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
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
123
+ 0.97%
$6.31K - $6.74K
12.8K $297K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
112
+ 4.37%
$5.75K - $6.14K
2.68K $62.2K
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
112
+ 1.52%
$5.75K - $6.14K
7.48K $174K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
111
+ 0.42%
$5.7K - $6.09K
26.3K $612K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
111
+ 3.32%
$5.7K - $6.09K
3.46K $80.4K
Nov 12, 2021 Q3 2021
Apriem Advisors

Irvine, CA
BUY
 -
111
+ 0.15%
$5.7K - $6.09K
72.7K $1.69M
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
109
+ 3.21%
$5.59K - $5.98K
3.51K $81.6K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
108
+ 5.24%
$5.54K - $5.92K
2.17K $50.4K
Oct 18, 2021 Q3 2021
Altus Wealth Management, LLC

BUY
 -
103
+ 2.67%
$5.29K - $5.65K
3.97K $92.2K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
96
+ 0.41%
$4.93K - $5.26K
23.5K $547K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

BUY
 -
94
+ 0.22%
$4.82K - $5.15K
42.1K $980K
Nov 12, 2021 Q3 2021
Mv Capital Management, Inc.

BUY
 -
90
+ 17.08%
$4.62K - $4.93K
617 $14.4K
Nov 16, 2021 Q3 2021
Mba Advisors LLC

Hermitage, PA
BUY
 -
86
+ 0.57%
$4.41K - $4.72K
15.2K $354K
Nov 05, 2021 Q3 2021
American Financial Advisors, LLC

BUY
 -
83
+ 3.09%
$4.26K - $4.55K
2.77K $64.4K
Nov 01, 2021 Q3 2021
Ifrah Financial Services, Inc.

BUY
 -
81
+ 1.2%
$4.16K - $4.44K
6.82K $159K
Oct 18, 2021 Q3 2021
Lincoln Capital Corp

BUY
 -
79
+ 0.44%
$4.05K - $4.33K
17.8K $415K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
78
+ 0.58%
$4K - $4.28K
13.6K $316K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
74
+ 23.34%
$3.8K - $4.06K
391 $9.09K
Oct 13, 2021 Q3 2021
Gofen & Glossberg LLC

BUY
 -
71
+ 1.03%
$3.64K - $3.89K
6.98K $162K
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
70
+ 1.39%
$3.59K - $3.84K
5.11K $119K
Oct 20, 2021 Q3 2021
Platte River Wealth Advisors, LLC

BUY
 -
70
+ 2.81%
$3.59K - $3.84K
2.56K $59.6K
Oct 26, 2021 Q3 2021
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
65
+ 1.87%
$3.34K - $3.56K
3.55K $82.5K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

BUY
 -
65
+ 1.1%
$3.34K - $3.56K
5.99K $139K
Nov 05, 2021 Q3 2021
Sigma Investment Counselors Inc

BUY
 -
65
+ 0.4%
$3.34K - $3.56K
16.5K $384K
Nov 12, 2021 Q3 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
63
+ 0.16%
$3.23K - $3.45K
39.5K $919K
Nov 03, 2021 Q3 2021
Callahan Advisors, LLC

BUY
 -
58
+ 0.57%
$2.98K - $3.18K
10.2K $238K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

BUY
 -
57
+ 0.41%
$2.93K - $3.13K
13.9K $323K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
55
+ 3.84%
$2.82K - $3.02K
1.49K $34.6K
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

BUY
 -
54
+ 1.95%
$2.77K - $2.96K
2.82K $65.7K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
47
New
$2.41K - $2.58K
47 $1.09K
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
46
New
$2.36K - $2.52K
46 $1.07K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
43
New
$2.21K - $2.36K
43 $1K
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
41
+ 0.31%
$2.1K - $2.25K
13.2K $308K
Nov 09, 2021 Q3 2021
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
40
+ 0.47%
$2.05K - $2.19K
8.48K $197K
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
36
+ 2.75%
$1.85K - $1.97K
1.34K $31.2K
Mar 31, 2022 Q3 2021
Zwj Investment Counsel Inc

BUY
 -
35
+ 0.13%
$1.8K - $1.92K
26K $604K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
32
+ 0.76%
$1.64K - $1.75K
4.24K $98.6K
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
30
New
$1.54K - $1.64K
30 $698
Nov 09, 2021 Q3 2021
Argent Trust CO

Nashville, TN
BUY
 -
30
+ 0.32%
$1.54K - $1.64K
9.48K $221K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
30
+ 0.31%
$1.54K - $1.64K
9.77K $227K
Nov 15, 2021 Q3 2021
Greenline Partners, LLC

New York, NY
BUY
 -
29
+ 0.31%
$1.49K - $1.59K
9.32K $217K
Nov 08, 2021 Q3 2021
Perennial Advisors, LLC

New York, NY
BUY
 -
27
+ 0.28%
$1.39K - $1.48K
9.77K $227K
Oct 20, 2021 Q3 2021
Smith Anglin Financial, LLC

BUY
 -
27
+ 0.32%
$1.39K - $1.48K
8.41K $196K
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
23
+ 0.17%
$1.18K - $1.26K
13.8K $320K
Nov 12, 2021 Q3 2021
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
23
+ 0.31%
$1.18K - $1.26K
7.49K $174K
Oct 12, 2021 Q3 2021
Windsor Group LTD

BUY
 -
21
+ 0.22%
$1.08K - $1.15K
9.62K $224K
Nov 15, 2021 Q3 2021
Foster Group, Inc.

BUY
 -
21
+ 0.16%
$1.08K - $1.15K
13.1K $305K
Nov 02, 2021 Q3 2021
Ironwood Financial, LLC

BUY
 -
20
+ 0.92%
$1.03K - $1.1K
2.21K $51.3K
Oct 29, 2021 Q3 2021
Opus Capital Group, LLC

BUY
 -
19
+ 0.07%
$975 - $1.04K
27.6K $641K

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