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 $67.8K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-125
- 0.38%
$6.42K - $6.85K
32.5K $755K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-125
- 0.48%
$6.42K - $6.85K
25.9K $603K
Nov 12, 2021 Q3 2021
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-131
- 5.22%
$6.72K - $7.18K
2.38K $55.3K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-145
- 0.78%
$7.44K - $7.95K
18.5K $431K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-146
- 2.69%
$7.49K - $8.01K
5.28K $123K
Oct 14, 2021 Q3 2021
Pachira Investments Inc.

SELL
 -
-156
- 1.18%
$8.01K - $8.55K
13K $303K
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-157
- 37.92%
$8.06K - $8.61K
257 $5.98K
Oct 06, 2021 Q3 2021
Spence Asset Management

SELL
 -
-159
Closed
$8.16K - $8.72K
0 $0
Nov 15, 2021 Q3 2021
Bailard, Inc.

SELL
 -
-169
- 1.51%
$8.67K - $9.27K
11K $256K
Nov 05, 2021 Q3 2021
Scott & Selber, Inc.

SELL
 -
-173
- 4.67%
$8.88K - $9.49K
3.54K $82.2K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-176
- 2.5%
$9.03K - $9.65K
6.86K $159K
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 $184K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-190
- 0.82%
$9.75K - $10.4K
22.9K $533K
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-194
- 0.8%
$9.96K - $10.6K
24.2K $563K
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 $71.6K
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-210
- 2.84%
$10.8K - $11.5K
7.18K $167K
Oct 12, 2021 Q3 2021
Altfest L J & CO Inc

SELL
 -
-217
- 0.54%
$11.1K - $11.9K
39.8K $925K
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

SELL
 -
-217
- 3.7%
$11.1K - $11.9K
5.65K $131K
Dec 19, 2024 Q3 2021
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-223
- 0.38%
$11.4K - $12.2K
58.7K $1.36M
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-237
- 3.45%
$12.2K - $13K
6.64K $154K
Nov 04, 2021 Q3 2021
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-238
- 5.95%
$12.2K - $13K
3.76K $87.5K
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-244
- 3.61%
$12.5K - $13.4K
6.51K $151K
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

SELL
 -
-257
- 1.55%
$13.2K - $14.1K
16.4K $381K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-263
- 5.37%
$13.5K - $14.4K
4.64K $108K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-273
- 92.54%
$14K - $15K
22 $512
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-278
- 3.99%
$14.3K - $15.2K
6.68K $155K
Oct 27, 2021 Q3 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-301
- 0.87%
$15.4K - $16.5K
34.5K $802K
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-306
- 2.51%
$15.7K - $16.8K
11.9K $276K
Nov 09, 2021 Q3 2021
Papp L Roy & Associates

SELL
 -
-311
- 1.16%
$16K - $17.1K
26.6K $618K
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

SELL
 -
-320
- 9.81%
$16.4K - $17.5K
2.94K $68.4K
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

SELL
 -
-320
- 48.41%
$16.4K - $17.5K
341 $7.93K
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

SELL
 -
-330
- 2.15%
$16.9K - $18.1K
15K $350K
Nov 03, 2021 Q3 2021
Redw Wealth LLC

SELL
 -
-333
- 0.78%
$17.1K - $18.3K
42.5K $988K
Nov 04, 2021 Q3 2021
Tortoise Investment Management, LLC

SELL
 -
-338
- 3.22%
$17.3K - $18.5K
10.1K $236K
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
SELL
 -
-340
- 1.44%
$17.4K - $18.6K
23.3K $542K
Oct 25, 2021 Q3 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-340
- 6.56%
$17.4K - $18.6K
4.84K $113K
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

SELL
 -
-349
- 1.99%
$17.9K - $19.1K
17.2K $399K
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

SELL
 -
-350
- 8.54%
$18K - $19.2K
3.75K $87.1K
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 $54.7K
Oct 21, 2021 Q3 2021
Strategic Advisors LLC

SELL
 -
-380
- 0.14%
$19.5K - $20.8K
272K $6.32M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

SELL
 -
-382
- 1.01%
$19.6K - $20.9K
37.4K $869K
Nov 03, 2021 Q3 2021
Souders Financial Advisors

SELL
 -
-382
- 1.2%
$19.6K - $20.9K
31.3K $729K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-395
- 6.11%
$20.3K - $21.7K
6.07K $141K
Oct 28, 2021 Q3 2021
American Research & Management Co.

SELL
 -
-400
- 9.0%
$20.5K - $21.9K
4.04K $94K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-406
- 2.88%
$20.8K - $22.3K
13.7K $318K

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