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
Mutual Advisors, LLC

Casper, WY
SELL
 -
-407
- 1.27%
$20.9K - $22.3K
31.7K $738K
Oct 14, 2021 Q3 2021
Seneca House Advisors

SELL
 -
-420
- 11.66%
$21.6K - $23K
3.18K $74K
Oct 19, 2021 Q3 2021
Cambridge Advisors Inc.

SELL
 -
-427
- 1.57%
$21.9K - $23.4K
26.7K $621K
Oct 12, 2021 Q3 2021
Private Capital Management LLC

SELL
 -
-455
- 1.44%
$23.4K - $24.9K
31.1K $723K
Nov 05, 2021 Q3 2021
White Pine Investment CO

SELL
 -
-456
- 3.07%
$23.4K - $25K
14.4K $335K
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

SELL
 -
-458
- 1.27%
$23.5K - $25.1K
35.7K $830K
Nov 12, 2021 Q3 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-460
- 13.72%
$23.6K - $25.2K
2.89K $67.3K
Nov 08, 2021 Q3 2021
Keybank National Association

SELL
 -
-475
- 5.31%
$24.4K - $26K
8.47K $197K
Oct 21, 2021 Q3 2021
Slow Capital, Inc.

SELL
 -
-475
- 3.02%
$24.4K - $26K
15.3K $355K
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

SELL
 -
-479
- 1.29%
$24.6K - $26.3K
36.6K $851K
Oct 14, 2021 Q3 2021
Pacific Wealth Strategies Group, Inc.

SELL
 -
-500
- 6.45%
$25.7K - $27.4K
7.25K $169K
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-501
- 90.43%
$25.7K - $27.5K
53 $1.23K
Oct 28, 2021 Q3 2021
Goepper Burkhardt LLC

SELL
 -
-507
- 0.26%
$26K - $27.8K
193K $4.49M
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-520
Closed
$26.7K - $28.5K
0 $0
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-527
- 1.0%
$27K - $28.9K
52.3K $1.22M
Oct 14, 2021 Q3 2021
Verity Wealth Advisors

SELL
 -
-530
- 5.37%
$27.2K - $29.1K
9.35K $217K
Oct 26, 2021 Q3 2021
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-530
- 0.51%
$27.2K - $29.1K
103K $2.4M
Dec 10, 2021 Q3 2021
Towercrest Capital Management

Newtown, PA
SELL
 -
-530
- 0.51%
$27.2K - $29.1K
103K $2.4M
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

SELL
 -
-535
- 32.9%
$27.5K - $29.3K
1.09K $25.4K
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

SELL
 -
-577
- 0.9%
$29.6K - $31.6K
63.2K $1.47M
Nov 12, 2021 Q3 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-589
- 3.76%
$30.2K - $32.3K
15.1K $351K
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

SELL
 -
-608
- 26.57%
$31.2K - $33.3K
1.68K $39.1K
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-630
Closed
$32.3K - $34.5K
0 $0
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-660
- 0.95%
$33.9K - $36.2K
69K $1.6M
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

SELL
 -
-665
- 1.32%
$34.1K - $36.5K
49.6K $1.15M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

SELL
 -
-668
- 8.12%
$34.3K - $36.6K
7.56K $176K
Nov 09, 2021 Q3 2021
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-690
- 17.0%
$35.4K - $37.8K
3.37K $78.4K
Nov 04, 2021 Q3 2021
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-735
- 8.56%
$37.7K - $40.3K
7.85K $183K
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-735
- 4.35%
$37.7K - $40.3K
16.2K $376K
Oct 19, 2021 Q3 2021
Peak Financial Management, Inc.

SELL
 -
-751
- 1.37%
$38.5K - $41.2K
53.9K $1.25M
Oct 26, 2021 Q3 2021
Cordant, Inc.

Portland, OR
SELL
 -
-752
- 2.26%
$38.6K - $41.2K
32.5K $755K
Oct 26, 2021 Q3 2021
Game Plan Financial Advisors, LLC

SELL
 -
-754
- 2.71%
$38.7K - $41.3K
27K $629K
Oct 26, 2021 Q3 2021
Sol Capital Management CO

SELL
 -
-766
- 6.04%
$39.3K - $42K
11.9K $277K
Oct 25, 2021 Q3 2021
Wbh Advisory Inc

SELL
 -
-766
- 0.32%
$39.3K - $42K
241K $5.61M
Dec 19, 2024 Q3 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-852
- 2.95%
$43.7K - $46.7K
28K $652K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-857
- 0.29%
$44K - $47K
299K $6.94M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-871
- 2.69%
$44.7K - $47.8K
31.5K $732K
Nov 16, 2021 Q3 2021
Motive Wealth Advisors

SELL
 -
-873
- 1.06%
$44.8K - $47.9K
81.3K $1.89M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-876
- 1.04%
$45K - $48K
83.6K $1.95M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-893
- 0.86%
$45.8K - $49K
103K $2.4M
Oct 25, 2021 Q3 2021
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-895
- 2.37%
$45.9K - $49.1K
36.9K $857K
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

SELL
 -
-900
- 2.92%
$46.2K - $49.3K
29.9K $695K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-921
- 3.64%
$47.3K - $50.5K
24.4K $567K
Nov 08, 2021 Q3 2021
Buckingham Capital Management, Inc.

SELL
 -
-923
- 0.49%
$47.4K - $50.6K
186K $4.32M
Nov 01, 2021 Q3 2021
Gyl Financial Synergies, LLC

SELL
 -
-942
- 0.76%
$48.3K - $51.6K
122K $2.85M
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-963
- 5.22%
$49.4K - $52.8K
17.5K $407K
Aug 23, 2023 Q3 2021
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-967
- 26.97%
$49.6K - $53K
2.62K $60.9K
Oct 21, 2021 Q3 2021
S.E.E.D. Planning Group LLC

SELL
 -
-985
- 5.45%
$50.6K - $54K
17.1K $397K
Nov 10, 2021 Q3 2021
Vista Capital Partners, Inc.

SELL
 -
-1.02K
- 2.85%
$52.1K - $55.7K
34.6K $806K

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