Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.69M+ 13.15% |
$87.6M - $96M
|
14.5M
$338M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
862KNew |
$44.7M - $49M
|
862K
$20.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
847KNew |
$43.9M - $48.2M
|
847K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
662KNew |
$34.3M - $37.6M
|
662K
$15.4M
|
|
|
Mar 17, 2023
Q4 2021
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
438KNew |
$22.7M - $24.9M
|
438K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
358KNew |
$18.6M - $20.3M
|
358K
$8.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
345K+ 288.58% |
$17.9M - $19.6M
|
465K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
312KNew |
$16.2M - $17.8M
|
312K
$7.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
196KNew |
$10.2M - $11.1M
|
196K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147K+ 1586.45% |
$7.61M - $8.34M
|
156K
$3.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
125KNew |
$6.49M - $7.11M
|
125K
$2.91M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
93.3KNew |
$4.84M - $5.3M
|
93.3K
$2.17M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
84KNew |
$4.36M - $4.78M
|
84K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.6K+ 624.93% |
$4.23M - $4.64M
|
94.6K
$2.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
75KNew |
$3.89M - $4.27M
|
75K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
66.1KNew |
$3.43M - $3.76M
|
66.1K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.6K+ 338.13% |
$3.35M - $3.67M
|
83.7K
$1.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
50.8K+ 59.55% |
$2.64M - $2.89M
|
136K
$3.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
49.5KNew |
$2.57M - $2.81M
|
49.5K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
49.3KNew |
$2.56M - $2.81M
|
49.3K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
49KNew |
$2.54M - $2.78M
|
49K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.5KNew |
$2.47M - $2.7M
|
47.5K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
47.1KNew |
$2.44M - $2.68M
|
47.1K
$1.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
45.9K+ 4.03% |
$2.38M - $2.61M
|
1.18M
$27.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40.5KNew |
$2.1M - $2.3M
|
40.5K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
39.1KNew |
$2.03M - $2.22M
|
39.1K
$909K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
38.6K+ 11.59% |
$2M - $2.2M
|
372K
$8.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 14.62% |
$1.67M - $1.83M
|
252K
$5.86M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
32KNew |
$1.66M - $1.82M
|
32K
$744K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
30.7KNew |
$1.59M - $1.74M
|
30.7K
$713K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
28.8K+ 37.15% |
$1.49M - $1.64M
|
106K
$2.47M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
28.5KNew |
$1.48M - $1.62M
|
28.5K
$662K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
26.4KNew |
$1.37M - $1.5M
|
26.4K
$615K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
25.1K+ 2.13% |
$1.3M - $1.43M
|
1.21M
$28.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
25K+ 47.87% |
$1.3M - $1.42M
|
77.3K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.2K+ 3.85% |
$1.26M - $1.38M
|
653K
$15.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.1K+ 42.86% |
$1.25M - $1.37M
|
80.2K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 8.49% |
$1.23M - $1.35M
|
304K
$7.07M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.2KNew |
$1.2M - $1.32M
|
23.2K
$540K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.4K+ 210.51% |
$1.06M - $1.16M
|
30.1K
$700K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
19.9K+ 23.04% |
$1.03M - $1.13M
|
106K
$2.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$946K - $1.04M
|
18.2K
$424K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
18K+ 5.9% |
$936K - $1.03M
|
324K
$7.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
17.8K+ 527.06% |
$921K - $1.01M
|
21.1K
$492K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
17.5K+ 72.83% |
$907K - $995K
|
41.5K
$966K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17.1KNew |
$888K - $973K
|
17.1K
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
16.3KNew |
$845K - $927K
|
16.3K
$379K
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
16.2K+ 10.16% |
$839K - $920K
|
175K
$4.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.7K+ 1.63% |
$816K - $895K
|
981K
$22.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$785K - $861K
|
15.1K
$352K
|