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 15, 2021 Q3 2021
Sheets Smith Wealth Management

BUY
 -
482
+ 0.72%
$24.7K - $26.4K
67.5K $1.57M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
479
+ 2.66%
$24.6K - $26.3K
18.5K $430K
Nov 15, 2021 Q3 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
476
+ 1.59%
$24.4K - $26.1K
30.4K $706K
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
471
+ 3.6%
$24.2K - $25.8K
13.5K $315K
Dec 02, 2021 Q3 2021
Eagle Capital Management, LLC

BUY
 -
469
+ 0.36%
$24.1K - $25.7K
131K $3.04M
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
459
+ 866.04%
$23.6K - $25.2K
512 $11.9K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
455
+ 3.3%
$23.4K - $24.9K
14.3K $332K
Oct 28, 2021 Q3 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
420
+ 20.66%
$21.6K - $23K
2.45K $57.1K
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
419
+ 1.33%
$21.5K - $23K
31.9K $742K
Nov 04, 2021 Q3 2021
Novare Capital Management LLC

BUY
 -
406
+ 1.88%
$20.8K - $22.3K
22K $512K
Oct 28, 2021 Q3 2021
Spreng Capital Management, Inc.

BUY
 -
394
+ 0.3%
$20.2K - $21.6K
130K $3.02M
Nov 12, 2021 Q3 2021
Main Management LLC

San Francisco, CA
BUY
 -
388
+ 13.95%
$19.9K - $21.3K
3.17K $73.7K
Nov 12, 2021 Q3 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
376
+ 2.24%
$19.3K - $20.6K
17.2K $400K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
373
+ 8.53%
$19.1K - $20.5K
4.75K $110K
Nov 05, 2021 Q3 2021
Lokken Investment Group LLC

BUY
 -
363
+ 3.98%
$18.6K - $19.9K
9.48K $220K
Oct 29, 2021 Q3 2021
Good Life Advisors, LLC

BUY
 -
348
+ 14.78%
$17.9K - $19.1K
2.7K $62.9K
Nov 12, 2021 Q3 2021
Washburn Capital Management, Inc.

BUY
 -
345
+ 5.43%
$17.7K - $18.9K
6.7K $156K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
336
+ 4.7%
$17.2K - $18.4K
7.48K $174K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
295
+ 3.3%
$15.1K - $16.2K
9.24K $215K
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
295
+ 2.36%
$15.1K - $16.2K
12.8K $297K
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
289
+ 3.31%
$14.8K - $15.8K
9.03K $210K
Oct 14, 2021 Q3 2021
Seven Bridge Financial Group, LLC

BUY
 -
279
+ 7.81%
$14.3K - $15.3K
3.85K $89.6K
Oct 12, 2021 Q3 2021
Cra Financial Services, LLC

BUY
 -
267
+ 1.08%
$13.7K - $14.6K
25K $582K
Oct 25, 2021 Q3 2021
Highland Capital Management, LLC

BUY
 -
256
+ 0.84%
$13.1K - $14K
30.7K $715K
Nov 05, 2021 Q3 2021
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
256
+ 2.34%
$13.1K - $14K
11.2K $261K
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

BUY
 -
251
+ 0.23%
$12.9K - $13.8K
109K $2.54M
Oct 14, 2021 Q3 2021
Elm Partners Management LLC

BUY
 -
230
+ 3.47%
$11.8K - $12.6K
6.85K $159K
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

BUY
 -
230
+ 3.52%
$11.8K - $12.6K
6.77K $157K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
230
+ 74.92%
$11.8K - $12.6K
537 $12.5K
Nov 09, 2021 Q3 2021
Waypoint Wealth Partners Inc.

BUY
 -
228
+ 2.14%
$11.7K - $12.5K
10.9K $253K
Oct 19, 2021 Q3 2021
Blooom, Inc.

BUY
 -
225
+ 1.96%
$11.5K - $12.3K
11.7K $272K
Nov 12, 2021 Q3 2021
Prestige Wealth Management Group LLC

BUY
 -
221
+ 0.78%
$11.3K - $12.1K
28.5K $662K
Oct 26, 2021 Q3 2021
Le Jeune Puetz Investment Counsel LLC

BUY
 -
207
+ 0.75%
$10.6K - $11.3K
27.7K $644K
Oct 20, 2021 Q3 2021
Garrison Asset Management, LLC

BUY
 -
202
+ 0.39%
$10.4K - $11.1K
52K $1.21M
Oct 12, 2021 Q3 2021
Carlson Capital Management

BUY
 -
202
+ 2.8%
$10.4K - $11.1K
7.42K $173K
Nov 12, 2021 Q3 2021
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
196
+ 0.04%
$10.1K - $10.7K
502K $11.7M
Nov 03, 2021 Q3 2021
One Day In July LLC

BUY
 -
186
+ 2.17%
$9.55K - $10.2K
8.74K $203K
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
183
+ 0.96%
$9.39K - $10K
19.3K $449K
Nov 09, 2021 Q3 2021
Compass Advisory Group LLC

BUY
 -
182
+ 1.21%
$9.34K - $9.98K
15.2K $353K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
176
+ 0.4%
$9.03K - $9.65K
44.4K $1.03M
Oct 13, 2021 Q3 2021
West Financial Advisors, LLC

BUY
 -
175
+ 3.06%
$8.98K - $9.6K
5.9K $137K
Oct 06, 2021 Q3 2021
Curbstone Financial Management Corp

BUY
 -
170
+ 0.24%
$8.72K - $9.32K
70K $1.63M
Nov 02, 2021 Q3 2021
Iron Financial, LLC

BUY
 -
167
+ 3.55%
$8.57K - $9.16K
4.87K $113K
Nov 03, 2021 Q3 2021
Nvwm, LLC

BUY
 -
160
New
$8.21K - $8.77K
160 $3.72K
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
152
+ 0.5%
$7.8K - $8.33K
30.6K $712K
Nov 12, 2021 Q3 2021
Af Advisors, Inc.

BUY
 -
150
+ 3.04%
$7.7K - $8.22K
5.09K $118K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
140
+ 0.84%
$7.18K - $7.68K
16.8K $392K
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
135
+ 6.11%
$6.93K - $7.4K
2.35K $54.6K
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
130
New
$6.67K - $7.13K
130 $3.02K

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