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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.9K- 2.89% |
$508K - $543K
|
333K
$7.75M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.2K- 9.37% |
$628K - $671K
|
118K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-13.9K- 32.2% |
$715K - $764K
|
29.3K
$683K
|
|
|
Nov 10, 2021
Q3 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.2K- 8.21% |
$731K - $781K
|
159K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 2.17% |
$760K - $812K
|
669K
$15.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-15.4K- 33.54% |
$788K - $842K
|
30.4K
$707K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18.6K- 82.53% |
$956K - $1.02M
|
3.94K
$91.7K
|
|
|
Nov 05, 2021
Q3 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-18.9K- 3.24% |
$971K - $1.04M
|
565K
$13.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-19.8K- 5.59% |
$1.02M - $1.09M
|
334K
$7.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-21.4K- 21.02% |
$1.1M - $1.17M
|
80.5K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-23.1K- 9.53% |
$1.19M - $1.27M
|
220K
$5.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24.2K- 5.11% |
$1.24M - $1.32M
|
449K
$10.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-26.1KClosed |
$1.34M - $1.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37.8K- 81.96% |
$1.94M - $2.07M
|
8.33K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-41.3K- 18.39% |
$2.12M - $2.26M
|
183K
$4.26M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45.5K- 55.76% |
$2.34M - $2.5M
|
36.1K
$840K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-47.3K- 78.01% |
$2.43M - $2.59M
|
13.3K
$310K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.7K- 10.11% |
$2.55M - $2.72M
|
442K
$10.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
SELL
|
- |
-59.3KClosed |
$3.04M - $3.25M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-66.2K- 83.52% |
$3.4M - $3.63M
|
13.1K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-90.2K- 21.48% |
$4.63M - $4.95M
|
330K
$7.67M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-93.6K- 4.35% |
$4.8M - $5.13M
|
2.06M
$47.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-132K- 34.67% |
$6.76M - $7.22M
|
248K
$5.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-155K- 3.81% |
$7.98M - $8.53M
|
3.92M
$91.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-219K- 63.95% |
$11.2M - $12M
|
123K
$2.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-242K- 81.57% |
$12.4M - $13.3M
|
54.7K
$1.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-470K- 97.4% |
$24.1M - $25.8M
|
12.6K
$293K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-495K- 98.28% |
$25.4M - $27.2M
|
8.65K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-510K- 46.25% |
$26.2M - $28M
|
593K
$13.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-752K- 20.69% |
$38.6M - $41.3M
|
2.88M
$67.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-825K- 19.28% |
$42.4M - $45.2M
|
3.46M
$80.4M
|