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
|
Assetmark, Inc
|
SELL
|
- |
-2.78K- 81.53% |
$142K - $152K
|
629
$14.6K
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.87K- 6.71% |
$147K - $157K
|
39.9K
$929K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.9K- 6.37% |
$149K - $159K
|
42.6K
$991K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.92K- 3.65% |
$150K - $160K
|
77K
$1.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.94KClosed |
$151K - $161K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.97K- 10.82% |
$153K - $163K
|
24.5K
$570K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-3.04K- 6.7% |
$156K - $166K
|
42.3K
$984K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.1K- 1.37% |
$159K - $170K
|
224K
$5.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.1K- 1.37% |
$159K - $170K
|
224K
$5.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 5.12% |
$164K - $175K
|
59.1K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 16.51% |
$168K - $180K
|
16.6K
$385K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.36K- 35.14% |
$172K - $184K
|
6.2K
$144K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.47K- 26.36% |
$178K - $190K
|
9.7K
$226K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-3.53K- 4.57% |
$181K - $193K
|
73.7K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.57KClosed |
$183K - $196K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.6K- 3.62% |
$185K - $197K
|
95.8K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.69KClosed |
$189K - $202K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.7K- 19.45% |
$190K - $203K
|
15.3K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.88K- 53.8% |
$199K - $213K
|
3.33K
$77.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.95K- 1.35% |
$203K - $216K
|
288K
$6.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-3.97K- 6.4% |
$204K - $218K
|
58.1K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.98K- 1.99% |
$204K - $218K
|
196K
$4.56M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.05K- 47.97% |
$208K - $222K
|
4.39K
$102K
|
|
|
Nov 01, 2021
Q3 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-4.06KClosed |
$208K - $223K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 3.32% |
$218K - $233K
|
124K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.26K- 11.1% |
$219K - $234K
|
34.1K
$794K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.66K- 66.4% |
$239K - $256K
|
2.36K
$54.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-5.14K- 1.98% |
$264K - $282K
|
254K
$5.91M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-5.28K- 13.73% |
$271K - $289K
|
33.2K
$771K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-5.33K- 2.43% |
$273K - $292K
|
214K
$4.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-5.58K- 1.16% |
$287K - $306K
|
475K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.59K- 7.27% |
$287K - $306K
|
71.3K
$1.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5.61K- 72.98% |
$288K - $308K
|
2.08K
$48.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.98KClosed |
$307K - $328K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6K- 23.64% |
$308K - $329K
|
19.4K
$451K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.07K- 2.77% |
$312K - $333K
|
213K
$4.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
SELL
|
- |
-6.08K- 7.83% |
$312K - $334K
|
71.6K
$1.67M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.09K- 55.16% |
$313K - $334K
|
4.95K
$115K
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-6.62KClosed |
$340K - $363K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.97K- 7.65% |
$358K - $382K
|
84.1K
$1.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.07K- 94.59% |
$363K - $388K
|
404
$9.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.76K- 12.14% |
$398K - $425K
|
56.1K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.98K- 1.9% |
$410K - $438K
|
411K
$9.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-8.42K- 4.02% |
$432K - $462K
|
201K
$4.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-8.44K- 4.32% |
$433K - $463K
|
187K
$4.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-8.92K- 26.56% |
$458K - $489K
|
24.7K
$574K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-8.94K- 52.95% |
$459K - $490K
|
7.95K
$185K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9.08K- 4.1% |
$466K - $498K
|
212K
$4.94M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.12KClosed |
$468K - $500K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.37K- 12.59% |
$481K - $514K
|
65.1K
$1.51M
|