Purchases and Sales Made in Q3 2021 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 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 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.07K- 18.1% |
$55K - $58.8K
|
4.85K
$107K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.14K- 3.32% |
$58.3K - $62.3K
|
33.1K
$731K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.14K- 2.56% |
$58.4K - $62.4K
|
43.3K
$956K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 5.68% |
$59.2K - $63.3K
|
19.2K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 20.9% |
$60.7K - $64.9K
|
4.48K
$99K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.2K- 1.66% |
$61.6K - $65.8K
|
71K
$1.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.33K- 2.57% |
$68.4K - $73K
|
50.5K
$1.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.37K- 3.17% |
$70.2K - $75K
|
41.7K
$923K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.37K- 32.34% |
$70.5K - $75.3K
|
2.87K
$63.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.38K- 7.06% |
$70.7K - $75.6K
|
18.1K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.38K- 10.35% |
$71K - $75.8K
|
12K
$265K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 16.9% |
$71.2K - $76K
|
6.82K
$151K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-1.42K- 3.65% |
$72.9K - $77.9K
|
37.5K
$829K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.45K- 1.29% |
$74.2K - $79.3K
|
111K
$2.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.45K- 12.47% |
$74.5K - $79.6K
|
10.2K
$225K
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.47K- 5.04% |
$75.4K - $80.5K
|
27.7K
$612K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47KClosed |
$75.5K - $80.7K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.48K- 4.18% |
$75.7K - $80.9K
|
33.8K
$747K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.49K- 98.54% |
$76.4K - $81.6K
|
22
$486
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.49K- 12.07% |
$76.4K - $81.6K
|
10.9K
$240K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.54K- 1.77% |
$78.9K - $84.3K
|
85.4K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.54K- 18.56% |
$79.1K - $84.5K
|
6.77K
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.58K- 3.88% |
$80.9K - $86.5K
|
39.1K
$864K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.59K- 0.92% |
$81.8K - $87.3K
|
172K
$3.79M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.64K- 1.22% |
$84.1K - $89.8K
|
133K
$2.93M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.67K- 29.79% |
$85.9K - $91.7K
|
3.94K
$87.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.68K- 1.99% |
$86K - $91.8K
|
82.6K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.72K- 87.68% |
$88.4K - $94.5K
|
242
$5.35K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 0.63% |
$89.2K - $95.3K
|
275K
$6.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1.84K- 1.34% |
$94.5K - $101K
|
136K
$3.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.92KClosed |
$98.6K - $105K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.95K- 9.61% |
$100K - $107K
|
18.3K
$405K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.96KClosed |
$101K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.97K- 4.82% |
$101K - $108K
|
38.8K
$859K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.98K- 3.86% |
$102K - $109K
|
49.3K
$1.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2.01K- 10.81% |
$103K - $110K
|
16.6K
$367K
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 6.12% |
$104K - $111K
|
31.1K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.03KClosed |
$104K - $111K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2.04K- 3.27% |
$104K - $112K
|
60.2K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.06KClosed |
$106K - $113K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.17K- 11.65% |
$111K - $119K
|
16.5K
$364K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.18K- 16.19% |
$112K - $120K
|
11.3K
$250K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.18K- 95.33% |
$112K - $120K
|
107
$2.37K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.22K- 1.66% |
$114K - $122K
|
131K
$2.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.23K- 10.37% |
$114K - $122K
|
19.3K
$426K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.36K- 13.4% |
$121K - $130K
|
15.3K
$338K
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 89.6% |
$126K - $135K
|
285
$6.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.61K- 6.25% |
$134K - $143K
|
39.1K
$865K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.78K- 81.53% |
$142K - $152K
|
629
$13.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.87K- 6.71% |
$147K - $157K
|
39.9K
$883K
|