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 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
19+ 0.07% |
$975 - $1.04K
|
27.6K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.86% |
$872 - $932
|
1.99K
$44K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17+ 0.25% |
$872 - $932
|
6.83K
$151K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.7% |
$872 - $932
|
2.46K
$54.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.29% |
$821 - $877
|
5.44K
$120K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 0.03% |
$770 - $822
|
47.3K
$1.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
14+ 0.09% |
$718 - $768
|
15.4K
$341K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 0.46% |
$667 - $713
|
2.83K
$62.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.32% |
$616 - $658
|
3.72K
$82.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 4.95% |
$513 - $548
|
212
$4.69K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.89% |
$462 - $493
|
320
$7.08K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$411 - $439
|
8
$177
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
8+ 0.22% |
$411 - $439
|
3.6K
$79.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.24% |
$359 - $384
|
2.93K
$64.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7+ 0.29% |
$359 - $384
|
2.41K
$53.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.27% |
$359 - $384
|
2.64K
$58.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.19% |
$359 - $384
|
3.66K
$80.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
7+ 3.89% |
$359 - $384
|
187
$4.13K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 0.0% |
$308 - $329
|
123K
$2.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.23% |
$308 - $329
|
2.63K
$58.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
5+ 0.29% |
$257 - $274
|
1.76K
$38.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.28% |
$257 - $274
|
1.78K
$39.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
4+ 0.04% |
$205 - $219
|
9.17K
$203K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$205 - $219
|
5.48K
$121K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.03% |
$205 - $219
|
14.9K
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.28% |
$154 - $164
|
1.06K
$23.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.12% |
$154 - $164
|
2.47K
$54.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$154 - $164
|
4.16K
$92K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.08% |
$103 - $110
|
2.5K
$55.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$103 - $110
|
2.19K
$48.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 18.18% |
$103 - $110
|
13
$287
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.29% |
$51.3 - $54.8
|
341
$7.54K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.06% |
$51.3 - $54.8
|
1.55K
$34.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.2% |
$51.3 - $54.8
|
494
$10.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.43% |
$51.3 - $54.8
|
232
$5.13K
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1+ 0.01% |
$51.3 - $54.8
|
11.6K
$256K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 11.11% |
$51.3 - $54.8
|
10
$221
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.3 - $54.8
|
19.6K
$434K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.28% |
$51.3 - $54.8
|
355
$7.85K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.03% |
$51.3 - $54.8
|
3.25K
$71.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.05% |
$51.3 - $54.8
|
1.94K
$42.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$51.3 - $54.8
|
11.4K
$252K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$51.3 - $54.8
|
205
$4.53K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.01% |
$51.3 - $54.8
|
9.63K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1+ 0.03% |
$51.3 - $54.8
|
3.63K
$80.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.24% |
$51.3 - $54.8
|
424
$9.37K
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$51.3 - $54.8
|
1.16K
$25.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2- 0.06% |
$103 - $110
|
3.28K
$72.5K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.01% |
$103 - $110
|
22.2K
$490K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.05% |
$154 - $164
|
6.05K
$134K
|