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 13, 2021 Q3 2021
Friedenthal Financial

SELL
 -
-120
- 3.95%
$6.16K - $6.58K
2.92K $64.5K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-125
- 0.38%
$6.42K - $6.85K
32.5K $718K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-125
- 0.48%
$6.42K - $6.85K
25.9K $573K
Nov 12, 2021 Q3 2021
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-131
- 5.22%
$6.72K - $7.18K
2.38K $52.6K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-145
- 0.78%
$7.44K - $7.95K
18.5K $410K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-146
- 2.69%
$7.49K - $8.01K
5.28K $117K
Oct 14, 2021 Q3 2021
Pachira Investments Inc.

SELL
 -
-156
- 1.18%
$8.01K - $8.55K
13K $288K
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-157
- 37.92%
$8.06K - $8.61K
257 $5.68K
Oct 06, 2021 Q3 2021
Spence Asset Management

SELL
 -
-159
Closed
$8.16K - $8.72K
0 $0
Oct 14, 2021 Q3 2021
Madden Securities Corp

SELL
 -
-169
- 1.54%
$8.67K - $9.27K
10.8K $239K
Nov 05, 2021 Q3 2021
Scott & Selber, Inc.

SELL
 -
-173
- 4.67%
$8.88K - $9.49K
3.54K $78.2K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-176
- 2.5%
$9.03K - $9.65K
6.86K $152K
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
SELL
 -
-186
Closed
$9.55K - $10.2K
0 $0
Oct 21, 2021 Q3 2021
Twele Capital Management, Inc.

SELL
 -
-187
- 2.31%
$9.6K - $10.3K
7.91K $175K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-190
- 0.82%
$9.75K - $10.4K
22.9K $507K
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-194
- 0.8%
$9.96K - $10.6K
24.2K $535K
Nov 15, 2021 Q3 2021
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-209
Closed
$10.7K - $11.5K
0 $0
Nov 12, 2021 Q3 2021
Pacific Sun Financial Corp

SELL
 -
-210
- 6.38%
$10.8K - $11.5K
3.08K $68.1K
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-210
- 2.84%
$10.8K - $11.5K
7.18K $159K
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

SELL
 -
-217
- 3.7%
$11.1K - $11.9K
5.65K $125K
Oct 12, 2021 Q3 2021
Altfest L J & CO Inc

SELL
 -
-217
- 0.54%
$11.1K - $11.9K
39.8K $880K
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-237
- 3.45%
$12.2K - $13K
6.64K $147K
Nov 04, 2021 Q3 2021
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-238
- 5.95%
$12.2K - $13K
3.76K $83.2K
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-244
- 3.61%
$12.5K - $13.4K
6.51K $144K
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

SELL
 -
-257
- 1.55%
$13.2K - $14.1K
16.4K $362K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-263
- 5.37%
$13.5K - $14.4K
4.64K $103K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-273
- 92.54%
$14K - $15K
22 $486
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-278
- 3.99%
$14.3K - $15.2K
6.68K $148K
Oct 27, 2021 Q3 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-301
- 0.87%
$15.4K - $16.5K
34.5K $762K
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-306
- 2.51%
$15.7K - $16.8K
11.9K $263K
Nov 09, 2021 Q3 2021
Papp L Roy & Associates

SELL
 -
-311
- 1.16%
$16K - $17.1K
26.6K $587K
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

SELL
 -
-320
- 48.41%
$16.4K - $17.5K
341 $7.54K
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

SELL
 -
-320
- 9.81%
$16.4K - $17.5K
2.94K $65K
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

SELL
 -
-330
- 2.15%
$16.9K - $18.1K
15K $333K
Nov 03, 2021 Q3 2021
Redw Wealth LLC

SELL
 -
-333
- 0.78%
$17.1K - $18.3K
42.5K $939K
Nov 04, 2021 Q3 2021
Tortoise Investment Management, LLC

SELL
 -
-338
- 3.22%
$17.3K - $18.5K
10.1K $224K
Oct 25, 2021 Q3 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-340
- 6.56%
$17.4K - $18.6K
4.84K $107K
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
SELL
 -
-340
- 1.44%
$17.4K - $18.6K
23.3K $515K
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

SELL
 -
-349
- 1.99%
$17.9K - $19.1K
17.2K $379K
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

SELL
 -
-350
- 8.54%
$18K - $19.2K
3.75K $82.8K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-361
Closed
$18.5K - $19.8K
0 $0
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

SELL
 -
-365
- 13.44%
$18.7K - $20K
2.35K $52K
Oct 21, 2021 Q3 2021
Strategic Advisors LLC

SELL
 -
-380
- 0.14%
$19.5K - $20.8K
272K $6.01M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

SELL
 -
-382
- 1.01%
$19.6K - $20.9K
37.4K $826K
Nov 03, 2021 Q3 2021
Souders Financial Advisors

SELL
 -
-382
- 1.2%
$19.6K - $20.9K
31.3K $693K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-395
- 6.11%
$20.3K - $21.7K
6.07K $134K
Oct 28, 2021 Q3 2021
American Research & Management Co.

SELL
 -
-400
- 9.0%
$20.5K - $21.9K
4.04K $89.4K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-406
- 2.88%
$20.8K - $22.3K
13.7K $303K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-407
- 1.27%
$20.9K - $22.3K
31.7K $701K

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