 65.3% |
$1.63M - $1.88M
|
83.8K
$1.95M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
33K+ 123.24% |
$1.62M - $1.88M
|
59.8K
$1.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
32.8K+ 88.73% |
$1.61M - $1.87M
|
69.9K
$1.62M
|