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 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 99.05% |
$595K - $688K
|
24.3K
$566K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
12.1K+ 3.36% |
$592K - $685K
|
371K
$8.63M
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
12K+ 117.39% |
$591K - $684K
|
22.3K
$518K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12K+ 93.01% |
$589K - $681K
|
24.9K
$578K
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.9K+ 90.82% |
$584K - $675K
|
25K
$580K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 98.67% |
$578K - $668K
|
23.7K
$551K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 106.76% |
$572K - $662K
|
22.5K
$524K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.5K+ 85.27% |
$566K - $655K
|
25K
$582K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.5K+ 92.89% |
$564K - $653K
|
23.8K
$554K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11.4K+ 100.01% |
$561K - $649K
|
22.8K
$531K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.4K+ 100.08% |
$560K - $648K
|
22.8K
$530K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11.2K+ 108.5% |
$553K - $639K
|
21.6K
$503K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
11.2K+ 94.16% |
$550K - $636K
|
23.1K
$537K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 83.63% |
$545K - $630K
|
24.3K
$566K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.1K+ 88.23% |
$545K - $630K
|
23.6K
$550K
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
11K+ 96.33% |
$539K - $623K
|
22.3K
$520K
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
10.9K+ 96.43% |
$535K - $619K
|
22.2K
$516K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.8K+ 125.23% |
$528K - $611K
|
19.3K
$450K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.6K+ 201.61% |
$523K - $605K
|
15.9K
$370K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 100.52% |
$518K - $599K
|
21K
$489K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10.5K+ 98.6% |
$514K - $595K
|
21.1K
$490K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
10.4K+ 101.72% |
$512K - $592K
|
20.6K
$480K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
10.3K+ 95.3% |
$505K - $584K
|
21K
$489K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
10.2K+ 74.66% |
$503K - $582K
|
24K
$557K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 104.61% |
$502K - $581K
|
20K
$465K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 38.42% |
$499K - $577K
|
36.6K
$851K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.1K+ 100.55% |
$497K - $575K
|
20.2K
$469K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.1K+ 1.08% |
$497K - $574K
|
945K
$22M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10K+ 113.53% |
$493K - $570K
|
18.9K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
10K+ 96.62% |
$492K - $569K
|
20.4K
$473K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.89K+ 97.98% |
$486K - $562K
|
20K
$465K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.83K+ 94.28% |
$483K - $559K
|
20.3K
$471K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
9.82K+ 104.41% |
$483K - $558K
|
19.2K
$447K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9.82K+ 100.03% |
$483K - $558K
|
19.6K
$457K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
9.81K+ 101.52% |
$482K - $558K
|
19.5K
$453K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.8K+ 98.34% |
$481K - $557K
|
19.8K
$460K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
9.79K+ 99.95% |
$481K - $557K
|
19.6K
$456K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.71K+ 100.0% |
$477K - $552K
|
19.4K
$452K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
9.66K+ 108.37% |
$475K - $549K
|
18.6K
$432K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
9.57K+ 98.4% |
$470K - $544K
|
19.3K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.49K+ 103.38% |
$466K - $540K
|
18.7K
$434K
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
9.43K+ 93.59% |
$464K - $536K
|
19.5K
$454K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
9.38K+ 176.39% |
$461K - $533K
|
14.7K
$342K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
9.35K+ 100.0% |
$459K - $531K
|
18.7K
$435K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.25K+ 86.02% |
$455K - $526K
|
20K
$465K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
9.21K+ 140.27% |
$453K - $524K
|
15.8K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.21K+ 189.83% |
$452K - $523K
|
14.1K
$327K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
9.18K+ 100.04% |
$451K - $522K
|
18.4K
$427K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9.17K+ 100.0% |
$450K - $521K
|
18.3K
$426K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
8.93K+ 144.64% |
$439K - $508K
|
15.1K
$351K
|