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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-205- 3.74% |
$10.6K - $11.7K
|
5.28K
$123K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-207- 1.12% |
$10.7K - $11.8K
|
18.3K
$427K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-209- 14.48% |
$10.8K - $11.9K
|
1.23K
$28.7K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-213- 0.91% |
$11K - $12.1K
|
23.3K
$542K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220- 12.23% |
$11.4K - $12.5K
|
1.58K
$36.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-220- 0.72% |
$11.4K - $12.5K
|
30.5K
$709K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-227- 0.69% |
$11.8K - $12.9K
|
32.8K
$764K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-244- 3.03% |
$12.7K - $13.9K
|
7.8K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-248- 0.8% |
$12.9K - $14.1K
|
30.9K
$718K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-266- 11.58% |
$13.8K - $15.1K
|
2.03K
$47.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
SELL
|
- |
-270- 8.23% |
$14K - $15.4K
|
3.01K
$70K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-276- 0.76% |
$14.3K - $15.7K
|
35.8K
$834K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-278- 3.99% |
$14.4K - $15.8K
|
6.68K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-283- 1.47% |
$14.7K - $16.1K
|
19K
$442K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-286- 0.55% |
$14.8K - $16.3K
|
51.7K
$1.2M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-291- 1.04% |
$15.1K - $16.5K
|
27.7K
$645K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-298- 2.91% |
$15.5K - $16.9K
|
9.93K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-300- 1.99% |
$15.6K - $17.1K
|
14.8K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-300- 3.16% |
$15.6K - $17.1K
|
9.18K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-309- 1.35% |
$16K - $17.6K
|
22.6K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-326- 1.8% |
$16.9K - $18.5K
|
17.8K
$414K
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-332- 15.56% |
$17.2K - $18.9K
|
1.8K
$41.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-338- 2.23% |
$17.5K - $19.2K
|
14.8K
$345K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-341- 13.68% |
$17.7K - $19.4K
|
2.15K
$50.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-352- 0.94% |
$18.3K - $20K
|
37K
$861K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-361- 2.45% |
$18.7K - $20.5K
|
14.4K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-382- 1.11% |
$19.8K - $21.7K
|
34.1K
$793K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-383- 62.18% |
$19.9K - $21.8K
|
233
$5.42K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-390- 26.64% |
$20.2K - $22.2K
|
1.07K
$25K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-397- 26.72% |
$20.6K - $22.6K
|
1.09K
$25.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-415- 13.4% |
$21.5K - $23.6K
|
2.68K
$62.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
SELL
|
- |
-418- 3.57% |
$21.7K - $23.8K
|
11.3K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-426- 3.14% |
$22.1K - $24.2K
|
13.1K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-448- 14.15% |
$23.2K - $25.5K
|
2.72K
$63.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-454- 5.12% |
$23.5K - $25.8K
|
8.41K
$196K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-465- 3.57% |
$24.1K - $26.4K
|
12.6K
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-465- 4.76% |
$24.1K - $26.4K
|
9.3K
$216K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-475- 1.03% |
$24.6K - $27K
|
45.5K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-482- 2.98% |
$25K - $27.4K
|
15.7K
$365K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-484- 0.22% |
$25.1K - $27.5K
|
223K
$5.19M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-484- 0.22% |
$25.1K - $27.5K
|
223K
$5.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-493- 0.82% |
$25.6K - $28K
|
59.7K
$1.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-499- 12.66% |
$25.9K - $28.4K
|
3.44K
$80.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-502- 1.41% |
$26K - $28.5K
|
35.2K
$818K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-503- 1.45% |
$26.1K - $28.6K
|
34.1K
$794K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-518- 1.41% |
$26.9K - $29.5K
|
36.3K
$845K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-528- 4.67% |
$27.4K - $30K
|
10.8K
$251K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-538- 3.73% |
$27.9K - $30.6K
|
13.9K
$323K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-541- 14.56% |
$28.1K - $30.8K
|
3.18K
$73.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-563- 14.96% |
$29.2K - $32K
|
3.2K
$74.4K
|