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 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
15.8K+ 100.46% |
$775K - $896K
|
31.5K
$732K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.7K+ 149.04% |
$774K - $895K
|
26.3K
$612K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
15.6K+ 141.09% |
$765K - $884K
|
26.6K
$618K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15.5KNew |
$762K - $881K
|
15.5K
$361K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15.5K+ 103.63% |
$760K - $879K
|
30.4K
$707K
|
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15.4K+ 24.79% |
$759K - $878K
|
77.7K
$1.81M
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
15.3K+ 110.13% |
$751K - $869K
|
29.2K
$678K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.2K+ 97.4% |
$748K - $865K
|
30.9K
$718K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
15.1K+ 94.92% |
$741K - $857K
|
30.9K
$720K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.1K+ 197.69% |
$740K - $856K
|
22.7K
$527K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 66.63% |
$740K - $855K
|
37.6K
$875K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15K+ 256.83% |
$739K - $855K
|
20.9K
$486K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
15K+ 106.41% |
$738K - $853K
|
29.1K
$677K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
15K+ 112.8% |
$735K - $850K
|
28.2K
$656K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
14.8K+ 100.0% |
$726K - $839K
|
29.5K
$687K
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14.8K+ 100.35% |
$725K - $839K
|
29.4K
$685K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 63.34% |
$723K - $836K
|
37.9K
$882K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14.7K+ 120.66% |
$722K - $835K
|
26.9K
$625K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
14.6K+ 64.49% |
$717K - $829K
|
37.2K
$865K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.6K+ 85.51% |
$716K - $828K
|
31.6K
$735K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.6K+ 101.27% |
$716K - $828K
|
28.9K
$673K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14.5K+ 108.3% |
$714K - $826K
|
27.9K
$650K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14.5K+ 105.87% |
$714K - $826K
|
28.2K
$657K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
14.4K+ 97.09% |
$705K - $816K
|
29.1K
$678K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.2K+ 97.1% |
$700K - $810K
|
28.9K
$672K
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14.2K+ 130.55% |
$699K - $808K
|
25.1K
$584K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
14.2K+ 82.91% |
$698K - $807K
|
31.3K
$728K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.1K+ 94.97% |
$693K - $802K
|
28.9K
$673K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
14.1K+ 103.73% |
$691K - $800K
|
27.6K
$643K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
13.9K+ 95.69% |
$681K - $788K
|
28.3K
$659K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8K+ 86.77% |
$680K - $787K
|
29.8K
$693K
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
13.8K+ 104.35% |
$679K - $785K
|
27K
$629K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.8K+ 99.86% |
$678K - $784K
|
27.6K
$642K
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
13.7K+ 100.41% |
$675K - $780K
|
27.4K
$637K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.7K+ 100.29% |
$673K - $779K
|
27.4K
$636K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
13.7K+ 90.82% |
$673K - $778K
|
28.8K
$669K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 100.56% |
$657K - $760K
|
26.7K
$620K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 96.96% |
$654K - $757K
|
27K
$629K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
13.2K+ 100.0% |
$647K - $749K
|
26.3K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 96.61% |
$639K - $739K
|
26.5K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13K+ 100.11% |
$637K - $737K
|
25.9K
$603K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 86.81% |
$636K - $736K
|
27.9K
$648K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.8K+ 95.47% |
$631K - $730K
|
26.3K
$612K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.6K+ 107.56% |
$621K - $719K
|
24.4K
$567K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
12.6K+ 100.33% |
$619K - $716K
|
25.1K
$585K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
12.6K+ 49.82% |
$618K - $715K
|
37.8K
$880K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
12.6K+ 102.48% |
$617K - $714K
|
24.8K
$577K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
12.5K+ 98.62% |
$617K - $713K
|
25.3K
$588K
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
12.4K+ 98.69% |
$608K - $703K
|
24.9K
$579K
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.3K+ 87.04% |
$605K - $699K
|
26.4K
$615K
|