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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.05% |
$154 - $164
|
6.05K
$141K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.05% |
$154 - $164
|
5.48K
$127K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-3- 0.18% |
$154 - $164
|
1.67K
$38.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4- 0.11% |
$205 - $219
|
3.63K
$84.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5- 0.08% |
$257 - $274
|
6.15K
$143K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.04% |
$257 - $274
|
12.5K
$292K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7- 0.04% |
$359 - $384
|
15.6K
$363K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9- 0.35% |
$462 - $493
|
2.54K
$59.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12- 0.38% |
$616 - $658
|
3.11K
$72.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-14Closed |
$718 - $768
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-19- 0.34% |
$975 - $1.04K
|
5.54K
$129K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-21- 0.3% |
$1.08K - $1.15K
|
6.9K
$161K
|
|
|
Nov 03, 2021
Q3 2021
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-22- 0.06% |
$1.13K - $1.21K
|
35.9K
$836K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24- 0.95% |
$1.23K - $1.32K
|
2.49K
$58K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-25- 0.45% |
$1.28K - $1.37K
|
5.49K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-25- 0.47% |
$1.28K - $1.37K
|
5.31K
$124K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
SELL
|
- |
-25- 0.19% |
$1.28K - $1.37K
|
13.2K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-26- 0.25% |
$1.33K - $1.43K
|
10.3K
$240K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-32- 0.15% |
$1.64K - $1.75K
|
21.4K
$498K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-33- 0.31% |
$1.69K - $1.81K
|
10.6K
$247K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-36- 6.83% |
$1.85K - $1.97K
|
491
$11.4K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-38- 4.04% |
$1.95K - $2.08K
|
903
$21K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-38Closed |
$1.95K - $2.08K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-50- 25.0% |
$2.57K - $2.74K
|
150
$3.49K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 14.55% |
$2.87K - $3.07K
|
329
$7.65K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-60- 1.21% |
$3.08K - $3.29K
|
4.91K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-60- 0.2% |
$3.08K - $3.29K
|
30.7K
$714K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 0.37% |
$3.08K - $3.29K
|
16K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-67- 1.55% |
$3.44K - $3.67K
|
4.26K
$99K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-69- 0.82% |
$3.54K - $3.78K
|
8.37K
$195K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-69- 0.35% |
$3.54K - $3.78K
|
19.8K
$461K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-73- 1.21% |
$3.75K - $4K
|
5.98K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 18.93% |
$3.8K - $4.06K
|
317
$7.37K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-80- 1.03% |
$4.11K - $4.39K
|
7.66K
$178K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-82- 0.47% |
$4.21K - $4.5K
|
17.5K
$408K
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-83- 3.59% |
$4.26K - $4.55K
|
2.23K
$51.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-83- 0.54% |
$4.26K - $4.55K
|
15.2K
$353K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-84- 0.86% |
$4.31K - $4.61K
|
9.73K
$226K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-89- 1.51% |
$4.57K - $4.88K
|
5.8K
$135K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-92- 1.73% |
$4.72K - $5.04K
|
5.23K
$122K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-92- 2.66% |
$4.72K - $5.04K
|
3.37K
$78.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-97- 0.63% |
$4.98K - $5.32K
|
15.3K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-100- 0.67% |
$5.13K - $5.48K
|
14.7K
$343K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 0.21% |
$5.13K - $5.48K
|
47.3K
$1.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-103- 2.34% |
$5.29K - $5.65K
|
4.3K
$99.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-105- 3.28% |
$5.39K - $5.76K
|
3.1K
$72.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-106- 0.82% |
$5.44K - $5.81K
|
12.8K
$298K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-111- 1.54% |
$5.7K - $6.09K
|
7.07K
$165K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114- 5.08% |
$5.85K - $6.25K
|
2.13K
$49.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-116- 7.47% |
$5.95K - $6.36K
|
1.44K
$33.4K
|