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 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.3K+ 3.36% |
$66.5K - $71K
|
39.8K
$926K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.25K+ 1.63% |
$64.1K - $68.5K
|
77.7K
$1.81M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.21K+ 3.38% |
$61.8K - $66.1K
|
36.8K
$856K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.19K+ 2.84% |
$60.8K - $65K
|
43K
$999K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 9.85% |
$60.7K - $64.8K
|
13.2K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.16K+ 15.85% |
$59.7K - $63.8K
|
8.51K
$198K
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.16K+ 10.06% |
$59.4K - $63.4K
|
12.7K
$294K
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.14K+ 16.52% |
$58.6K - $62.6K
|
8.05K
$187K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.13K+ 2.74% |
$58K - $62K
|
42.4K
$987K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.12K+ 6.75% |
$57.6K - $61.5K
|
17.7K
$413K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 7.54% |
$57.5K - $61.4K
|
16K
$372K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.03K+ 4.53% |
$52.9K - $56.5K
|
23.8K
$553K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1K+ 2.23% |
$51.5K - $55K
|
46K
$1.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
949+ 1.87% |
$48.7K - $52K
|
51.8K
$1.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
935+ 22.19% |
$48K - $51.3K
|
5.15K
$120K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
924+ 3.44% |
$47.4K - $50.7K
|
27.8K
$646K
|
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 3.0% |
$46.2K - $49.3K
|
30.9K
$719K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
894+ 9.63% |
$45.9K - $49K
|
10.2K
$237K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
850+ 6.61% |
$43.6K - $46.6K
|
13.7K
$319K
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
840+ 4.42% |
$43.1K - $46.1K
|
19.8K
$461K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
814+ 129.41% |
$41.8K - $44.6K
|
1.44K
$33.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
803+ 10.91% |
$41.2K - $44K
|
8.17K
$190K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
784+ 2.03% |
$40.2K - $43K
|
39.4K
$916K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
781+ 0.59% |
$40.1K - $42.8K
|
133K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
780+ 16.2% |
$40K - $42.8K
|
5.59K
$130K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
777+ 9.26% |
$39.9K - $42.6K
|
9.17K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
775+ 15.36% |
$39.8K - $42.5K
|
5.82K
$135K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
773+ 0.89% |
$39.7K - $42.4K
|
87.8K
$2.04M
|
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
756+ 15.67% |
$38.8K - $41.5K
|
5.58K
$130K
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
713+ 12.35% |
$36.6K - $39.1K
|
6.49K
$151K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
677+ 3.43% |
$34.7K - $37.1K
|
20.4K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
671+ 0.54% |
$34.4K - $36.8K
|
125K
$2.91M
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
661+ 25.15% |
$33.9K - $36.2K
|
3.29K
$76.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
641+ 4.23% |
$32.9K - $35.1K
|
15.8K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
620+ 2.01% |
$31.8K - $34K
|
31.5K
$732K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
612New |
$31.4K - $33.6K
|
612
$14.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
596+ 28.96% |
$30.6K - $32.7K
|
2.65K
$61.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
596+ 12.21% |
$30.6K - $32.7K
|
5.48K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
591+ 8.63% |
$30.3K - $32.4K
|
7.44K
$173K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
590+ 8.3% |
$30.3K - $32.3K
|
7.7K
$179K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
577+ 47.22% |
$29.6K - $31.6K
|
1.8K
$41.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
569+ 0.91% |
$29.2K - $31.2K
|
63.1K
$1.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
567+ 2.07% |
$29.1K - $31.1K
|
28K
$652K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
566+ 0.24% |
$29K - $31K
|
232K
$5.39M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
539+ 2.3% |
$27.7K - $29.6K
|
24K
$559K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
538+ 0.72% |
$27.6K - $29.5K
|
75.4K
$1.75M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
521+ 9.21% |
$26.7K - $28.6K
|
6.18K
$144K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
502+ 13.98% |
$25.8K - $27.5K
|
4.09K
$95.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
497+ 0.84% |
$25.5K - $27.3K
|
59.9K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
482+ 17.95% |
$24.7K - $26.4K
|
3.17K
$73.7K
|