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 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 4.13% |
$538K - $574K
|
264K
$5.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.71K+ 7.62% |
$498K - $532K
|
137K
$3.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.41K+ 327.8% |
$483K - $516K
|
12.3K
$272K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.27K+ 28.38% |
$476K - $508K
|
41.9K
$927K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.19K+ 10.94% |
$472K - $504K
|
93.2K
$2.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.03KNew |
$464K - $495K
|
9.03K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
8.87KNew |
$455K - $486K
|
8.87K
$196K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.7KNew |
$446K - $477K
|
8.7K
$192K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.41K+ 2080.94% |
$431K - $461K
|
8.81K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.92K+ 331.7% |
$407K - $434K
|
10.3K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.89K+ 501.91% |
$405K - $433K
|
9.46K
$209K
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.84K+ 4.21% |
$402K - $430K
|
194K
$4.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.78K+ 2.28% |
$399K - $427K
|
350K
$7.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
7.78K+ 1.71% |
$399K - $427K
|
463K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.76K+ 13.82% |
$398K - $425K
|
63.9K
$1.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
7.67K+ 0.62% |
$394K - $420K
|
1.24M
$27.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.64K+ 10.95% |
$392K - $419K
|
77.4K
$1.71M
|
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
BUY
|
- |
7.14K+ 0.63% |
$366K - $391K
|
1.14M
$25.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.38K+ 2.06% |
$328K - $350K
|
316K
$7M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.35K+ 2.92% |
$326K - $348K
|
224K
$4.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.32K+ 6.33% |
$324K - $347K
|
106K
$2.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
5.87K+ 2.87% |
$301K - $322K
|
210K
$4.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.63K+ 6.34% |
$289K - $308K
|
94.4K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.54KNew |
$284K - $304K
|
5.54K
$122K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.43KNew |
$279K - $298K
|
5.43K
$120K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.42KNew |
$278K - $297K
|
5.42K
$120K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.28K+ 237.16% |
$271K - $290K
|
7.51K
$166K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.22K+ 5.31% |
$268K - $286K
|
104K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.13K+ 2.66% |
$263K - $281K
|
198K
$4.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.01K+ 7.52% |
$257K - $275K
|
71.6K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.97K+ 1.2% |
$255K - $273K
|
418K
$9.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.86K+ 19.72% |
$249K - $266K
|
29.5K
$652K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.77K+ 49.24% |
$245K - $262K
|
14.5K
$320K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.23K+ 13.0% |
$217K - $232K
|
36.7K
$812K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.84K+ 20.4% |
$197K - $210K
|
22.7K
$501K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.76K+ 2.48% |
$193K - $206K
|
155K
$3.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.76K+ 7.59% |
$193K - $206K
|
53.3K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.76K+ 2.11% |
$193K - $206K
|
182K
$4.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.69K+ 54.76% |
$189K - $202K
|
10.4K
$231K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
3.37K+ 6.14% |
$173K - $185K
|
58.2K
$1.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 17.69% |
$169K - $181K
|
21.9K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.18K+ 2.14% |
$163K - $174K
|
152K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$162K - $173K
|
3.15K
$69.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.15K+ 8.23% |
$161K - $172K
|
41.4K
$915K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.1K+ 55.43% |
$159K - $170K
|
8.69K
$192K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.1K+ 15.35% |
$159K - $170K
|
23.3K
$515K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.08K+ 8.07% |
$158K - $169K
|
41.3K
$912K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
3.04KNew |
$156K - $167K
|
3.04K
$67.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.04K+ 2.26% |
$156K - $166K
|
137K
$3.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 13.14% |
$154K - $164K
|
25.8K
$570K
|