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 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.99K+ 3.35% |
$153K - $164K
|
92K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$151K - $161K
|
2.94K
$68.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.87K+ 2.17% |
$147K - $157K
|
135K
$3.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.79K+ 15.71% |
$143K - $153K
|
20.6K
$478K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.75K+ 5.84% |
$141K - $151K
|
49.9K
$1.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.72K+ 4.64% |
$140K - $149K
|
61.4K
$1.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 0.4% |
$132K - $141K
|
638K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 861.4% |
$126K - $135K
|
2.74K
$63.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.45K+ 2.09% |
$126K - $134K
|
120K
$2.78M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
2.43KNew |
$125K - $133K
|
2.43K
$56.5K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.41KNew |
$124K - $132K
|
2.41K
$56.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.4K+ 53.84% |
$123K - $132K
|
6.87K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.38K+ 8.27% |
$122K - $130K
|
31.2K
$725K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 15.51% |
$122K - $130K
|
17.6K
$410K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.36K+ 5.79% |
$121K - $129K
|
43.1K
$1M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.35K+ 90.25% |
$121K - $129K
|
4.95K
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.34KNew |
$120K - $128K
|
2.34K
$54.5K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 8.68% |
$117K - $125K
|
28.6K
$665K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
2.28K+ 0.6% |
$117K - $125K
|
383K
$8.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
2.25K+ 18.45% |
$116K - $123K
|
14.5K
$336K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.21K+ 2.02% |
$113K - $121K
|
111K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.2KNew |
$113K - $121K
|
2.2K
$51.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.14K+ 78.61% |
$110K - $118K
|
4.87K
$113K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2.14K+ 16.67% |
$110K - $118K
|
15K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.09K+ 44.69% |
$107K - $115K
|
6.78K
$158K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.08K+ 9.92% |
$107K - $114K
|
23.1K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.07KNew |
$106K - $113K
|
2.07K
$48.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.96KNew |
$101K - $108K
|
1.96K
$45.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.93K+ 2.85% |
$98.8K - $106K
|
69.6K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.91K+ 2.44% |
$97.9K - $105K
|
80.1K
$1.86M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.87K+ 146.64% |
$96.2K - $103K
|
3.15K
$73.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.8K+ 4.7% |
$92.5K - $98.8K
|
40.2K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8KNew |
$92.3K - $98.6K
|
1.8K
$41.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.71K+ 0.23% |
$87.8K - $93.8K
|
760K
$17.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.69K+ 74.4% |
$86.8K - $92.7K
|
3.96K
$92.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 63.06% |
$85K - $90.8K
|
4.28K
$99.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.62K+ 51.56% |
$83.2K - $88.9K
|
4.77K
$111K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.58K+ 9.07% |
$81K - $86.5K
|
19K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
1.55K+ 2.0% |
$79.5K - $84.9K
|
79.2K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.5K+ 0.56% |
$76.9K - $82.2K
|
268K
$6.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.49K+ 23.22% |
$76.5K - $81.7K
|
7.91K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.48K+ 3.05% |
$76K - $81.2K
|
50K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.46KNew |
$75.1K - $80.3K
|
1.46K
$34.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.45K+ 13.54% |
$74.6K - $79.7K
|
12.2K
$283K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.43K+ 1.34% |
$73.1K - $78.1K
|
108K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 5.67% |
$72.1K - $77K
|
26.2K
$609K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.37K+ 6.01% |
$70.5K - $75.3K
|
24.2K
$564K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 59.69% |
$70.2K - $75K
|
3.66K
$85.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.34KNew |
$68.6K - $73.3K
|
1.34K
$31.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.3K+ 11.67% |
$66.6K - $71.2K
|
12.4K
$289K
|