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
Oct 12, 2021 Q3 2021
Shilanski & Associates, Inc.

BUY
 -
2.99K
+ 3.35%
$153K - $164K
92K $2.03M
Nov 12, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
2.94K
New
$151K - $161K
2.94K $64.9K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
2.87K
+ 2.17%
$147K - $157K
135K $2.98M
Oct 28, 2021 Q3 2021
Compass Ion Advisors, LLC

BUY
 -
2.79K
+ 15.71%
$143K - $153K
20.6K $454K
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
2.75K
+ 5.84%
$141K - $151K
49.9K $1.1M
Nov 08, 2021 Q3 2021
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
2.72K
+ 4.64%
$140K - $149K
61.4K $1.36M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.57K
+ 0.4%
$132K - $141K
638K $14.1M
Nov 15, 2021 Q3 2021
Alera Investment Advisors, LLC

BUY
 -
2.46K
+ 861.4%
$126K - $135K
2.74K $60.6K
Oct 14, 2021 Q3 2021
Intelligence Driven Advisers, LLC

BUY
 -
2.45K
+ 2.09%
$126K - $134K
120K $2.65M
Oct 06, 2021 Q3 2021
Bath Savings Trust CO

BUY
 -
2.43K
New
$125K - $133K
2.43K $53.7K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
2.4K
+ 53.84%
$123K - $132K
6.87K $152K
Nov 15, 2021 Q3 2021
Lowe Brockenbrough & CO Inc

BUY
 -
2.38K
+ 8.27%
$122K - $130K
31.2K $689K
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.37K
+ 15.51%
$122K - $130K
17.6K $390K
Oct 21, 2021 Q3 2021
Apcm Wealth Management For Individuals

BUY
 -
2.36K
+ 5.79%
$121K - $129K
43.1K $953K
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

BUY
 -
2.35K
+ 90.25%
$121K - $129K
4.95K $110K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.34K
New
$120K - $128K
2.34K $51.8K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
2.28K
+ 8.68%
$117K - $125K
28.6K $632K
Oct 20, 2021 Q3 2021
North Star Asset Management Inc

BUY
 -
2.28K
+ 0.6%
$117K - $125K
383K $8.46M
Oct 26, 2021 Q3 2021
Hendershot Investments Inc.

BUY
 -
2.25K
+ 18.45%
$116K - $123K
14.5K $320K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.21K
+ 2.02%
$113K - $121K
111K $2.46M
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
2.2K
New
$113K - $121K
2.2K $48.6K
Oct 07, 2021 Q3 2021
Newman & Schimel, LLC

BUY
 -
2.14K
+ 16.67%
$110K - $118K
15K $332K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.14K
+ 78.61%
$110K - $118K
4.87K $108K
Nov 12, 2021 Q3 2021
Aveo Capital Partners, LLC

BUY
 -
2.09K
+ 44.69%
$107K - $115K
6.78K $150K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
2.08K
+ 9.92%
$107K - $114K
23.1K $510K
Nov 12, 2021 Q3 2021
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
2.07K
New
$106K - $113K
2.07K $45.7K
Nov 15, 2021 Q3 2021
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
1.96K
New
$101K - $108K
1.96K $43.4K
Nov 04, 2021 Q3 2021
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
1.93K
+ 2.85%
$98.8K - $106K
69.6K $1.54M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
1.91K
+ 2.44%
$97.9K - $105K
80.1K $1.77M
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.87K
+ 146.64%
$96.2K - $103K
3.15K $69.7K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.8K
+ 4.7%
$92.5K - $98.8K
40.2K $888K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.8K
New
$92.3K - $98.6K
1.8K $39.8K
Oct 21, 2021 Q3 2021
Hanson & Doremus Investment Management

BUY
 -
1.71K
+ 0.23%
$87.8K - $93.8K
760K $16.8M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
1.69K
+ 74.4%
$86.8K - $92.7K
3.96K $87.6K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
1.66K
+ 63.06%
$85K - $90.8K
4.28K $94.7K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.62K
+ 51.56%
$83.2K - $88.9K
4.77K $105K
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
1.58K
+ 9.07%
$81K - $86.5K
19K $420K
Nov 09, 2021 Q3 2021
Fagan Associates, Inc.

BUY
 -
1.55K
+ 2.0%
$79.5K - $84.9K
79.2K $1.75M
Nov 12, 2021 Q3 2021
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
1.5K
+ 0.56%
$76.9K - $82.2K
268K $5.93M
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
BUY
 -
1.49K
+ 23.22%
$76.5K - $81.7K
7.91K $175K
Nov 12, 2021 Q3 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
1.48K
+ 3.05%
$76K - $81.2K
50K $1.11M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
1.46K
New
$75.1K - $80.3K
1.46K $32.4K
Oct 26, 2021 Q3 2021
Edge Capital Group, LLC

BUY
 -
1.45K
+ 13.54%
$74.6K - $79.7K
12.2K $269K
Nov 10, 2021 Q3 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.43K
+ 1.34%
$73.1K - $78.1K
108K $2.38M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.41K
+ 5.67%
$72.1K - $77K
26.2K $579K
Nov 01, 2021 Q3 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
1.37K
+ 6.01%
$70.5K - $75.3K
24.2K $536K
Nov 08, 2021 Q3 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
1.37K
+ 59.69%
$70.2K - $75K
3.66K $80.9K
Nov 10, 2021 Q3 2021
Tfo Tdc, LLC

BUY
 -
1.34K
New
$68.6K - $73.3K
1.34K $29.5K
Oct 19, 2021 Q3 2021
Blossom Wealth Management

BUY
 -
1.3K
+ 11.67%
$66.6K - $71.2K
12.4K $275K

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