Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Wealthfront Advisers LLC

BUY
 -
1.81M
+ 16.45%
$93.1M - $99.4M
12.8M $284M
Nov 12, 2021 Q3 2021
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
739K
New
$37.9M - $40.5M
739K $16.3M
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
490K
+ 3899.4%
$25.2M - $26.9M
503K $11.1M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
342K
+ 29631.95%
$17.6M - $18.8M
343K $7.59M
Nov 09, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
239K
+ 415.89%
$12.3M - $13.1M
297K $6.56M
Oct 27, 2021 Q3 2021
Bank Hapoalim Bm

BUY
 -
225K
New
$11.5M - $12.3M
225K $4.97M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
220K
New
$11.3M - $12.1M
220K $4.86M
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

BUY
 -
143K
+ 2159.98%
$7.34M - $7.84M
150K $3.31M
Nov 04, 2021 Q3 2021
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
113K
+ 25.44%
$5.78M - $6.17M
555K $12.3M
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
95.4K
New
$4.9M - $5.23M
95.4K $2.11M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
61.6K
+ 288.94%
$3.16M - $3.38M
82.9K $1.83M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
55.4K
+ 301.23%
$2.84M - $3.04M
73.8K $1.63M
Oct 15, 2021 Q3 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
52.9K
+ 5.8%
$2.72M - $2.9M
965K $21.3M
Nov 12, 2021 Q3 2021
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
49.6K
+ 139.21%
$2.55M - $2.72M
85.3K $1.89M
Oct 27, 2021 Q3 2021
Ogorek Anthony Joseph

BUY
 -
46K
+ 15.15%
$2.36M - $2.52M
350K $7.74M
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

BUY
 -
45.3K
+ 109.68%
$2.32M - $2.48M
86.5K $1.91M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38.3K
+ 167.11%
$1.97M - $2.1M
61.2K $1.35M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
33.8K
+ 66.16%
$1.73M - $1.85M
84.8K $1.88M
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

BUY
 -
33K
+ 11.34%
$1.69M - $1.81M
324K $7.16M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31.7K
+ 12.77%
$1.63M - $1.74M
280K $6.2M
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
28.6K
New
$1.47M - $1.57M
28.6K $632K
Nov 03, 2021 Q3 2021
Evergreen Advisors, LLC

BUY
 -
28.4K
+ 2.95%
$1.46M - $1.56M
992K $21.9M
Oct 18, 2021 Q3 2021
Retirement Planning Group

BUY
 -
26.2K
+ 2.26%
$1.34M - $1.43M
1.18M $26.1M
Nov 10, 2021 Q3 2021
Summit Financial Strategies, Inc.

BUY
 -
25.2K
+ 4.17%
$1.29M - $1.38M
629K $13.9M
Oct 21, 2021 Q3 2021
Essex LLC

BUY
 -
24.1K
New
$1.24M - $1.32M
24.1K $532K
Nov 03, 2021 Q3 2021
Capital Wealth Planning, LLC

BUY
 -
23.2K
New
$1.19M - $1.27M
23.2K $512K
Nov 09, 2021 Q3 2021
First National Corp

BUY
 -
21.9K
+ 7.58%
$1.12M - $1.2M
310K $6.86M
Nov 01, 2021 Q3 2021
Danda Trouve Investment Management, Inc.

BUY
 -
20.6K
+ 64.95%
$1.06M - $1.13M
52.2K $1.16M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
20.4K
+ 7.15%
$1.05M - $1.12M
306K $6.76M
Nov 30, 2021 Q3 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
19.6K
+ 90.0%
$1.01M - $1.08M
41.4K $916K
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
19.2K
+ 4.87%
$987K - $1.05M
414K $9.16M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.1K
New
$980K - $1.05M
19.1K $422K
Oct 27, 2021 Q3 2021
Grant

BUY
 -
17.9K
New
$918K - $981K
17.9K $396K
Nov 15, 2021 Q3 2021
Lake Street Advisors Group, LLC

BUY
 -
17.7K
New
$906K - $968K
17.7K $391K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
17.4K
+ 1.83%
$891K - $951K
963K $21.3M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
17K
+ 5.19%
$874K - $934K
345K $7.63M
Nov 15, 2021 Q3 2021
Bouchey Financial Group LTD

BUY
 -
16.6K
+ 1.79%
$850K - $909K
941K $20.8M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
14.9K
+ 175.29%
$765K - $817K
23.4K $517K
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
14.7K
+ 53.8%
$752K - $804K
41.9K $927K
Oct 28, 2021 Q3 2021
Manchester Financial Inc

BUY
 -
14.5K
+ 4.98%
$744K - $795K
306K $6.76M
Oct 15, 2021 Q3 2021
Wt Wealth Management

BUY
 -
13.9K
+ 6.09%
$715K - $763K
243K $5.36M
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
13.6K
+ 1.32%
$699K - $747K
1.05M $23.2M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
11.5K
+ 18.9%
$591K - $631K
72.4K $1.6M
Oct 18, 2021 Q3 2021
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
11.4K
+ 16.88%
$586K - $626K
79.1K $1.75M
Oct 07, 2021 Q3 2021
Caprock Group, Inc.

BUY
 -
11.1K
+ 5.29%
$571K - $610K
221K $4.9M
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

BUY
 -
10.8K
+ 104.03%
$554K - $592K
21.2K $468K
Nov 05, 2021 Q3 2021
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
10.7K
+ 8.63%
$550K - $587K
135K $2.98M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.6K
+ 75.49%
$544K - $581K
24.6K $545K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.5K
New
$538K - $575K
10.5K $232K

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